Managers of Wealth Americas

FourThought Private Wealth Launches as a RIA

Firm Based in Venice, Florida Serving Sarasota County Offers Planning-Centered Investment Approach

International shortlisted for two prestigious PAM awards

Mack International has been named a finalist for the 2020 Private Asset Management (PAM) Awards for Best Business Consulting Firm for Family Offices and Leading Women’s Advocate in Wealth Management.

Innovations In The Family Office Model

Two variations of the family office model have recently been gaining traction. One is the multi-single-family office and the other is the virtual family office.

Canadian Firm to Acquire $1.6B US RIA in Bid to Grow US Business

CI provides financial strength, capabilities in operations and technology, and the experience and expertise developed in operating one of Canada’s largest wealth management firms.

Wealth Management Market is Projected to Grow Massively in Near Future with Profiling Eminent Players- BlackRock, UBS, Allianz, Vanguard Group

This report also studies the global Wealth Management market structure, growth rate, growth drivers, future trends, market drivers, challenges, barriers, opportunities, sales channels, distributors and competition.

Mirabaud Asset Management wins large real estate advisory mandate

As adviser to the ultimate buyer, Mirabaud has demonstrated its due diligence, professionalism and its ability to facilitate the execution of a complex transaction in a timely manner, a key challenge in today’s real estate world.

Kingswood continues US expansion with second strategic acquisition

Formed in 2017, the principals of the firm are Keith Gregg and Derek Bruton.

Wealth Enhancement Group Builds Presence in Western Pennsylvania with Acquisition

TA Associates-Backed National Wealth Management Firm's Acquisition of Hybrid Advisory Practice with $990 Million in Client Assets is its 15th Purchase in Last Six Years

RBC Nabs $7.5 Billion LA Wealth Management Team

The team is currently in the process of transitioning existing clients to RBC.

YieldStreet Enters Retirement Industry with Acquisition of WealthFlex

The acquisition is YieldStreet’s first in the retirement sector as it seeks to disrupt the $27.1 trillion Retirement Market (1)

TAG Associates Investment Team Nominated for Family Office Due Diligence Award

The team utilizes a seven-step procedure for evaluating investment opportunities, starting with in-depth research of prospective managers, all the way through ongoing review of current investments.

Top 100 Registered Investment Advisors (RIAs) Of 2019 By Assets

The ranking is based on both size and growth in assets.

The hottest thing in capital markets

Goldman Sachs and others are following some of their better clients into this market

UBS tweaks advisors' net new business award for 2020

The award adjustments aside, the core of the comp plan will remain unchanged, but the wirehouse said it will "increase grid band thresholds to align with today's broader business environment," the memo says.

Mercer acquires $230 million wealth management firm

Acquisition of Republic Wealth Advisors (Registered Investment Adviser), expands Mercer Advisors' Presence in Texas

Independent wealth advisory is buying TriVest Wealth Counsel

The creation of Private Counsel also introduces a new way of growing for Wellington -Altus.

Invesco founder and former CEO Charles W. Brady dies at 84

Charles Brady was chairman emeritus of the current Invesco corporation since May 2006.

MAI Capital rolls up boutique financial planner Rodman Capital

Rodman has about $90 million in assets under management (AUM) in 32 accounts

Linda C. Mack is the 2019 recipient of The Family Wealth Alliance ‘Leadership Award for Lifetime Achievement’.

Linda C. Mack accepted the ‘Leadership Award for Lifetime Achievement’ from The Family Wealth Alliance during their Fall Forum held in Chicago on October 17, 2019.

Stifel Financial to sell asset management subsidiary to 1251 Capital Group

The deal, however, does not cover fixed income assets of $1.9bn.

Wealth and Asset Management