Managers of Wealth Americas

Canaccord Genuity Group Inc. Reports Third Quarter Fiscal 2021 Results

Excluding significant items, Third quarter earnings per common share of $0.62 (1)

QWealth partners with wealth management firm

Partnership with $280 million AUM operation includes Vancouver Island company's first 'breakaway bank advisor'

Cerity Partners Adds Bainco International Investors

The wealth management practice brings $1.1B in AUM and 16 professionals to the firm

The Family Wealth Alliance Releases 2020 Fees & Pricing in Family Wealth Report

Based on reported and observed returns on managed assets, it sets new benchmarks and best practices for fees and pricing in the family wealth industry.

Goldman Sachs Wants to Get Cozy With Main Street and Its Money

Bank targeting mass affluent in latest personal-finance push

WE Family Offices Shortlisted in Three Categories for the 2021 Family Wealth Report Awards

This marks the sixth consecutive year that WE Family Offices has been considered for the Family Wealth Report Awards.

Going beyond binary investor personas

BMO Global Asset Management is actively exploring ways to ignite more engaging ESG conversations, says CEO Kristi Mitchem

Estate Planning Tips and Tricks

Nobody wants to confront their own mortality. But estate planning doesn't have to be difficult, complicated or expensive.

Fortis Lux Expands Services to Help Businesses Thrive Amid COVID Economy

Announces strategic partnership with Big Apple Accounting, Tax & Advisory ("BigAppleAccounting")

Raymond James Financial Reports First Quarter of Fiscal 2021 Results

Record quarterly net income grew 16% compared to the prior year’s fiscal first quarter primarily driven by the aforementioned higher revenues and a lower effective tax rate, which more than offset the negative impact of lower short-term interest rat

CAPTRUST Opens Pittsburgh Office with the Addition of PWA Wealth Management

PWA was founded in 2003 and advises on more than $800 million in assets for individuals, small business owners, and institutional clients.

Your Investor Confidence Index

The State Street Investor Confidence Index measures investor confidence or risk appetite quantitatively by analyzing the actual buying and selling patterns of institutional investors.

Atria Acquires Sixth Independent B/D, SCF Securities

SCF Securities would add $4 billion in assets under administration and about 150 advisors to Atria Wealth Solutions’ platform.

Trends in wealth management driving the industry's future

From disruption to transformation

MAI Capital Management to Acquire HW Financial Advisors

Partnership strengthens firm’s Cleveland presence, adds experienced team of wealth managers

Atria Wealth Solutions to Acquire Independent Wealth Management Firm

Atria subsidiaries continue to expand financial professional footprint and increase assets

Putting ‘Wealthtech’ to Work to Expand Client Engagement

As the transfer of wealth accelerates over the coming decade and assets more to succeeding generations, wealthtech will play an important role in assisting banks in cultivating the next generation of clients who possess greater comfort with technology tha

Morgan Stanley Global Sports & Entertainment Announces Virtual Financial Education Presentations in Partnership with Reese’s Senior Bowl

Financial Advisors to conduct financial education sessions for players and parents

Hightower Makes Strategic Investment in Siller & Cohen Family Wealth Advisors

The $830 million Westchester County, New York wealth management firm will leverage Hightower’s operational, investment management and business acceleration services to enhance growth.

Power and neutrality: An advisor’s role in philanthropy and society

Rebuilding better after this 2020 reset is an exciting prospect.

Wealth and Asset Management