Managers of Wealth Americas

Merrill Advisor Match Transforms the Way People Find a Financial Advisor

New Digital Tool Makes It Easier than Ever to Match People Seeking Financial Advice to Financial Advisors

Mercer Advisors Buys $1B AUM Goldstein Munger + Associates

Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.

Citi Warns Charities Face Crisis Despite $2.4 Trillion Warchest

Report finds giving was already stagnating before donors were hit this year with declining asset values and elevated inflation.

How Raymond James Wants to Help Advisors Up Their HNW Game

To participate in the program, advisors must “have a certain number of clients who [are] high net worth,” which Raymond James defines as having $2.5 million and above of investable net worth

Raymond James Nabs $1.1 Billion Merrill Team

And a former Merrill Lynch advisor who managed $4.5 billion,quit to open a registered investment advisory firm in San Francisco.

Oak Hill Capital buys Stone Point’s stake in wealth manager Kestra

Following the announcement of the new deal, Kestra has started the process recapitalisation of its alliance with its parents, Oak Hill Capital and Warburg Pincus.

Ardian and iCapital Partner to Broaden Private Markets Investment Access for Wealth Managers Globally

Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian's offerings via customized technology and solutions powered by iCapital.

Altrata Enhances Wealth Intelligence Dataset with Over 2 million Profile Updates

Data expansion remains a priority for the new people intelligence brand

The opportunity presented by middle-class millionaires

Instead of pursuing ultra-high-net-worth clients, more advisers should target the largest group in need of wealth management advice in America.

RBC Wealth Management Teams with Transamerica and FuturePlan by Ascensus

New Product Helps Small and Mid-sized Business Owners Provide Essential Benefits to Employees by Reducing Administrative Burdens and Mitigating Risk

Chase Buchanan Wealth Management Launches Financial Advisory Service for US Expats in Europe

Chase Buchanan Wealth Management has launched a financial advisory service focused on US expats working and living in Europe

9 in 10 Women Feel Unprepared for a Recession: Ellevest Survey

The research findings are based on data from Ellevest’s new women’s financial health index and from its second annual financial wellness survey.

M&A and Advisor Recruitment Are Top-of-Mind for Private Banks

Banks employ inorganic growth strategies amid heightened competition in wealth space

Royal Bank of Canada completes acquisition of Brewin Dolphin

Deal creates premier wealth manager in the UK, Channel Islands and Ireland

ACON Investments invests in Mexican wealth manager Actinver

With the latest investment, ACON will own as much as 15% of Actinver’s capital.

CAIS Announces Partnership with Ares Wealth Management Solutions to Support Greater Access to Alternatives for Independent Wealth Channel

Michael Arougheti, Co-Founder, Chief Executive Officer, and President at Ares, to Speak at the CAIS Alternative Investment Summit in October

Wealth and Asset Management