Managers of Wealth Americas

Shoreline Wealth Management Launches

They are joined by office support staff member Brittany Forte.

Key Family Wealth Business Advisory Services Awarded Best Client Intiative For A Family Office

Winners were selected from more than 900 entries received from more than 340 companies.

J.P. Morgan Wealth Management Eliminates Upfront Fee on 529 Plans

Industry-leading commitment makes education investing more accessible

Hunt for small asset management deals hottest since 2007

Groups eschew big complicated acquisitions that come with integration problems and risks

Investors turn bearish on global economy though positioning upbeat - BofA survey

Rare disconnect between asset prices, fundamentals

CI Financial aquires Silicon Valley wealth management firm

It has developed substantial expertise at the intersection of investments and tax, wealth transfer, estate and charitable planning.

Morgan Stanley at Work and Empower Retirement Join Forces

The Empower partnership will expand Morgan Stanley at Work’s ability to serve advisor-sold plans under $50 million in assets with comprehensive retirement solutions to attract and retain talent.

UBS’s Naratil Doesn’t Rule Out M&A to Grow U.S. Wealth Biz

Naratil said UBS may have historically missed out on around 500 basis points in pre-tax profit margin because of its smaller size, but the productivity gains it has made recently have narrowed that gap to about 300.

SignatureFD’s Heather Robertson Fortner Named CEO of the Year by WealthManagement.com

This is a testament to Heather’s leadership and ability to shepherd an organization through challenge and change.

iCapital and Grayscale Partner on Crypto Access

Partnership will meet growing investor demand for burgeoning asset class

Four UBS advisors named to the Forbes/SHOOK Top 250 Wealth Advisors List

We are extremely proud to have exceptional UBS representation in Southern California on this prestigious list

Key Family Wealth Business Advisory Services Awarded Best Client Intiative For A Family Office From WealthManagement.com

The award recognizes the achievements of Key Family Wealth's Business Advisory Services which has helped dozens of owners successfully transition their privately held businesses over the past several years.

Forbes recognizes Terry Cook on America’s Top Wealth Advisors 2021

Cook is one of only three wealth advisors in Washington state to crack the top 100 list.

Apella Capital to Establish Partnership with Wealth Partners Capital Group

Connecticut-based RIA will receive investment to fuel acquisition-based growth

Wealth Enhancement Group Joins Forces with Independent RIA

Upon completing the transaction, Wealth Enhancement Group's total client assets are expected to reach $45.45 billion.

New Independent Wealth Management Firm Launched

Client portfolios include real estate investments, alternative investments, investments in private deals and private companies, and exposure to digital assets such as Bitcoin and Ethereum.

Scotiabank seeking to buy U.S. wealth management team or business- CEO

"The U.S. dollar management capability is important to us, it's important to our customer," he said.

Hightower makes sixth deal in 2021

The $1.5 billion advisory business will leverage Hightower's organic growth offerings.

Ahead of DOL IRA Rollover Requirements, Broadridge Fi360 Offers Enhanced Solution

Broadridge Fi360 Solutions worked to enhance the tool with ongoing support from the Pension Resource Institute to develop best practice criteria that is easily adaptable as the regulatory environment evolves

State Street to Acquire Brown Brothers Harriman Investor Services

The acquisition is expected to be accretive to earnings per share in year 1.2

Wealth and Asset Management