Managers of Wealth Americas

What Families Of Wealth Need To Know About The New Tax Law

Tony McEahern and Dan Terlep of Cresset explore five opportunities provided by the tax law changes and how they may be of benefit.

Impact Investments and Aligning Family and Family Office Interests: Q&A With Michael Tiedemann

When the parent is successful or wealthy, it creates an undeniably unique dynamic with their children, who may have different attitudes towards money.

RBC Wealth Management reports unchanged income for Q1 2019

RBC however concedes that these factors were held in check by the headwinds mentioned above.

$1.3 Billion Top Financial Advisor Expects More Market Lows In 2019

Early within his career as a financial advisor, Condron found his talents in generational planning.

Mariner Wealth Acquires California Wealth Management Practice

The companies didn’t disclose the terms of the deal, which goes into effect April 1

Morgan Stanley Subs Private Wealth Manager in Chicago, Nabs Merrill Beverly Hills Broker

Morgan Stanley also brought a lapsed manager back into the fold on Friday by hiring T. Scott Fleming, to run its Manhattan Beach office south of Los Angeles.

The Mather Group Acquires Astraeus Advisers, Launches TMG Family Office

Partnership marks The Mather Group’s second billion-plus AUM acquisition within 90 days—a sign TMG’s inorganic growth strategy is gaining momentum.

Mirabaud launches Uruguay wealth offices

The group plans to hire more relationship managers, which should bring its Montevideo-based staff to six people in 2019, according to the statement.

Wells Team in New York Generating $5.5 Million Joins First Republic

Reached at his new office on Tuesday morning, Schulman said he could not immediately comment on the team’s decision to join the San Francisco-based bank.

Dynasty Financial Partners Will Move its Headquarters from New York City to St. Petersburg, Florida In Second Quarter 2019

Dynasty Moves Headquarters to St. Petersburg As More Wealth Firms Choose St. Pete /Tampa

When the Ultra-Wealthy Give, It Is ‘Almost Like Starting a Business’

It’s no surprise that the types of charitable causes the two groups support overlap, with education the top cause for both.

Mercer Advisors acquires $350 million Asset Manager

RIA Acquisition Expands Mercer Advisors' Presence in the Mid-West

Linda Mack Named Women in Wealth Advocate of the Year at 2019 Private Asset Management Awards

To have been chosen among the other outstanding women shortlisted for this award is truly an honor.

Multi-Single-Family Offices Are the Future for UHNW Families

A comprehensive look at the past, present and future of family offices.

Toronto-based multi-family office joins Focus Financial Partners

We expect Prime Quadrant to be a great platform for additional M&A activity in the ultra-high net worth independent space in Canada.

Exchange Bank expands wealth management business with another acquisition

Joining Exchange Bank from American Trust and Savings Bank are Senior Trust Officer Cathleen Colgan

Ritholtz Wealth Management launches new advisor conference

The conference will focus on investing and technology, which the firm believes to be ‘the future of wealth management.’

First Republic extends CEO's contract, but hints at succession plan

The $99 billion-asset private banking and wealth management company said Thursday that Herbert, 73, would remain CEO until Dec. 31, 2021, and serve as executive chairman until the end of 2028.

HighTower Partners With Green Square Wealth Management

The $2.6 billion fee-only advisory firm brings HighTower's total client assets to $68.6 billion

Canaccord Genuity Group Reports Third Quarter Fiscal 2019 Results

Revenue of $331.6 million, an increase of 7.2% or $22.2 million from $309.4 million

Wealth and Asset Management