Managers of Wealth Americas

CIBC completes acquisition of Geneva Advisors

Extends CIBC's North American wealth management business and platform

Barton Spector Joins Stratos Wealth

The team aims to continue to grow their business with the addition of new advisors to offer more services to clients, including innovative investment strategies to multi-generational clients.

Brandon Simmons Unites with 360 Wealth Management of Dallas

Brandon W. Simmons began his Financial Services Career with A.G. Edwards in 2004, and was named Advisor of the Year at A.G. Edwards in 2006. After 8 years with Ameriprise Financial he joined 360 Wealth Management in August 2017.

Northern Trust to Provide Collective Investment Trust Services for Reliance Trust Company

New CIT Subadvised by Driehaus Capital Management

$600M Merrill team leaves for Dynasty-affiliated RIA

The RIA specializes in serving business owners who work in the energy industry.

LPL’s quest to surpass wirehouses gives competitors an opportunity

Securities America, a Ladenburg Thalmann subsidiary which has both Pershing and Fidelity’s National Financial Services as clearing firms, added nearly $100 million

Wealth Managers Prepare for Coming M&A Surge

Timing can mean everything, and buyers are preparing to pounce.

RBC Vision Fossil Fuel Free Global Equity Fund launches

"RBC Global Asset Management has offered socially responsible investment solutions to Canadian investors."

Lindsay Jacoby, Oppenheimer Recruiter, Dies of Apparent Suicide

She also ran her own recruiting firm, Jacoby Staffing, in New York, according to its website.

Why The Ultra-Wealthy Prefer Multi-Family Offices

What is clear is that the ultra-wealthy want what a well run multi-family office can deliver.

Bank of Montreal tops forecasts on retail, wealth management gains

All of our businesses are well-positioned for continued success

Halite Partners Launched To Serve UHNW

Halite Partners will seek growth through acquisitions, with a goal of adding one new firm a year under the Halite brand.

New investment service launched for advisers

Both CommSec Adviser Services and Colonial First State will offer Portfolio Service, which provides advisers with access to a range of investments and products through an online portal.

Wealth Transfer …. What Wealth Transfer?

Robert F. Sharpe, Jr. addresses why there’s been little increase in wealth transferred to charities through estates in recent history.

Canadian banks want bigger piece of U.S. wealth management

During quarterly earnings calls this week, two Canadian banking giants — Royal Bank of Canada and Canadian Imperial Bank of Commerce — outlined plans to expand their U.S. wealth divisions and turn up the heat on their stateside peers.

J.P. Morgan to open first private bank office in Charlotte

The company is relocating an initial team of six bankers to Charlotte from Atlanta and New York.

Sallie Krawcheck, once told to 'sit down and shut up' at Citi, lands $32.5m to help women invest

Jenny Abramson, the founder of venture capital firm Rethink Impact, has joined Ellevest's board, which means she was also likely part of the investment round.

Wealth management lifts Perpetual result

A strong result for Perpetual’s wealth management division has helped the financial services firm post an increased profit of $137.3 million.

RBC boosted by sharp rise in wealth management profits

Royal Bank of Canada on Wednesday reported a 5 percent increase in underlying third-quarter net income, helped by double-digit growth at its wealth management business which offset a weaker showing in capital markets.

BMO extends cross-border Allpoint access to private banking clients

This offer is another big step forward in meeting that need.

Wealth and Asset Management