Managers of Wealth Americas

NFP To Acquire Bronfman Rothschild

The combined entity, to be led by the Sontag and Bronfman Rothschild management teams, will expand the resources and expertise available to clients of both firms.

Global investor services provider rebrands

Our new name unifies our brands under a unique and vibrant new identity. It bonds our staff under one promise: global technical expertise combined with a deep understanding of the needs of our clients.

Onex swoops on wealth manager

Gluskin Sheff is one of the largest and most respected independent wealth management firms in Canada

UBS, Morgan Stanley and Others Add OZ Tax-Break Vehicles to Wealthy Client Offerings

We have been evaluating numerous third-party funds

Northland Wealth Management Recognized as Best Family Office in North America - Under $2.5B in AUM

We are honoured and wish to thank our clients for placing their trust in Northland Wealth

Russ Prince: Accounting Firms Benefit With Family Office Practices

When an accounting firm creates a dedicated business line to address the needs of very wealthy clients, there is substantial evidence that it can increase the firm’s overall profitability

Wells Fargo could be putting more of its focus on wealth management

Speculation is mounting that the bank is dumping some lines of business to focus on just a few areas, including financial advice

Market pressure blurs the line between US asset and wealth managers

Should regulators step in? Time will tell and no doubt there will be some bad actors

Blucora to purchase tax-focused wealth manager

The transaction, which is expected to be accretive to Blucora’s earnings per share and free cash flow, brings together two leaders in the tax-focused wealth management space.

Janney to acquire FIG Partners

The transaction, expected to close in the second quarter, is Janney’s second investment bank acquisition in less than 12 months, following the addition of HighBank Advisors in May 2018.

Hong Kong voted world's top international financial centre

BVI recorded growth in new incorporation volumes, with 11.2% in the first nine months last year.

Andrew Graham launches SEC Registered Investment Advisor and fiduciary firm Jackson Square Capital

Jackson Square Capital advises over $250 million in assets under management.

Morgan Stanley Widens Roles of Finn, Other Wealth Executives

The new unit will include Morgan Stanley Wealth’s call-center business for less affluent investors that has been rebranded Virtual Advisor and its “robo” automated investment platform called Morgan Stanley Access Investing.

CrossleyShear Wealth Management's Evan Shear Recognized as an NFL Players Association Registered Financial Advisor

Recognition follows recent launch of the practice's CSsports division

Wealth managers ignore 401(k) plans at their peril

Wealth managers may scoff at 401(k) clients but they become susceptible to losing current clients as a result

UBS Global Wealth Management president says the future of US citizens is at risk if we don't repair decaying bridges and outdated transit systems

In this op-ed, he says if the US doesn't invest in next-generation infrastructure, the well-being of our citizens is at risk.

Wealthy CEOs and hedge-fund managers are flocking to Miami for the tax breaks, and it's creating massive waiting lists at the area's elite private schools

Several top private schools in the area told Business Insider that they've seen increased interest from families moving from these states.

Wealth and Asset Management