Managers of Wealth Americas

Partnership promises new wealth-management business model

Foundation Wealth said it is partnering with Purpose Advisor Solutions (PAS)

Family Offices See Private Equity as Key to Future Returns, Study Finds

Education and Succession Planning Become Higher Priority

Swiss group Mirabaud unveils LatAm plans after Brazil acquisition

The asset manager will become the Swiss firm's first branch in Latin America

Atria Wealth Solutions acquires independent wealth management firm

"As Atria continues to build and grow within the independent advisor channel, we identified NEXT as a perfect partner in our mission to reinvent the entirety of the independent wealth advisor service model," says Doug Ketterer, CEO and Founding

Carson Wealth Picks Up Wells Fargo Team

Carson says “several” other wirehouse advisors and brokers have committed to coming on board in coming months.

Sequoia Financial Group completes acquisition of LJPR Financial Advisors

Tom Haught will continue as President of Sequoia Financial Group and Leon LaBrecque, former Managing Partner and CEO of LJPR Financial Advisors, transitioned to his new role as Chief Growth Officer of Sequoia Financial Group.

Denver wealth management firm acquires California firm in sixth acquisition since November

“This acquisition also allows us to further build out our presence in the Silicon Valley augmenting Dragon’s impressive record of servicing highly compensated, young professional clientele.”

Fulton Bank to acquire wealth management firm

The company will become a part of the bank’s wealth management division, Fulton Financial Advisors which is based in Lancaster when the transaction is finalized.

Mercer Advisors Acquires Dragon Financial Group

Mercer Increases California Concentration

Asset Management’s Squeezed Middle Faces a Bleak 2019

Nervous, cost-conscious investors aren’t making it easy for fund managers to grow profits

Wealth Management Firm Makes Acquisition of Tax and Advisory Practice

By partnering with Dakota Wealth Management, we now have the opportunity to expand the scope and value of the services we provide our clients.

Money managers face reduced margins in 2019

The shifts to lower fees mean asset managers have had to find other ways to maintain margin.

Citizens Financial Completes Acquisition

Citizens Bank Private Wealth Management will be integrated with Clarfeld, which Robert A. Clarfeld will continue to lead as CEO.

Woman-owned wealth management firm celebrates decade of growth

Their research based programs provide girls with life-changing experience and real solutions to the unique issues they face.

How High-Value Clients Are Revolutionizing Your Business

Savvy buyers of advisory firms have learned to scrutinize the story behind the numbers, such as the demography.

RIAs eye alternatives as public markets get volatile

The company also recently announced the opening of an office in Zurich in response to growing demand from European investors.

Focus Financial to buy two wealth management firms

The business will now become part of The Colony Group, which itself is a part of Focus.

The World’s Biggest Billionaire Winners, Losers of 2018

ingaporean billionaires fared the best in dollar terms, gaining $2.5 billion

Battle of the billionaires brewing? Trump could meet his match in 2020

That dwarfs Trump, whose wealth is estimated by Forbes at $3.1 billion (though Trump has claimed his net worth is higher).

Bruce Gendelman explains why family office liability insurance is a worthy option

Bruce Gendelman Insurance Services chairman shares benefits of family office liability cover and commonly overlooked risk management issues.

Wealth and Asset Management