Managers of Wealth Americas

Hightower Acquires wealth company

As part of the transaction, Hightower has also acquired Trust Company of Illinois, a TC Wealth subsidiary.

Modera Wealth Management Expands to New York

"We continue to grow our firm to better serve our clients and provide more career path trajectory opportunities for our staff. Our expansion to New York with Greystone supports our continued commitment to the fee-only approach and independence.&

Franklin Templeton Completes Acquisition

Acquisition Reinforces Franklin Templeton’s Position as a Top Separately Managed Accounts Provider and Enhances Its Tax Management, Factor-Based and ESG Customization Capabilities

Texas Team With $700M AUA Joins Private Wealth From Wells Fargo

The team joined Private Wealth Asset Management several weeks after two other advisors left Wells Fargo to head a new division at the RIA specializing in clients’ real estate and energy needs.

MAI Capital Management buys Monarch and Regal to bolster presence

Regal, which was launched in 2020, offers wealth management services such as goals-based investment management, tax planning, legacy planning, and assistance with both business and personal financing.

More On Independent Digital Ecosystems as the Future of Wealth Management

Digital ecosystems with their data lakes, micro services and new forms of user experience and design represent both freedom and a new way of thinking for advisors

Canaccord Genuity Announces Completion of Acquisition

All existing employees of Sawaya Partners will continue with the Company's U.S. capital markets business.

MAI Capital Management Acquires Monarch Business & Wealth Management

The acquisition, which also includes strategic partner Regal Wealth Management, expands MAI’s nationwide presence while adding to its Sports + Entertainment Division

Merrill Lynch Wealth Management Financial Advisor Pamela Goodman was selected as a “Top Wealth Advisor Mom” list by Working Mother / SHOOK Research in 2021.

Goodman is a senior vice president and senior financial adviser to the wealthy advisory teams Nottingham, Walsh, Goodman & Associates.

'Advisors Must Build, Invest in Their Brand': Commonwealth’s Kloman

There are an increasing number of ways clients can access investments.

Morgan Stanley will frame new portrait at the helm

The Australian who has run the New York bank since 2010 has turned in a better performance than most rivals.

Most UHNW Investors Want Tangible Assets Included on Their Balance Sheet: Report

For example, while only 53% of advisors consider tangible assets as part of their ultra high net worth clients’ wealth, 87% of the clients do, according to the report.

High net worth investors want to own a little less of the everything bubble in 2022

Twice a year, the TBEN Millionaire Survey asks investors what major asset classes they plan to increase their exposure to over the next year.

Banque Heritage accelerates business in South America

The task of DEG - a subsidiary of the German state development bank, Kreditanstalt für Wiederaufbau KfW - is to promote private-sector structures in developing and emerging countries through long-term project and corporate financing.

MAI Capital Management Acquires Investment Planning Associates

The acquisition expands MAI's presence in the Mid-Atlantic region and will provide clients of Investment Planning Associates with expanded investment options

Churchill Asset Management Named One of Pensions & Investments’ 2021 Best Places to Work in Money Management

The first part of the survey evaluated each nominated company's workplace policies, practices, philosophy, systems and demographics.

2022 Wealth Planning Outlook: 'Wealth, Redefined'

Annual report explores five societal changes and offers corresponding wealth planning strategies

Canaccord expanding U.S. capital markets biz with Sawaya buy

Canaccord’s U.S. capital markets business has been expanding since 2019 and is a “growing” revenue contributor

LPL Financial Welcomes Sterling Wealth Group

“It is with great pride that we welcome Bob and Mike Madden of Sterling Wealth Group to JFC Advisor Network and LPL,” said Jack Connealy, founder of JFC Advisor Network. “

AssuredPartners Announces Acquisition of Medallion Wealth Management, Inc.

The firm currently reports $3 million in annualized revenues.

Wealth and Asset Management