Managers of Wealth Americas

CI Financial to Acquires Wealth Advisory Firm with US$5.1 Billion in Assets

Acquisition boosts CI’s U.S. Assets to US$63 billion and total assets to US$230 billion

Skybound Wealth gains SEC federal licence for US investment advice

Skybound Wealth Management is an independent financial adviser firm with offices in the UAE, Switzerland, USA and the UK.

Unified managed accounts can propel wealth manager success

Unified managed accounts can help wealth managers combat current market challenges while laying the foundation for the firm’s practice to thrive for years to come.

Focus Financial Partners Reports First Quarter Results

Performance Exceeds Expectations, Reinforcing Strong Momentum

Matthew Fleissig Named Leading Individual at the Family Wealth Report Awards 2021

These awards recognize the very best operators in the private client industry, with 'independence,' 'integrity,' and 'genuine insight' the watchwords of the judging process

Wealth management firms must better cater to young investors' social beliefs: study

The survey found that investment firms have lots of room for improvement, with only 36 per cent of investors saying their needs are being completely met.

Key Private Bank Wins 'Best Regional Private Bank' At The 2021 Family Wealth Report Awards

The FWR Awards showcases high-performing providers in global private banking, wealth management and advisor communities.

Walter Global Asset Management and W Investments Group partner with Michael Grondin and his team to launch ‘Samara’ multi-family office

Samara will carry a family focus extending beyond investment management by achieving cohesion and prosperity objectives across generations,” said Grondin, who himself comes from a family of entrepreneurs.

Wellington-Altus Private Wealth

This revolutionary firm is changing how Canadians manage their money

Totus Wealth Management Launches with Cetera

Texas-based team supports $2.4 Billion in Assets

Pence Wealth Management Announces Firm Named One Of Country's Top Private Wealth Management Teams By Barron's

This is the latest in a long line of accolades for the firm in recent months.

InReach Wealth Advisors Earns Ameriprise Client Experience Award

As a private wealth advisory practice, InReach Wealth Advisors provides financial advice that is anchored in a solid understanding of client needs and expectations and is delivered in one-on-one relationships with their clients.

Employees Are More Likely To Pretend They’re Working When Employers Track Their Productivity: Here’s Why

“If I feel like someone doesn't trust me enough to feel like I’m doing my work without monitoring through software, how do I trust them back? How do I build that physical safety?”

J.P. Morgan and Nationwide Launch First Professionally Managed Annuity

Exclusive Annuity Provides Clients with Professional Guidance and a Tax-Efficient Investing Option

Two UBS Advisors Named to Barron’s Top 1,200 Financial Advisor List

Elizabeth has spent the last three decades at UBS, where she has cultivated a specialization in private clients, their families and their foundations.

Boston Private Financial : Wins 2021 Family Wealth Report Award - Firm Recognized for Outstanding Contribution to Wealth Management Thought Leadership

Additionally, the winning firms demonstrated resilience and remarkable customer care during the unprecedented events of 2020.

Wealth and Asset Management