Managers of Wealth Americas

CI Financial acquires majority stake in RIA

The transaction is the first step in CI's initiative to build a significant and growing presence in the U.S.

Euromoney to buy Wealth-X

The acquisition is expected to enhance group revenue growth and be earnings accretive for Euromoney in its current financial year and deliver a ROI above its WACC in the first full financial year.

Boston Private Opens New San Francisco Office

The two offices currently house 35 employees, with plans to expand headcount. The offices are led by John Longley, who joined Boston Private as President of Western Region in September of 2019.

Northern Trust Asset Management Selects Eleven Firms for Minority Broker Program

The firm has been cultivating relationships with minority-owned investment management firms and brokers for more than a decade.

Charles Schwab to buy TD Ameritrade

Under the terms of the transaction, all TD Ameritrade shareholders, including TD, would exchange each TD Ameritrade share they own for 1.0837 shares of Schwab

Atria Wealth Solutions To Acquire Independent Wealth Management Firm

Atria adds new affiliation option; approaches 2,500 advisors.

Cypress Wealth Services Exceeds $1 Billion in Assets Under Management

Growth is important to the overall vision of Cypress Wealth Services

UBS recruiting sweep nets advisors with more than $1.8B

Michael McVicker, who serves as head of business and change management, told employees in the memo that “we are having success across the country with recruits of all sizes from various types of firms.”

Amerant Acquires Mercantil Bank and Trust (Cayman)

Acquisition furthers wealth management platform expansion strategy

Morgan Stanley tweaks brokers’ core payout formula to boost revenue

Financial Advisor IQ quoted Morgan Stanley Wealth Management field management head Vince Lumia as saying that the new comp plan “is focused on rewarding growth that will be achieved by deepening relationships, adding new clients and delivering a sta

There's a 'turf war' coming in financial advice

Financial advisers may find it harder to compete as large firms encroach more on mass-affluent customers, says Fidelity's Michael Durbin

Wealth management firm makes Florida debut

Annex Wealth Management is one of Wisconsin largest fee-only wealth management firms.

Upper-Income Investors Place High Value on Charitable Giving

Current political climate a bigger motivator than the economy for giving more

Wealth management firm acquired by Kansas company

Republic Capital Group acted as exclusive advisor to Creative Planning

Nearly Half of Baby Boomers Don't Know When to Add Fixed Income Investments to Their Portfolios

This research demonstrates that regardless of age there remains confusion around fixed income investing

Schroders Global Investor Study 2019

People in general (34%) were also more inclined to take greater risk with their personal savings rather than their retirement savings.

The Changing Face of Wealth Management Customers

High-net-worth individuals, families and their advisers must be prepared for the changes and responsibilities associated with this wealth transfer.

Goldman Sachs Announces Managing Director Class of 2019

Welcoming a new generation of leaders to represent our franchise is always an important moment for our business

First Western Trust Chooses Smartleaf to Enrich Its Boutique Wealth Management Offering

First Western Trust leverages Smartleaf to offer clients the highest level of customization and tax management services, an important component of First Western Trust's vision to be the best private bank for the western wealth management client

Bluespring Wealth Partners acquires $1.1 billion RIA

$1.1 billion RIA attracted to Bluespring’s entrepreneurial approach and comprehensive successor development program

Wealth and Asset Management