Managers of Wealth Americas

Mercer Advisors Acquires McGee Wealth Management, Inc.

Acquisition of McGee Wealth Management, Inc. (Registered Investment Adviser), Expands Mercer Advisors' Presence in Oregon and Pacific Northwest

CI Global Asset Management Announces Reinvested Distribution for CI First Asset Long Duration Fixed Income ETF

The Reinvested Distribution will not be paid in cash but will be reinvested and the resulting units immediately consolidated so that the number of units held by each investor will not change.

Proteus Adds Model Portfolios and Sub-Asset Class Pools to Alternative Investments Platform

Advisors and investors can use the models and pools to simplify the creation and management of diversified alternative investment portfolios.

Why Latin American Families Look to the US & Europe for Security and Comfort

Emilio recently spoke at the Uglobal 2020 Wealth, Tax Planning & Immigration Virtual Expo panel, Preparing Ahead: Best strategies for international tax and wealth planning before making a move to a new country.

2021 US Wealth Management Outlook: Becoming “Essential” Financial Advisers

For some advisers and firms that may mean continuing to hold virtual meetings with clients.

Silver Linings Even in Adversity

Economists who had only recently been increasing their forecast for fourth-quarter global GDP growth are now cutting back their forecasts for the first half of 2021.

The benefits of wealth management: Does it pay off in the long-run?

Holistic wealth management is a key factor in helping people to reach all of their goals, short-term and long-term

How Can I Miss You if You Won’t Go Away?

Sometimes it takes more than the turn of the calendar page to escape the prior year’s legacy

Young American Adults Top $10 Trillion in Assets for First Time

Younger Americans hold $800 billion in private-business equity

Concord Wealth Partners Launches Concord Asset Management

Institutional Quality Services available to individual investors

Wells Fargo to close international wealth management business

The decision is set to impact the group’s near 330 international financial advisors that are based in its offices Miami, New York, Texas and California.

Ten Trends to Impact Wealth Management in 2021

Among the biggest developments set to influence advisors’ businesses this year include consolidation among wealth management firms, the rise of ESG investing, a renewed focus on prospecting and changes to advisor compensation models.

Why Real Estate Is One Asset That Builds Generational Wealth

For more average Americans, the numbers may be different, but the outcomes are similar.

CI GAM announces private-investment partnership

Collaboration with recognized private-markets firm to benefit Canadian accredited investors

Centurion Wealth Management Named a Top Wealth Management Firm by AdvisoryHQ

Through this process, AdvisoryHQ created a ranking list of the 12 best financial advisory firms in the area.

Associated Banc-Corp Enters Strategic Agreement with Rockefeller Capital Management

Rockefeller & Co. LLC to acquire Whitnell & Co. and further deepen its roots in Chicago

Wealth managers cannot ignore best execution obligations

Every country has a regulatory body that examines firms’ abilities to provide best execution.

Hightower Buys $8 Billion Wealth Manager

Bel Air - Hightower's largest acquisition ever - is an $8 billion advisory business based in Los Angeles, serving high net worth individuals, families and foundations

CI Financial Completes Acquisition of Four RIA Firms

CI’s combined total assets reach record C$228 billion

Silicon Valley Bank just made an even bigger push into wealth management

The acquisition of Boston Private accelerates SVB's private bank and wealth management offering, strengthening SVB's overall platform and ability to fully meet the financial needs of its clients.

Wealth and Asset Management