Managers of Wealth Americas

Wealth Enhancement Group Announces Acquisition

Fast-Growing, TA Associates-Backed Wealth Management Firm Builds on Recent Growth in Northeastern US with Continued Execution of its Long-Term Acquisition Strategy

Hightower wins Digital Wealth Management Impact Innovation Awards

Hightower was honored with a Sales Enablement/Prospecting award for Engage, its digital marketing platform for advisors

Broadridge Collaborates with AWS to Extend its Private Market Hub, the Industry-Leading Private Equity Blockchain Solution

Latest release adds connectivity to existing industry tools and technologies

Morgan Stanley’s Portfolio Risk Platform Receives Additional Industry Recognition for Product Innovation

Firm Wins Aite Group’s 2021 Digital Innovation in Wealth Management Impact Innovation Award for Digital Client Engagement

BMO Recognized at 2021 Responsible Investment Association Leadership Awards

BMO GAM was honoured in the Market Education category for the development and launch of the MyESGTM analytics tool.

JP Morgan Asset Management launches Growth Equity Platform

The group will be focused on institutional and high-net-worth clients and will also have the ability to invest the firm's capital alongside investors.

Hurricane Capital Advisors Chooses SS&C's Front-to-Back Solution to Power Operations

The new start-up will leverage institutional-grade solution to support growth strategy

Advancing the State of the Art

Successfully harnessing technology in a complex and heavily regulated industry is not easy, even when there is great enthusiasm for it.

Citi (C) Hires Financial Advisers to Expand Wealth Management

Citigroup is focused on simplifying its business lines.

Three UBS advisors in South Florida named to Forbes/SHOOK Top Women Wealth Advisors list

This year's list recognizes 1,000 women advisors across the US, who have been selected by SHOOK Research after undergoing extensive interviews covering areas such as client service, compliance and investing process.

Sharon L. Klein Named to Forbes Top Women Wealth Advisors 2021

The Forbes ranking, developed by SHOOK Research, is based on both qualitative and quantitative data from nominations and in-person interviews.

Orion and HiddenLevers Announce First Post-Acquisition Deal With Cardea Capital

Leading RIA and TAMP chooses HiddenLevers for its approach to risk analysis and recommendation construction

Wells Fargo Moving Past “Knock-On Effects” of Bank Scandal, Looks to Go on Offense

Wells Fargo’s rivals have seized those types of bank-owned brokerage opportunities, and “done so well,” Scharf added.

Wealth Enhancement Group Announces Acquisition

Rapidly-Growing RIA Backed by Private Equity Firm TA Associates Accelerates Acquisition-Focused Component of its Growth Strategy, Further Strengthens Footprint in Northeast US

Fiduciary Trust International Celebrates 90 Years of Delivering Peace of Mind by Simplifying Complex Financial Lives

Fiduciary Trust International remains focused on leveraging innovative technology to strengthen relationships, and the overall wealth management experience for clients.

What’s the new digital playbook for wealth management?

New report unwraps action agenda to help firms increase profitability and enhance both client and advisor experiences

Local Ballard resident Heather Krause named to 2021 Forbes Top Women Wealth Advisor list

Krause & Thorpe Wealth Management Team focuses on the importance of building long-term relationships through education and helping clients develop, and stick with, an investment strategy to reach their financial goals.

Canaccord Genuity Group Inc. Reports Record Fourth Quarter and Fiscal 2021 Results

Record global capital markets revenue of $487.0 million for the fourth quarter and $1.3

Near-Record Revenues in 2020 Provide Opportunity for Investment Banks to Restructure and Enhance the Client Experience, According to Accenture Report

Pandemic-driven rebound could help capital markets industry accelerate technology investments to protect against disruption

Scotia Global Asset Management announces name changes and index changes for select Scotia Pools and Funds

The investment objectives and other aspects of all the affected Pools and Funds will remain the same.

Wealth and Asset Management