Managers of Wealth Americas

StrateFi Wealth Management Launches

The advisors reported having served approximately $235 million in advisory, brokerage and retirement plan assets*.

Bluespring Wealth Partners Acquires $350+ Million Hedeker Wealth

Chicago-based firm brings cultural fit and will enjoy increased operational efficiencies through back-office support, successor identification and training

SEI Expands ETF Strategy Line-up with New Domestic Offerings

Strategies Support Goals-Based Approach with Greater Investment Flexibility

Colorado-based Wealth Management Firm, Crestone Capital, Expands to California to Support Growing Client Base

The firm's fourth location will be managed by experienced wealth manager Alyssa Do

Aucoin Wealth Management’s Move to Independence Underscores Commitment to Clients

“We couldn’t be happier to welcome Troy to our community,”

Forbes Announces Sixth Annual List Of America’s Top Wealth Advisors

“This year’s top wealth advisors are reshaping the industry and the financial advisor role and despite uncertainty, have risen to the occasion to provide best-in-class service.”

Wechter Feldman Wealth Management To Join Focus Partner Firm GYL Financial Synergies Transaction Will Increase GYL's Scale and Enhance Its East Coast Presence

Once the transaction closes, GYL's institutional and private client services in West Hartford, Westport, and Parsippany will move forward together under one brand name, GYL Financial Synergies.

UBS Polishes Offers for Private Bankers with Upfront Cash

UBS has had an established track record for hiring advisors from private banks, nabbing the vast majority of around a dozen large teams that have exited from J.P. Morgan Private Bank over the past year.

Richardson Wealth and Purpose Investments Deepen Relationship with Innovative Asset Management Partnership

"This enhanced relationship is a great opportunity to build on each other's strengths, focus on growth opportunities, share intelligence, and expand offerings to our existing and new clients as part of Purpose,"

Scotiabank reports third quarter results

Canadian Banking generated strong earnings of $1,083 million, driven by higher non-interest income, lower provision for credit losses, as well as strong asset and deposit growth.

BMO Financial Group Reports Third Quarter 2021 Results

Our consistent financial performance enables us to deliver on our vision for a sustainable future.

RBC Wealth Management Cuts Asia Ex-Japan Exposure On China Worries

The combination of Chinese regulatory fervor and the increased threat posed by the Delta variant has led us to reduce our long-recommended allocation of stocks from Asia ex Japan from overweight to market weight.

Financial Spotlight: Stifel - Simplify Wealth Group

The two began talking and became fast friends who found they worked well together.

Fifth Third Private Bank Introduces Business Transition Advisory Team

Frieda Rakhman leads team as managing director of strategic client development

KCA Wealth Management Receives Three Community Awards for Second Year in a Row

The holistic financial planning firm is Central Pennsylvania's only three-time award-winning team two years in a row

$122M Dodds Wealth Management Group Joins Commonwealth

Both Dodds are certified financial planners, and the elder Dodds holds three other financial services industry designations.

Evoke Wealth Management Goes Independent With Kestra Private Wealth Services

The addition of Evoke Wealth Management marks the second office Kestra PWS has opened in New Jersey.

Altium Offers Altelligence™, a Proprietary Investment Platform, to the Wealth Management Community

Altelligence™, designed by and for high-growth RIAs, provides low-cost investment solutions and delivers significant tax alpha

Level Up Client Communication In 2021, And Beyond

In the contemporary everchanging scenario it is actually possible to win the best of both worlds, by start looking in depth at the whole art and science of communicating with private clients.

Noah Holdings Limited Announces Unaudited Financial Results for the Second Quarter of 2021

Net revenues for the second quarter of 2021 were RMB899.4 million (US$139.3 million), a 20.3% increase from the corresponding period in 2020, primarily driven by increased one-time commissions as well as recurring service fees, partially offset by decreas

Wealth and Asset Management