Managers of Wealth Americas

Citigroup beats forecasts with 12% income jump

Revenues were largely unchanged from the prior-year period

The Hill Investment Group Joins William Blair’s Private Wealth Management Team

Over the past few years, William Blair’s Private Wealth Management group expanded to Atlanta, Boston, New York, and San Francisco.

Rockefeller Brothers Fund President to Receive Philanthropy’s Highest Honor

Heintz, one of the sector’s premier leaders on democratic institutions and civil society development, will deliver an address on the state of philanthropy in civil society as part of the November 28 ceremony at the National Museum of Women in the Ar

UBS Advisor Roger Vierra Named to The Financial Times 401 Top Retirement Advisors

The Swett Wealth Management Group is proud and honored to have a partnership with Roger and his team

SSGA tells big business to standardise ESG data

To help advance a dialogue about ESG, State Street’s CAR team developed an online values discovery questionnaire intended to measure an individual investor’s level of interest

EP Wealth Advisors Acquires Rampart Wealth Advisors

Acquisition of $118M AUM wealth management firm expands EP Wealth’s presence in Denver

Three Critical Mistakes Many Of The Super-Rich Make In Establishing Single-Family Offices

The growth is a likely function of the rise in the ranks of the super-rich (net worth = $500 million or more).

Jeffrey Fratarcangeli Recognized By Forbes And Barron's Among Top Financial Advisors In U.S.

Fratarcangeli also has been included in Barron's list of top financial advisors five times, and in 2017, Fratarcangeli was named among Financial Times' Top 400 Advisors3.

Bank of America and Merrill Lynch Move Closer to Banking-Wealth Management Synergy for Clients

The app now also lets clients log in using biometric authentication, such as fingerprints and facial identification, according to the press release.

Merger creates $2.8 Billion advice firm

The firm, founded in 2011, has grown organically already by 52%, according to the press release.

Atria Wealth Solutions closes acquisition

Atria will acquire 100% of Cadaret, Grant and 100% of Cadaret, Grant’s sister companies, Cadaret Grant Agency Inc. and Capital Strategy Group Ltd.

Morgan Stanley Wealth Management Eyes Corporate Retirement Account Holders

The Wall Street bank’s wealth management division is improving services for plan sponsor employees

Kore Alliance Announces Kore Venture Program to Prepare Next Generation of Ultra-High Net Worth Inheritors

When family wealth is passed on without the values and wisdom to properly steward it, it can be deeply destructive for everyone involved.

Northern Trust Partners with Parilux

Front Office Solutions will combine Parilux’s software with a proprietary and newly designed cloud-based web and mobile interface.

TwinFocus Opens London Office to Expand Opportunities for Global Ultra-High-Net-Worth Professional Investors and their Families

As wealth is created at a faster pace than ever before, developing tailored strategies to efficiently invest and preserve it has become increasingly complex

Wealth and Asset Management