Managers of Wealth Americas

FAI Lauded with Two 2019 Five Star Wealth Manager Awards

This is the eighth Five Star Wealth Manager award for Ms. Dippel and the fourth for Mr. Stinson.

TwinFocus Expands Global Family Office Solution

First Fully Integrated Multi Family Office Advises on First Significant Insurance Industry Acquisition of 2019, Appoints William Ward as Real Estate Investment Lead

Vistra Completes Rebrand of US Global Growth Expert

Vistra Completes Rebrand of US Global Growth Expert Radius

Ameriprise Commits to Wealth Management Growth After Flat Hiring Year

Ameriprise’s Columbia Threadneedle asset management division lost assets during the quarter due to equity market depreciation that prompted clients to withdraw $4.7 billion.

Wells Fargo to implement new fee on advisory accounts

The charge will equal about $590 on an account with $1 million in advisory assets, and could be offset by revenue sharing from mutual funds

JPMorgan Asset Management wins approval to sell HK funds in China

Regulatory green light is latest step towards opening up China’s financial markets

AllianceBernstein to bring private wealth group to Nashville, considers local investment team, CEO says

Portfolio managers, along with high net worth business and sell-side research team, were expected to stay in New York, officials said at the time.

Wells Fargo Looks to Goldman Sachs for Wealth Talent

Over the past two years, Wells Fargo has brought on at least 10 executives from outside the firm

LPL Financial Welcomes Patriot Wealth Management

The firm joins from Summit Brokerage Services, part of the Cetera network of broker-dealers.

Palm Beach Hedge Fund Association announces UBS Private Wealth Management as new member and sponsor

Our team provides bespoke solutions for the complex issues that can arise for Hedge Fund and Private Equity Executives.

Wealth Enhancement Group Acquires $500M Indie Practice

Second Acquisition in Wisconsin in Nine Months Signals Lightyear Capital-Backed Wealth Management Firm's Strong Commitment to the Region

JPMorgan's private bank expands business in Mexico: regional CEO

The bank’s growth priorities are Mexico, Argentina and Colombia, Tejpaul

John Paulson to Decide on Switching to Family Office in 2 Years

His namesake hedge fund managed about $8.7 billion at the start of November.

Lido Advisors Merges with Ken Stern & Associates

Two California wealth management practices have joined to form an RIA with $3.7 billion in assets, the companies say

Artivest expands alternative investment platform

New offerings embody Artivest's long-term commitment to advising and partnering with its array of clients at every stage along the alternative fund lifecycle.

Investment Management: Entering Choppier And Shallower Waters

The underpinning assumption was that if you didn’t work on Wall Street, you needed to buy products from a manager who had wise advice and valuable insight.

Opal Wealth Advisors Launches In New York

Longtime Partners Pair Financial Planning with Professional Development to Help Clients Achieve True Financial Freedom

Raymond James Beats Estimates as Private Client Sales Jump 10%

The firm has 7,815 advisors, which is up two from the prior quarter and 278 from a year earlier.

Stifel nabs $1B Merrill Lynch team for new branch

Stifel is going big in the Lone Star state.

UBS pins future hopes on wooing ultra-rich Americans

UBS, the world’s biggest wealth manager, merged its US and international private banking teams a year ago and recently unveiled bold plans to reconnect with American millionaires.

Wealth and Asset Management