Managers of Wealth Americas

Hightower Facilitates Lexington Wealth Management's Third Sub-Acquisition This Year

Lexington is adding Thompson Wealth Management, a $340 million AUM firm in Concord, Mass., to its growing team of wealth management professionals.

The dos and don’ts of setting up a foreign wealth management office

A fulsome regulatory review is required to avoid the pesky unknowns that inevitably alter the profits and losses of the new office.

Raymond James Draws $670M Team from Merrill

The team offers comprehensive wealth management services to a variety of clients including business owners and foundations, Raymond James says.

Ora Citron Named 2021 Five Star Wealth Manager with Diamond Group Wealth Advisors San Francisco/Bay Area-Based Wealth Management Firm

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry.

Matrix Capital Advisors, a Chicago RIA Serving High-Net-Worth Clients, Joins CI Private Wealth

By combining with CI Private Wealth, we will benefit from CI’s capabilities and support in all aspects of the business, allowing us to further enhance the service and attention we provide to our clients.

New Wealth-X Report Reveals a Staggering Level of Generational Wealth Transfer Leading up to 2030

Over the next decade, almost a quarter of this population will transfer more than $18 trillion in wealth, a sum greater than China’s annual GDP in 2020.

Apollo Accelerates Global Wealth Build with Acquisition of Griffin

Strategic Acquisition to Add US Wealth Distribution Team and Individual Investor-Focused Real Estate and Credit Products with Over $5 Billion of AUM

Prominent Financial Advisor Celebrates Launch Of Independent Wealth Management Firm In Houston, Tx

Specializing in tailored investment and planning strategies, Henry Bragg & Co. offers an integrated approach to wealth management

Wilmington Trust Lures FAs from BofA Private Bank, TD

Tyler Calder, meanwhile, joins Wilmington Trust as a wealth advisor from TD Private Client Wealth

Altamont Capital Partners stakes $7bn asset manager

Private equity firm Altamont Capital Partners has bought a stake in Horizon Investments

Scotiabank profit beats estimates on lower provisions, Canada, wealth growth

Reported net income for the fourth quarter ended October 31, 2021 was $2,559 million compared to $1,899 million in the same period last year. Diluted earnings per share were $1.97, compared to $1.42 in the same period a year ago.

Raymond James signs up to new data integration hub

It is designed by Sprint Enterprise Technology that was founded in 2010 and is known for Fastrak software.

Merger of Cerity Partners and Bingham, Osborn & Scarborough

Creates $40 Billion Wealth Management Firm

UBS will find plentiful opportunities in US digital wealth management push

Digital wealth management targeted at the mass affluent market is projected to be the fastest-growing segment at an annual rate of 16.8% over the same period.

Wealthspire Advisors to Acquire California-based Wealth Management Firm, Private Ocean

Acquisition adds $2.7 billion in assets, expands Wealthspire’s national presence with West Coast offices

The Colony Group Announces Fifth Strategic Transaction of 2021

Derby and Company to Join Colony in Further Expansion Across New England

How Nicola Wealth exploded on to the Ontario scene

Firm has experienced huge growth in the pandemic and is poised to launch more in 2022

UBS Adjusts Advisor Compensation Plan to Reward Teams, Encourage Loyalty

UBS’s updated compensation grid incorporates just two factors: advisors’ trailing-12-month revenue production and their length of service at UBS.

Benjamin F. Edwards Partners with RBS Wealth Management

The full-service wealth management firm has a distinguished legacy spanning over 135 years and five generations.

Two UBS advisors in Greater Florida named to the Working Mother/SHOOK Research Top Wealth Advisor Moms list

The women advisors named to the list all have a child aged 21 or younger still living at home.

Wealth and Asset Management