Managers of Wealth Americas

Wells Fargo merges wealth division with private bank

A new job role will be created to manage the merged unit, which does not yet have a name.

Wells Fargo to combine private bank with ultra-rich client business

Leaders of the three units, who have not yet been named, will report to Jon Weiss, head of wealth and investment management.

BMO Global Asset Management Receives Multiple Honours at 2018 Lipper Fund Awards

Mutual funds and ETFs both recognized

Northern Trust Wins Two Best Private Bank Awards

The Financial Times Group Awards Northern Trust with Best Private Bank for Family Offices Globally and Best Private Bank for Customer Service in the U.S.

Goldman Sachs Asset Management to buy Rocaton Investment Advisors

Employees of Rocaton will continue to operate from their existing Norwalk base following completion of the acquisition.

E. Cohen Launches One-Stop Shopping Wealth Management Division

The new firm is the RIA boutique arm of E. Cohen and will combine wealth management and financial planning offerings with E. Cohen’s tax planning and accounting services.

First Midwest Bancorp to Acquire Wealth Manager

Milwaukee-Based Investment Adviser Further Enhances First Midwest’s Wealth Management Business

Kirby Rosplock Receives Family Wealth Alliance Award for Thought Leadership

From working with accredited investors in a broker-dealer to then advising in a management consulting firm, Rosplock's career has progressed and evolved.

Citi Named Best Global Private Bank at Prestigious Private Banking Awards

Citi Private Bank obtains top honour as well as upholding Best Private Bank for Customer Service title

UBS Advisor Sean Dillon Named to Forbes List of Top Wealth Advisors

To be named to this inaugural list recognizes his exceptional dedication, accomplishments and expertise in meeting client expectations.

Mercer Advisors Acquires Beacon Wealth Management

RIA Acquisition Expands Mercer's Presence in the Northeast & Southeast And Expands Personnel

Navis Wealth Management Launches with Sanctuary Wealth Partners

“We are extremely honored that Paul and David chose Sanctuary as their partner to help launch Navis Wealth Management,” says Jim Dickson, President and Founder of Sanctuary.

American Clients: Duel Over a Couple of Bucks

Two bankers with contradicting views on the same market. Syz and Ermotti were talking about offshore banking with rich Americans.

The Next Generation of Wealth: Richardson GMP Unveils New Brand

Rebrand reflects firm's focus to put client interests first, and adapt to and embrace the industry's evolution

Too many affluent Americans are overpaying to be underinsured

To protect against all of that, Sailor recommends that high-net-worth individuals consider four different types of policy endorsements.

Wealth Manager vs. Financial Advisor

To help you understand better how wealth managers compare to other financial advisors, and whether a wealth manager is the right choice for you, we’ve created this guide.

LPL Financial Welcomes Seattle First Asset Management

Seattle First Asset Management is located in the Seattle metro area, and includes operations manager Loren McEwan, who holds FINRA Series 7 & 66 licenses.

UBS Global Wealth Management Launches New Advisory Offering for Small Plan 401(k) Market

Designed to help all financial advisors effectively and efficiently serve smaller retirement plans

Schwab Advisors Say Goals and Values Are Better Keys to Clients

At Schwab IMPACT, United Capital CEO Joe Duran’s message of changing up the client conversation resonated with many.

LPL Financial and Good Life Financial Advisors Welcome Arrow & Bow Wealth Advisors

Arrow & Bow reported that its advisors served approximately $110 million of client brokerage and advisory assets as of Aug. 17, 2018*.

Wealth and Asset Management