Managers of Wealth Americas

Morgan Stanley added 110 int’l advisors in 2021 hiring spree

Gatesman added that they onboarded over $16bn in international client assets through the new hires.

Zurich boutique opens in Panama to serve LatAm

The new location will serve asset managers, brokers, banks, fund managers and financial institutions in Latin America.

Bernstein Private Wealth Management Launches New Financial Advice Series “Let’s Talk”

Roundtable Discussions Will Spotlight Some of the World’s Most Innovative Investors, Including Actress and Producer Rosario Dawson

Wealth Solutions Report Welcomes Adam Malamed and Susan Theder to Panel of Judges for WSR Growth & Innovation Awards

Wealth Management Industry Leaders to Guide Selection of Winners and Honorable Mention Recipients for Hybrid RIA / Independent Financial Advisor Group of the Year

Mercer Advisors acquires wealth management firm

Expands Mercer Advisors' Florida and Northeast Presence

Mercer Advisors Acquires wealth management firm

Acquisition of HawsGoodwin Investment Management, LLC Expands Mercer Advisors' Tennessee Presence

CI Financial to Acquire Canada’s Leading Multi-Family Office

The firm manages approximately $2.2 billion of investment assets and $9 billion of family net worth on behalf of clients

Financial scoops up private bank's wealth management assets

Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community

Analytics transformation in wealth management

Modernization can be game changing when it targets the role of RMs.

Royal Bank of Canada CEO seeks to expand wealth management arm in U.S., Europe: Bloomberg

The bank is looking at deals in "wealth distribution in Europe to enhance our European and global wealth franchise," McKay says.

Kingswood U.S. Recruits $295 Million in Total Client Assets with Addition of Seven Independent Financial Advisors and Practices

New Recruits Include Fee- and Commissions-based Practices in California, Colorado, Michigan, New York and Texas

Why Peter Drucker still matters

The man who helped invent modern management was at the height of his fame in the late 1960s, but his emphasis on the moral quality of an organisation predates today's ESG agenda.

Swiss Stock Exchange SIX eyes Latin America for expansion, Cinco Dias reports

SIX has completed in mid 2020 the acquisition of BME in an operation that valued the Madrid market operator at 2.8 billion euros.

UBS Next invests in estate planning platform Trust & Will

Our USD 200 million strong strategic fintech initiative made its fourth investment.

Laird Norton Wealth Management in second merger since 2020

Industry-leading firms join forces to expand client service offerings

Merit Financial Advisors Completes Merger

The partnership enhances Merit's presence in South Florida and New Jersey, adding $557M in assets under management and a new line of business, which facilitates margin lending, reporting, and other consulting services to families, representing $1.6 b

Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform

Columbia Capital Partners Joins Advisor Group through Subsidiary Royal Alliance Associates and OSJ Cline Financial Partners

Wealth and Asset Management