Managers of Wealth Americas

Frontier acquires $180 million Highwater Wealth

The deal provides a second Denver location for the Kansas City, Mo.-based RIA

UBS Private Wealth Advisors Lance Cholet and Reed Fawley Earn Certified Exit Planning Advisor (CEPA) Designation

Both join prestigious, international community of business advisors that are members of the Exit Planning Institute

Millennials started saving earlier than other generations, but they still have less wealth than their parents did at their age

Many of these millennials, according to the survey, have a good chunk of money tucked away.

Fieldpoint Private Again a Winner at the Private Asset Management Awards

The award marks the firm’s third such win in the last five years.

JPMorgan Chase Goes Old School to Find Growth

Focusing on brick-and-mortar branches has been a smart move despite the decline of retail banking.

Tech-Enabled Private Wealth Manager Launches for High Net Worth Investors

Almost all financial advisors charge assets under management (AUM) fees, in which clients pay a percentage of their assets to their advisor every year.

UBS Advisor Conley Thornhill Named to Forbes Best-in-State Wealth Advisors List

Thornhill, who has over 39 years of experience in the financial services industry, has earned the designation of CFP and CIMA.

Wealth Management Update February 2020

The low Section 7520 rate and AFRs continue to present potentially rewarding opportunities to fund GRATs in February with depressed assets that are expected to perform better in the coming years.

Canaccord Genuity Group Inc. Reports Third Quarter Fiscal 2020 Results

Excluding significant items, third quarter earnings per common share of $0.23 (1)

Reshaping wealth management - Five big trends for 2020

Transparency might be seen as an industry reaction to the global financial crisis.

Private Banking and Wealth Management Survey 2020

UBS Global Wealth Management retains the top spot; JPMorgan is a standout, too.

Wells Lures $3-Mln UBS Advisor in Connecticut

A UBS spokeswoman did not respond to a request for comment.

BMO Global Asset Management making climate change a priority

BMO GAM has selected a range of specific focus issues for engagement in 2020 in relation to climate change.

UBS Financial Advisor Named to Both State and National Forbes Lists of Top Wealth Advisors

Recognition as a leader in financial services

Citi Announces Citi Wealth Builder Digital Investment Platform

Citi Wealth Builder quickly matches customers to one of six portfolios based on their responses to questions ranging from their level of comfort with market volatility to their retirement goals and how much they’ve saved to date.

Fiduciary Trust hunting for more wealth managers

The company's deals to buy The Pennsylvania Trust and Athena Capital Advisors are just the beginning, execs said

$1.2 Billion Team Departs Bank of America Private Bank for Fieldpoint Private

Orlando/Winter Park expansion underscores Fieldpoint’s growing Florida presence

Marsh combines two private client services practices

As a combined entity, the MMA PCS practice will serve the HNW sector from 120 locations throughout the US with more than 700 client-facing colleagues.

Goldman Sachs to increase private wealth adviser headcount

Goldman Sachs chairman and CEO David Solomon said: “We are resolute in fulfilling our purpose of putting capital and ideas to work to evolve organisations, accelerate global economies and amplify personal prosperity.

Stifel Reports Record Fourth Quarter and Full-Year Results

For the three months ended December 31, 2019, the Company reported non-GAAP net income available to common shareholders of $146.6 million

Wealth and Asset Management