Managers of Wealth Americas

Two RIAs Reunite, Creating a $243 Billion Firm

Firms that join CAPTRUST realize an average of 18 percent annual revenue growth

Hill Wealth Management Joins Hightower

The financial advisor teams acquired as part of the WealthTrust acquisition.

BNY Mellon Wealth Management opens Houston office

The office is among more than 40 global offices for BNY Mellon Wealth Management.

Global funds expanding into massive Chinese investment market

You can no longer ignore China.

High Net Worth Insurance Needs More Specialists

Proof of increased prosperity is highlighted by the fact that an estimated one of every 10 homes in the U.S. is worth at least $1 million.

Mercer Advisors Acquires Blue Moon Wealth Advisory

Dave Welling, CEO of Mercer, said, "Blue Moon's financial planning and comprehensive wealth approach is a strong cultural fit for us and we are excited to be continuing to build our presence in Washington state.

Mission Wealth Recognized as one of America's Fastest-Growing Private Companies

The Inc. 5000's aggregate revenue is $206 billion, and the companies on the list collectively generated 619,500 jobs over the past three years.

Forging a niche with high-net-worth clients

Those investments performed well and allowed Danielson to pay off a significant chunk of his student loan.

Joseph A. Fernandez of BNY Mellon Wealth Management Named Banking Power Leader by South Florida Business Journal

He has led the rapid growth of our enterprise in Florida and has positioned himself as a central figure in the banking sector and in the wider South Florida community.

Lifetime Financial Growth Expands to Michigan

Lifetime Financial Growth of Pittsburgh is opening an office in Detroit and partnering with Lucido-Morris Wealth Management.

Advisors Can't Wait for Millennials to Grow Wealthy

The millennial client group is “something we want to ultimately cultivate,” Sullivan says. “But it’s more challenging to find millennials with the assets we need, so we're not targeting them within the next five years.”

PrivateBank to change name to CIBC Bank

The question is whether the PrivateBank brand will remain in any capacity. On that, a bank spokeswoman declined to comment.

Active management stages a comeback

Industry has closed the gap on passive’s rapid growth since the start of the year

The Tirado Lalonde Group of Scotia Wealth Management

In return they receive our team’s full suite of advisory services.

Waterway Wealth Management's Dan Michalk Receives the 2017 Five Star Wealth Manager Award

Waterway Wealth Management is an independent financial planning firm that provides comprehensive financial planning and asset management.

RIAs, Family Offices A Rising Influence On Private Equity Markets

Private wealth advisors, especially a multi-family office or RIA, are more proactive with the way they’re handling these investments

Some Advisors Bypass Large Robos for DIY Model

Advisors at Savant Capital also tell Financial Advisor IQ that the market risks due to consolidation are plentiful, and, as such, they’re making alternative plans.

Former Merrill Lynch advisors launch Avantra Family Wealth

Collins says he liked the idea of becoming an independent firm and feels that the firm can deliver a higher level of service for the firm's clients as an independent firm.

Westborough wealth management firm hits $2B in assets

The company reached the milestone 32 years after it was founded by Timothy Grimes, who is now its chairman.

Wealth Management Firm Buys California CUSO

A growth-focused middle market private equity firm in New York

Wealth and Asset Management