Managers of Wealth Americas

Mariner Wealth Advisors acquires second Houston wealth management firm

The latest acquisition is Mariner's second in Houston.

FOX Report Reveals Increased Allocation to Private Investments

Although the average overall portfolio return was essentially zero (-0.2%), family offices were surprisingly satisfied with the results.

Merrill Sticks with Recruiting Freeze, Brokers Hit Growth Numbers

Brokers in 2019 must generate six new household accounts over $250,000 to qualify for an extra 100-basis-point payout on revenue produced, up from a five-account target in the 2018 plan.

Rockefeller Global Family Office to Expands

Nathan Crair will join the Rockefeller Global Family Office as a Managing Director, with responsibility for recruiting and managing Private Wealth Advisors in the region.

BancorpSouth's Wealth Management Services President Named Among Top Program Managers

It's an honor to receive this recognition, but the accolades should go to our team

The CEO agenda: Mike Corbat, Citi

People rise to the top of the agenda.

Wealth Enhancement Group Announces Acquisition

Lightyear Capital-Backed Wealth Management Firm's Acquisition of Independent Financial Advisory Business with $1.3 Billion in Client Assets is its Twelfth in the last Six Years

Snowden Opens First Florida Office, Staffed With $344M Merrill Lynch Teams

Both the Parr Murillo Group and the Rego Arias Group will specialize in providing financial and estate planning services to high-net-worth families and institutions in the U.S. and worldwide.

CUSO grabs credit union program from LPL as parent closes Next acquisition

EECU is not the only credit union in Texas to join CUSO.

Merrill Lynch Team Goes for Independence with Sanctuary

An expanded range of investment options, operational support, and client services through Sanctuary will enable us to maintain our client focus” and “grow successfully,” Westcoat says in the release.

Canaccord Genuity Buys Australian Securities Firm

Agreement substantially increases scale of the Company's wealth management business in the region and establishes a significant platform for expansion in Australia

UBS Reportedly Hired Just 22 Experienced U.S. FAs in 2019

Between last November and April, meanwhile, 109 advisors left UBS

Five Ways Securities-Based Lending Unlocks Opportunities for Advisors and Clients

By definition, high-net-worth and ultra-high-net-worth clients have enough assets to fund their lifestyles and meet their financial goals.

Meet the Money Whisperer to the Super-Rich N.B.A. Elite

Who’s the guy Klay Thompson and other N.B.A. stars trust to manage their wealth?

How Wealthy Have Our Super Wealthy Become?

We now have some new clues, thanks to the tax-evasion records whistleblowers have been so generously sharing.

Goldman Sachs CFO Eyes Wealth Management Acquisitions in Europe

Executives at Goldman Sachs have been sketching out more details of how the firm plans to expand beyond its investment-bank division into more stable sources of revenue.

$17B gone: The biggest-ever advisory team exit and the bank that lost it

If all that wasn't enough, only seven years have elapsed since the bank paid a groundbreaking $125 million to the advisors to acquire the RIA, Luminous Capital.

Fidelity Plans New Wealth Management Platform

New open architecture platform will deliver deep integration with eMoney and access to leading investment and technology solutions, plus Fidelity’s robust service and a simplified client experience

UBS Recruited Fewer Than Two Dozen U.S. Advisors This Year, Executive Says

“That’s obviously not a lot for a major wirehouse firm,” Louis Diamond, a New York-based recruiter with Diamond Consultants said of the new-broker count. “It definitely fits with the narrative about selectively recruiting.”

Rockefeller to Reach $36B AUM by Year's End

“The reason a smaller firm can compete so well in the wealth management space now is that you don’t have to vertically integrate and build all of your digital,” he said, according to the news service.

Wealth and Asset Management