Managers of Wealth Americas

Colony Group Agrees To Acquire $2.8B AUM Investment Manager

After closing on the M&A deal, Colony will have a total of 16 offices nationwide and over 275 team members.

The Asset Management Industry Emerged Strong from the COVID-19 Pandemic, Crossing the $100 Trillion Threshold

Strong Net Flows—Especially from Retail Investors—and Market Growth Led to $103 Trillion in Assets Under Management by the End of 2020, Although Profits Remained Flat, Says New Report by Boston Consulting Group

Laidlaw Wealth Management and Naples Wealth Planning Opens Newest Office in Coral Gables, Florida

Since the acquisition of Naples Wealth Planning, the combined firms have had great success in recruiting key advisors in affluent communities.

BNY Mellon to Bolster Digital Solutions Capabilities with aquisition

Terms of the acquisition were not publicly disclosed.

Wealth Enhancement Group acquires Independent RIA

Upon closing of the transaction, Wealth Enhancement Group's total client assets are expected to exceed $37 billion.

Blackstone to Acquire Sphera, a Leading Provider of ESG Software, Data, and Consulting Services, From Genstar Capital for $1.4 Billion

The company has more than 3,000 customers in more than 100 countries.

Two minutes with David Elwell, Director – Family Office US

Wealthy Americans tend to be less globally mobile than their counterparts around the world.

Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Follows Broadridge's investment in TIFIN's Series B round in April

Kickstand Wealth Advisors Launches Wealth Management Practice in Pittsford, New York

Former Merrill Lynch Advisors go independent with assistance from TruClarity Wealth Advisors

SVB Financial Group Completes Acquisition of Boston Private

With the acquisition of Boston Private, SVB Private Banking & Wealth Management provides the guidance and solutions that fuel its clients to build wealth and expand opportunities for today and tomorrow.

JPMorgan Chase buying spree is Jamie Dimon’s busiest in years

Bank has made almost as many acquisitions this year as in the whole of 2020

More of the Same - Unfortunately

The lack of agreement at the OPEC+ meetings may lay the ground for further upside on the oil price, more upward pressure on headline inflation, and possibly some better performance from the equity oil sector.

Review OF June And Q2 Asset Market Returns

The lack of growth momentum and limited signs of corporate earnings momentum have hampered market performance.

Dakota Wealth Management acquires boutique wealth advisory firm

Strategic acquisition expands footprint into the Philadelphia area

The latest on JPMorgan's big wealth-management plans

The bank this month also said it's buying UK robo-advisor Nutmeg, which oversees some $4.9 billion for around 140,000 investors

CircleBlack Launches Major Upgrade to Wealth Management Platform

Advisors Now Have Configurable Dashboards, Faster Load Times, More Custom Options and Expanded Widget Capabilities

Wealth preservation takes centre stage in Latin America

Domestic and foreign investors alike are hungry to invest in infrastructure projects, with the potential for job creation, economic stability and favourable returns.

Wealth management firms are doubling down on efforts to make their advisor ranks more diverse. Here are the strategies they’re using

“We took a hard look on where we were and we knew that we needed to do more”

Harness Wealth raises $15 million to democratize the power of family offices

That high bar means there are still a lot of people with a lot of resources who need hand-holding.

The Impact Partnership launches Impact Partnership Wealth

The sub-advisor partnership with Market Guard provides a proprietary investment methodology for portfolios

Wealth and Asset Management