Managers of Wealth Americas

How Outsourcing Benefits Wealth Management Firms: Fidelity

In a survey, advisors who outsourced were more likely to report growth in clients and AUM.

William Blair Continues Its Expansion

We are committed to attracting and retaining the highest quality talent and finding professionals who have built their careers serving clients, and caring for their communities.

Dennis Draeger Honored As Top Best-In-State Wealth Advisor by Forbes Magazine

Bank of America rebrands its wealth management unit

The Global Wealth and Investment Management arm of BofA recently reported net income of $1.06bn for the fourth quarter of 2018, a 43% jump compared to $744m in the previous year.

BTG Pactual attracts $18.1bn in fresh fund and wealth assets

The bank’s asset management division also recorded its highest ever inflows for a single quarter last year, posting 20.9 billion reais in the last three months of 2018.

Billionaire Elon Musk plugs in to Morgan Stanley for his five monster mortgages Housing

The Morgan Stanley loans, signed in the final days of 2018, represent about $50m in new borrowing.

Focus Financial to buy New York-based investment manager

“The transaction will contribute to the success of the combined entity by expanding the scope of investment and planning services, and allowing Atlas to better service and expand their client base.

Impact of Tax Cuts and Jobs Act on Family Offices

weeping tax reform package was deployed in 2018 and its full effect now evident amidst filing season.

What Families Of Wealth Need To Know About The New Tax Law

Tony McEahern and Dan Terlep of Cresset explore five opportunities provided by the tax law changes and how they may be of benefit.

Impact Investments and Aligning Family and Family Office Interests: Q&A With Michael Tiedemann

When the parent is successful or wealthy, it creates an undeniably unique dynamic with their children, who may have different attitudes towards money.

RBC Wealth Management reports unchanged income for Q1 2019

RBC however concedes that these factors were held in check by the headwinds mentioned above.

$1.3 Billion Top Financial Advisor Expects More Market Lows In 2019

Early within his career as a financial advisor, Condron found his talents in generational planning.

Mariner Wealth Acquires California Wealth Management Practice

The companies didn’t disclose the terms of the deal, which goes into effect April 1

Morgan Stanley Subs Private Wealth Manager in Chicago, Nabs Merrill Beverly Hills Broker

Morgan Stanley also brought a lapsed manager back into the fold on Friday by hiring T. Scott Fleming, to run its Manhattan Beach office south of Los Angeles.

The Mather Group Acquires Astraeus Advisers, Launches TMG Family Office

Partnership marks The Mather Group’s second billion-plus AUM acquisition within 90 days—a sign TMG’s inorganic growth strategy is gaining momentum.

Mirabaud launches Uruguay wealth offices

The group plans to hire more relationship managers, which should bring its Montevideo-based staff to six people in 2019, according to the statement.

Wells Team in New York Generating $5.5 Million Joins First Republic

Reached at his new office on Tuesday morning, Schulman said he could not immediately comment on the team’s decision to join the San Francisco-based bank.

Dynasty Financial Partners Will Move its Headquarters from New York City to St. Petersburg, Florida In Second Quarter 2019

Dynasty Moves Headquarters to St. Petersburg As More Wealth Firms Choose St. Pete /Tampa

When the Ultra-Wealthy Give, It Is ‘Almost Like Starting a Business’

It’s no surprise that the types of charitable causes the two groups support overlap, with education the top cause for both.

Mercer Advisors acquires $350 million Asset Manager

RIA Acquisition Expands Mercer Advisors' Presence in the Mid-West

Wealth and Asset Management