Managers of Wealth Americas

Newest Carson Partner is California’s Parsons Wealth Management

Parsons had reached a point where they realized they would need to either run their investment business through their own RIA, become a hybrid or join a team like Carson.

Intertrust expands its services in the US

The expansion leverages Funds Services technology adopted through Intertrust's recent acquisition of Viteos, as well as new proprietary software developed in-house, providing clear, user-friendly, and secure access to global entity management.

Focus Financial Partners Reports Second Quarter 2019 Results

These revenues typically consist of fixed fees for investment advice, tax fees and family office type services, primarily for high and ultra-high net worth clients. In excess of 95% of total revenues were fee-based and recurring.

Canaccord Genuity Group Reports First Quarter Fiscal 2020 Results

Excluding significant items, first quarter earnings per common share of $0.23

Oppenheimer Financial Advisor Christopher Lazos Named To 2019 Forbes Top 250 Next-Gen Wealth Advisor List

Chris is paving the way for future Financial Advisors with his commitment to providing his clients with exceptional service.

Sentinel Trust named Houston's Top Wealth Management Firm

Sentinel Trust would also like to congratulate the other Houston-area firms that made the list this year.

Next-Gen Jaimie Mayer to Shake-up Family Foundation as New Chair

“We need to not only fund trailblazers and risk-takers, but hold ourselves accountable to blazing our own trails, and taking our own risks,” Mayer said in a statement.

Wealth Enhancement Group Announces Acquisition

Fast-Growing Wealth Management Firm to Remain Privately Held and Independent Under Existing Structure, Leadership, Brand and Strategy

Morgan Stanley's Wealth Management Revenues Could Reach $18.4 Billion By 2021

While industry headwinds are likely to weigh on wealth management fees for Morgan Stanley

Itaú Private Bank opens offshore platform to Colombian clients

The decision to open the doors of their US business to Colombian investors is part of a larger growth plan for the Latin American market.

Stifel announces record net revenues in Global Wealth Management

The Company's reported GAAP net income for the three months ended June 30, 2019 was primarily impacted by merger-related expenses.

Kudu Investment Management acquires minority stake in wealth manager

Kudu’s partners collectively manage approximately $19 billion in AUM for institutional and individual investors.

Three Ways To Embrace The Next Generation Of Family Office Leaders

The reality, however, is that the majority of family businesses do not succeed into the next generation because they are not motivated and inspired to take the reins.

Charles Schwab to Buy USAA Investment Company Assets for $1.8 Billion

Would make Schwab the exclusive wealth management and brokerage provider for USAA members.

Ameriprise Wealth Profits Rise

“Our wealth management business is leading the way,” Chief Executive James Cracchiolo said on a conference call with analysts on Thursday.

Independent wealth management firm acquire another Billion dollar RIA

The Planning Solutions Group team is “grateful to the extended Wealth Enhancement Group for making the on-boarding process as seamless as possible” both for their “staff and clients,” Robert Carson, senior vice president and financ

Invesco revenue rises but outflows persist on Oppenheimer merger

We certainly are seeing elevated outflows in legacy OppenheimerFunds products

Majority of investors changed portfolios during 2018 market volatility

The global trend to chop and change investments after a shorter than recommended period, underlines that patience is not closely linked to either geographical attributes or the generation gap.

Almost half of high income Canadians are not as wealthy as they thought they would be at this stage

High-income Canadians are optimistic they will meet their goals

Wealth managers must brace for multi-trillion-dollar transfer

The age groups set to receive those assets, Gen Xers and millennials, tend to be more digitally savvy than the previous generation.

Wealth and Asset Management