Managers of Wealth Americas

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

Fulton Financial buys wealth management business

APS Wealth Management, which was established by Mike Chwastyk in 1994, had approximately $67 million in assets under management or administration at the time the sale to Fulton was completed.

Advisor Group, Ladenburg Thalmann Merge, Creating $3 Billion IBD

The Companies Will Form Leading Multi-Custodial and Multi-Clearing Network of Firms, Supporting Financial Advisors Through Multiple Distinct Brands and Cultures

Wealthy Amass Record $121 Billion in Tax-Sheltered Accounts

The rate paid out to charities from those accounts, meanwhile, fell to 20.9% in 2018 from 22.8% in 2017, the first time in five years that the rate of growth in contributions outpaced that of grants.

O’Melveny advises Nolan Capital on acquisition of Ortega National Parks

“Everything about Nolan Capital matches what ONP has stood for and built the business on,” says Frank Pikus, ONP Chief Executive Officer.

Brokers, Trust Units Stable; Money Managers Up in Arkansas

Stephens Inc. of Little Rock and its related Stephens Investment Management Group LLC retain the top two spots on the money managers list with $10.9 billion and $4.3 billion under management respectively.

Riding The Wave Of Tech Disruption In Private Banking

Looking ahead, powerful models driven by artificial intelligence may be used to predict major events in a client’s life, such as retirement or planning for succession.

Wealth Management | Weathering a Recession

Investment advisers say planning, preparation and patience help get investors through the dips

UBS and Banco do Brasil to launch an investment bank in South America

The new bank will also utilise Banco do Brasil's exclusive access rights to its corporate clients.

Would a Wealth Tax Destroy Itself?

Another big aspect to this, which Irwin doesn’t really address, is how quickly the American economy would generate new zillionaires whose fortunes would be newly subject to the tax.

Canaccord Genuity Group revenues fall in Q2

Client assets in the UK & Europe dropped 2% to C$44.2bn from C$45.2bn.

Northern Trust Sees ‘Tipping Point’ in Move to Outsourced Trading by Asset Managers

Evolving technology, cost pressures, and regulatory change are leading factors contributing to a new wave of outsourcing in the front office

Wealth and Asset Management