Managers of Wealth Americas

Mercer Advisors acquires $160 million RIA

Wealth Design Services in Rochester, New York, also provides tax services

$1 Billion Merrill Lynch PBIG Team Partners With Dynasty

The Beverly Hills group caters to clients and lifestyles in the village known for Hollywood stars and UHNW families

A $200 million Wells Fargo rep forms RIA

James Denholm III launches IronBridge Private Wealth in Austin

Raymond James, LPL Cut Broker Compensation

The firm attributed the cuts, which go into effect at the end of September

A $2.7 trillion money manager is backing an investment fund cofounded by Bono

The sum raised represents the largest investment in the private equity impact investment vehicle.

CIBC adds to U.S. wealth management business with acquisition

Further extends CIBC's wealth management business and North American platform

New buyer, Wealth Partners, targets smaller RIA firms

A new high-profile buyer is making a big splash in the already crowded RIA market. Backed by private investors and run by big names, Wealth Partners Capital Group is making a big bet on an unusual approach to the ultra-competitive M&A market - and in

Goldman Sachs is the worst-selling fund manager in 2017

Investors have pulled an estimated $26.7bn from GSAM’s mutual funds so far this year

New Firm For UHNW Joins Raymond James

Requisite Capital, a hybrid firm, is using FallLine Securities as its broker-dealer and private wealth management services provider.

Steering impact investing toward a 2020 tipping point

‘United Nations’ of impact investing in Chicago draws national advisory boards from 16 countries

Multi-Family Office Asset Growth Surpasses That of RIAs, New Data Finds

MFOs cater to the high-net-worth segment with $5 million or more in investable assets.

Raymond James to Put FAs on Single Payout Grid

The firm hasn’t officially announced the changes to all its advisors

Dealing With Bad Seeds In The Family Business

It is very complicated to effectually address the problem of bad seeds.

Canaccord Genuity buys British investment and wealth management firm

With a history that dates back to 1897, the firm has maintained an unwavering commitment to offering the highest standard of investment management and advice centred on the principles of accessibility, technical excellence and integrity

APS Asset Management and Rothschild Asset Management Enter into Strategic Alliance

This alliance also involves general marketing which Rothschild Asset Management will extend to APS in the US. In Asia, APS will extend similar support to Rothschild Asset Management.

RBC Global Asset Management invests $20 million to establish in-house Innovation Lab

RBC GAM has committed initial funding of $20 million over the next five years to establish the Innovation Lab and fund its initiatives.

Gibraltar Private Announces Termination of OCC Consent Order

When asked about the future direction of the Bank, Medina commented, “We will continue to improve operating efficiencies through full utilization of technology, and we will continue our focus on enhancing the wealth and well-being of our clients and

How to talk to clients about investing in real estate

The native New Yorker had some home runs renting, buying and selling properties in the Hamptons, the fashionable beach towns on Long Island.

New Wealth-X Report Reveals World’s Wealthiest Population Rebounds After Steep Decline

Ultra Wealthy Population and Total Wealth Climb Back Toward 2014 High

INVESTOPEDIA 100 Unveils Top Influential Financial Advisors

Investopedia ranks top 100 financial advisors based on digital, social and event leadership

Wealth and Asset Management