Managers of Wealth Americas

SignatureFD’s Heather Robertson Fortner Named CEO of the Year by WealthManagement.com

This is a testament to Heather’s leadership and ability to shepherd an organization through challenge and change.

iCapital and Grayscale Partner on Crypto Access

Partnership will meet growing investor demand for burgeoning asset class

Four UBS advisors named to the Forbes/SHOOK Top 250 Wealth Advisors List

We are extremely proud to have exceptional UBS representation in Southern California on this prestigious list

Key Family Wealth Business Advisory Services Awarded Best Client Intiative For A Family Office From WealthManagement.com

The award recognizes the achievements of Key Family Wealth's Business Advisory Services which has helped dozens of owners successfully transition their privately held businesses over the past several years.

Forbes recognizes Terry Cook on America’s Top Wealth Advisors 2021

Cook is one of only three wealth advisors in Washington state to crack the top 100 list.

Apella Capital to Establish Partnership with Wealth Partners Capital Group

Connecticut-based RIA will receive investment to fuel acquisition-based growth

Wealth Enhancement Group Joins Forces with Independent RIA

Upon completing the transaction, Wealth Enhancement Group's total client assets are expected to reach $45.45 billion.

New Independent Wealth Management Firm Launched

Client portfolios include real estate investments, alternative investments, investments in private deals and private companies, and exposure to digital assets such as Bitcoin and Ethereum.

Scotiabank seeking to buy U.S. wealth management team or business- CEO

"The U.S. dollar management capability is important to us, it's important to our customer," he said.

Hightower makes sixth deal in 2021

The $1.5 billion advisory business will leverage Hightower's organic growth offerings.

Ahead of DOL IRA Rollover Requirements, Broadridge Fi360 Offers Enhanced Solution

Broadridge Fi360 Solutions worked to enhance the tool with ongoing support from the Pension Resource Institute to develop best practice criteria that is easily adaptable as the regulatory environment evolves

State Street to Acquire Brown Brothers Harriman Investor Services

The acquisition is expected to be accretive to earnings per share in year 1.2

Sanctuary Wealth Welcomes Crosswaters Wealth Management

10th Merrill breakaway this year adds Oregon office and $230 million AUA to Sanctuary's continually expanding network

Family offices should review their outbound investment structures

Family offices are the private investment vehicles that currently report the highest growth.

Seven Ameriprise Financial Advisors Named to the Forbes “America’s Top Wealth Advisors” List

The honor is a testament to their unwavering focus on helping clients achieve their goals by harnessing the broad capabilities and support we offer at Ameriprise.

Wealth Advisory Firm joins Focus Financial Partners

Ancora will significantly expand Focus’ presence in the Midwest high net worth market.

UBS Offers U.S. Advisors «Golden Hellos»

One tool used to poach staff is so-called «forgivable cash loans», which are nothing more than advance payments.

UBS Lifts U.S. Ultra-Wealthy Bankers

UBS is promoting several private bankers in its business with U.S. wealthy.

EP Wealth Advisors Acquires Homewood Capital Management

The acquisition expands EP Wealth’s footprint in the Greater San Francisco region and enhances its overall financial planning expertise

The Top Three Benefits Of Establishing A Family Office

One of the main advantages of having a family office is that you have a dedicated team that analyzes and tracks your investments.

Wealth and Asset Management