Managers of Wealth Americas

Financial Resources Group Investment Services Announces Partnership with Valley Wealth Group

Valley Wealth Group to Become First Cross-Platform Practice to Join Financial Resources Group

Ameriprise Wealth Management Assets Grow 22% As Recruiting Picks Up

Ameriprise took in $10 billion in new client assets during the quarter, while its advisor headcount grew 2% year-over-year.

UBS: Wealthy warm to sustainability; aim to protect assets from Biden tax changes

Climate change is becoming an increasingly pertinent topic driving policy and markets.

UBS Starts Digital Wealth Bank in U.S. to Rival Wall Street

UBS currently has about 2 million customers in the U.S. that it calls workplace wealth clients -- people with large pension funds and stock options -- and plans to use the new digital wealth manager to do more business with those clients as well as captur

Fidelity Institutional Launches The Decade of Generational Wealth to Help Advisors Drive Deeper Engagement With Clients and Their Families

The Decade of Generational Wealth helps advisors operationalize EQ to support families as they navigate the complexity of the coming generational transitions.

Broadridge Canada Partners with Equisoft to Enhance Its Wealth Technology Platform with Innovative Front-End Solutions

Broadridge is a global Fintech leader that delivers a single, consolidated Wealth Platform designed to modernize a financial firm's entire business.

Pension & Wealth Management Advisors Introduces New Service to Help Individuals Accumulate Wealth

As their wealth accumulates and their lives becomes more complex, PWMA is there to help them navigate these complexities using its wealth management expertise.

IG Wealth Management Introduces Portfolio Solutions to Help Clients Address Climate Change

New suite of IG Climate Action Portfolios provides clients with the opportunity to both support and take advantage of the global transition to net zero emissions

Rockefeller Capital Management to Open First International Office in London with the Formation of Rockefeller Asset Management International

The initial plans for expansion include opening an office in London, to better serve clients across the UK, Europe, and Asia.

Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers

AdvisorPeak's team of experts join Addepar to complement the company's rapid pace of innovation and growth

Ares Management Corporation Launches Ares Wealth Management Solutions

Raj Dhanda Named Ares’ Global Head of Wealth Management

Macquarie Asset Management acquires alternative investment firm

The agreement underscores MAM’s commitment to offering individual investors a diversified platform of institutional-quality alternative investments managed by Macquarie and other leading sponsors.

State Street disavows claims of asset management sale

"Our overriding goal would be to continue to participate in the business, assuming that we can continue to improve performance.

CI Financial to Acquire $3.4-Billion Ultra-High-Net-Worth Wealth Manager

Addition of multi-family office RIA boosts CI’s U.S. wealth assets to US$83 billion

BTG Pactual announces agreement with Nomura Asset Management in US Offshore market

This partnership responds to the goal of offering the best international products to our clients and will enable US Offshore Wealth Managers to access best-in-class funds; value-generating products particularly suitable for private banks here in the US.

CapIntel Partners with IG Wealth Management

Over 3,000 IG Wealth Management advisors across Canada will use CapIntel's digital application to deliver tailored client proposals and more

CI Financial Reports Total Assets of $320.4 Billion for September 2021

CI’s Asset Management business delivers $800 million in net sales for its best quarter in over six years

Scotia global asset management to create private assets unit

Scotia GAM had $300 billion (US$243 billion) in assets under management as of the end of July 2021.

New BNY Mellon Wealth Management Survey Finds Over Half of High-Net-Worth Americans Prefer the Ability to Preserve and Protect Their Wealth Over Concierge Services and Lifestyle Gifts

Many clients – 11% – are unlikely to switch providers until they feel dissatisfaction with their current ones

Investments & Wealth Institute's New Alliance Expands Member Benefits

Investments and Wealth Institute members gain special access to premier fiduciary education and technology through Broadridge.

Wealth and Asset Management