Managers of Wealth Americas

Three Merrill Advisors Named to Forbes’ Top Women Wealth Advisors List

All three were ranked in the top five of the Michigan financial advisors who were named to the list.

Three Firms Merge for HNW Advisory With Global Reach

Leo Wealth will deliver global, integrated investment and tax planning solutions Company positioned for geographic and international expansion

CI offers stakes in US wealth management biz to acquired firms

In helping analysts understand CI’s second-quarter results, chief executive Kurt MacAlpine (pictured) explained that the Canadian asset manager is offering its RIA acquisition targets the chance to swap equity in their business for equity in CI Fina

Digital Bank Founder Worth $6 Billion to Donate Most of Fortune

Nubank’s David Velez and his wife, Mariel Reyes, committed to give most of their wealth to philanthropy.

Morgan Stanley Wealth Management to Buy Consultant Hyas Group

Hyas Group provide services to 80 California plans with nearly US$ 15 billion of the firm’s US$ 28 billion in total client assets under advisement that was calculated in 2018.

RFG Advisory Named Finalist for 2021 Wealth Management Industry Awards for the Second Consecutive Year

Recognized in Non-Custodial RIA Support Platform Category for Become a Warrior Advisor Podcast & Support Program

Array Technologies, Inc. Announces $500 Million Capital Commitment from Blackstone

Reinforces leadership position and positions company to be industry consolidator

Comprehensive Wealth Management’s Brian Lockett, CFP Named IFG Elite Advisor in 2020

Firm honored with additional IFG awards for excellence in client service through its website presence

AllianceBernstein and LSV Advisors Announce Strategic Partnership

As a part of the broader strategic partnership, AB will become the exclusive private wealth partner for LSV.

CI Financial Reports Record Financial Results

For the first time ever, CI’s total assets have exceeded $300 billion and wealth management assets have surpassed our assets under management, due to the rapid progress in building out our U.S. private wealth platform.

CI Financial Acquires leading RIA

Transaction will grow CI’s U.S. platform to US$74 billion

Bank Leumi USA and Herrendorf Family Foundation launch a $10,000 Emergency Grant for Chicago Students

In partnership with Chicago-based organizations and affiliates, the ‘We Got You’ emergency grant will support post-secondary students pursuing finance and business degrees.

Harbourfront Group of Companies Reports 2nd Quarter 2021 financial results

“This has resulted in a significant increase in assets under administration and revenue growth during the quarter, a trend that we expect to continue into the remainder of the year.”

Fiduciary Trust International expands team

“With changes to tax legislation at the federal and state levels on the horizon, clients need to have tax law experts on their side who can work with them to identify tax-efficient strategies for growing, preserving, and transferring their wealth ac

California-Based Firm with $300MM in Assets Affiliates with Arkadios Capital

Atlanta-based Arkadios has grown to more than $4.25B in assets on its platform and more than tripled its revenue.

Goldman Sachs Lures Workers Back to Office with Food

Goldman Sachs is reportedly offering free food as part of its push to convince employees from its global offices to ditch work-from-home measures and return home.

Legacy Wealth Partners to Join The Colony Group

The Colony Group Further Expands In Southern California

Fieldpoint Private Named ‘Best Private Bank’

Global Private Banker and The Digital Banker Recognize Firm as ‘Best Private Bank for Ultra High Net Worth Clients’

Canaccord takes £125m cash injection to fund acquisition ambitions

The Canadian wealth manager expects to complete its deal for Adam & Co’s investment business in three months and has its sights set on further opportunities.

UBS Global Wealth Mgmt bets on energy, financials, Japan in reflation trade

"I think the equity bubble, if it exists, is certainly not as big as the bond bubble," he added.

Wealth and Asset Management