Managers of Wealth Americas

Wealthsimple raises C$750m in one of the biggest Canadian tech investment rounds ever

Other investors in the round include DST Global, Iconiq, Dragoneer, TCV, Sagard, Allianz X, Base 10 and Redpoint among many others.

Upending a Century of Wealth Planning

While the rules for step-up in basis at death and carryover basis for gifts have remained largely the same for almost a century, historical context can offer additional insight into the proposed STEP Act.

Why it makes sense to outsource client reporting operations

One critical aspect of any investment or wealth manager’s operations is providing timely, accurate and accessible client communications and reporting—an area ripe for outsourcing consideration.

2 Big Seattle Wealth Managers Are Merging. It’s the Anti-Private-Equity Deal.

Anne Marie Stonich, Paracle’s co-founder and managing director, says that as her firm grew she knew it would have to add nine executive positions in areas like human resources and marketing.

CI Financial Affiliated RIA Congress Wealth Management Acquires Pinnacle Advisory Group to Create $5.8-billion Firm

Transaction boosts CI’s U.S. assets to $58 billion

Sarasin buys Bank of Montreal's HK, Singapore private banking arms

They provide a complete suite of private banking and wealth management services to private and institutional clients in Asia and globally.

Top Advisor Spotlight: Greg Onken, Managing Director, JPMorgan Wealth Management

He was named a Top Wealth Advisor and Best-In-State Wealth Advisor this year.

How UDB Financial Grew by More Than 30% Since Joining Ameriprise in 2019 to Manage $833 Million in Client Assets

The financial advisors credit Ameriprise’s goal-based advice, integrated technology, leader support, and culture for accelerating their growth

Boutique Independent Broker-Dealer, Prospera Financial Services, is Proud to Announce the Affiliation of Ossola Wealth Management, Adding $120M in AUM

As the client services associate, Allison Squar runs the firm's onboarding needs, provides process review, and manages the overall client experience.

Clarfeld | Citizens Private Wealth Opens Wealth Center in West Palm Beach, Florida

The South Florida center will be easily accessible to clients who are increasingly either seasonal or full-time residents in South Florida, a region that’s becoming more popular for high net worth and ultra-high net worth individuals and families, i

Raymond James Financial Reports Fiscal Second Quarter 2021 Results

Moreover, we are well positioned entering the second half of the fiscal year, with records for client assets under administration of $1.09 trillion, total number of Private Client Group financial advisors of 8,327, and net loans at Raymond James Bank of $

Richardson Wealth Advisors Named as Finalists for 2021 Wealth Professional Awards

7th Annual WP Awards Recognizes Excellence in Wealth Management

Lugen Family Office Offers Customized Legacy Planning Services Backed by Proprietary System

Safeguarding and Empowering Family Legacies and Wealth in Alignment with Family Values and the Core Values of LFO.

BTG Pactual Launches US Strategic Capital Unit

“Strat Cap” is an opportunistic investment strategy focused on asset-oriented businesses; unit has committed ~US$ 240 million to three investments in recent months

18 person advisor team at UBS named to Barron’s Top 100 Private Wealth Management Teams list

The 18 person, Charlotte-based team is led by advisors Mitchell Wickham, Greg Cash, Ron Bryson, North Moore, Trevor Hoke and Ray Evans.

Canadian Western Bank sets sights on HNW entrepreneurs

Integration of T.E. Wealth and Leon Frazer platforms gives bank scale to compete with Big Six, CWB executives say

SS&C Updates Offer on Acquisition of Mainstream Group

SS&C has agreed to increase the consideration payable under the scheme after receipt by Mainstream of a non-binding indicative cash offer of $2.20 per security from a third party.

REFILE-Credit Agricole sells wealth management unit in Brazil to Banco Safra

This volume will position Safra as the country's sixth largest asset manager, with 110 billion reais.

RBC adds ESG scores to funds on $23bn select list, preps emerging PM program

The manager research and due diligence team will give a numerical rating of between one and five to each fund, ETF, or SMA it vets, using the same criteria across all vehicles.

A $6 Trillion Family Office World Fights Post-Archegos Crackdown

Reform advocates press agencies to peel back offices’ secrecy

Wealth and Asset Management