Managers of Wealth Americas

4 Win Markowitz Award for Wealth Management Goals Paper

Winners got $10,000 Harry M. Markowitz Award for their paper, "A New Approach to Goals-Based Wealth Management."

Prime Capital Investment Advisors Acquires RIA

The new company will be called Longer Financial and will operate as an affiliate of PCIA, TBP writes.

LPL Financial Welcomes CKW Wealth Management

The firm reported that its advisors served approximately $175 million of client brokerage and advisory assets*. The firm joins from 1st Global.

What Do Banks Believe Family Offices Should Focus On?

Two key performance enablers that demand attention within the family office space are agility and purpose, both proving to be highly effective ingredients of successful management culture.

David Bach Shortlisted for 'Women in Wealth Advocate of the Year'

AE Wealth Management's Co-Founder and Director of Advisor & Investor Education Continues to Work with Firm to Empower Women to 'Finish Rich' Before and During Retirement

BMO creates BMO Private Wealth Canada and Asia

Private banking and full-service brokerage unite

Caye International Bank Named as One of World's Best Private Banks

The award recognizes the bank's extraordinary customer-service model and the high quality of professional services it provides to its international client base.

SSGA to evaluate culture of investee companies

The asset manager's focus follows a warning from Willis Towers Watson that measuring corporate culture is notoriously difficult

Raymond G. Perelman, master investor and philanthropist, dies at 101

He also became one of the Philadelphia region’s greatest philanthropists, leaving his mark at Penn and beyond.

2019 Outlook: Managing your clients through times of market turmoil

A good client relationship will outlive bad market performance

Chinese growth is more of a concern than the American economy right now, private bank says

As for how markets will react to the continued trade war gyrations, Brill said to expect more "swings."

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

Wealth and Asset Management