Managers of Wealth Americas

Retired Wells Fargo Wealth Chief Defends the Firm

David Carroll comes to Wells Fargo’s defense, Texas advisors accused of running a Ponzi scheme and Buckhead Investment Partners rebrands.

JPMorgan Chase Expects to Double Market Share of Affluent Clientele

CEO Jamie Dimon said the bank has only captured 1 to 4 percent of the market.

Wells Fargo’s Wealth Boss Rebuts Report on Advisor Sales Bias

“We have in place long-established processes and practices to help ensure that account openings are authorized in writing by the client.”

Swiss private bank rolls out new digital advice platform in US

Combines intelligent technology with access to a financial advisor, as well as UBS research and financial goals tracking capabilities

Diversified financial services firm partners with W Source to advance women in finance

The partnership will aim to support female financial advisors’ businesses through business network referrals and help drive the advancement of women within the industry.

Uruguayan wealth firm on acquisition hunt to boost growth

Criteria currently has 18 advisors and is increasingly investing in its open architecture platform, said Reekstin.

Envestnet | Tamarac Takes Top Honors at Family Wealth Report Awards for Best Portfolio Management Application

Award recognizes the caliber of the Tamarac portfolio management solution for second straight year

Old Mutual Global Investors Strengthens US Offshore and Latin American Presence

Under the new arrangement, which was effective from 1 April 2018, the team will work with OMGI, continuing to develop and support the business’s position in the market.

Vistra Continues Global Expansion with the Launch of a New Canada Office

This new office will complement our existing offices in North America and further strengthen the experience and expertise we can provide to our clients in this critical region.

Wellington-Altus Private Wealth Hires Top Advisor Coaching Firm Carson Group

"Hiring a company whose leader is still an Investment Advisor is what is important to us", says Shaun Hauser, President and COO of Wellington- Altus Private Wealth.

Canaccord Genuity Welcomes Stanley Asset Management to its Canadian Wealth Management Business

The team will benefit from the extensive resources available across our organization and our strong culture of entrepreneurialism and independence, which supports investment advisors as they deliver the value proposition that best suits their clients.

Envestnet drops four shops on $751m fund, goes quant

Thomas has been a manager of the fund since December 2009 and Zvingelis has been on the fund since 2015.

How Women’s Wealth is Changing Private Banking

Crucial tips for women’s wealth management from leading financial planners.

UBS to ask PMs for fee cuts as part of global merger

The Swiss bank announced in January that it would merge UBS Wealth Management Americas with its global wealth management operation into one new unit, UBS Global Wealth Management, which would have $2.3 trillion in assets under management.

TorchStone Again Recognized by Private Asset Management

TorchStone is the Back-to-Back Winner of the PAM Award for the Best Security Solution

Russ Runck & Associates achieves new status

Russ Runck, which has been a financial advisory practice of Ameriprise since 1999, is among the 15 percent of approximately 10,000 Ameriprise financial advisors to achieve this status.

Merrill Lynch creates new position for Southern Gulf States market

Noel has 15 years of financial services experience.

Northern Trust Asset Management Expands Relationship with Minority-Owned Brokers

Firm sets 10% target, increases use of minority brokerages

Austin-based RIA to Join Brown Advisory

The transaction is subject to customary closing conditions, including certain client consents with respect to Meritage's funds.

R. M. Davis Surpasses $4 Billion in Assets Under Management

Firm remains largest private wealth manager in Northern New England

Wealth and Asset Management