Managers of Wealth Americas

Four KC wealth management firms merge

Four Kansas City-area wealth management firms have joined into one, called Infinitas.

New Wealth Management Firm GENCapital Opens in Atlanta

GENCapital was selected out of a field of competitors to assist in the management of the institution's assets.

Ric Edelman Says The Future Is Coming Faster Than You Think

Advisors must fundamentally rethink their business over the next 10 years, or risk becoming extinct.

UBS wants to be Wall Street's greenest bank

There is this misconception that there is a trade-off

Bank of America’s Vision of Wealth Management

Bank of America attracted $18.9 billion in long-term flows, reflecting a shift from brokerage to asset management.

HSBC Global Asset Management to Unite Emerging Markets Local Debt Fund with Emerging Markets Debt Fund

A combined and therefore broadened exposure to the hard and local currency debt segments brings clear diversification benefits since each has varying reactions to market impacts, different drivers of return, and can capture different phases in the economi

The $10 Trillion Baby Boomer Problem That Could Sink Wall Street

The IRS requires that money held in tax-deferred accounts like these starts being withdrawn in the April following the year in which the account holder turns 70 1/2 years old.

Men Bet She Would Fail; Now She Runs a $26 Billion Fund

Dawn Fitzpatrick manages the billions in family wealth of the investor George Soros. But she takes over at an unsettled moment for global markets.

JPMorgan Could Lose This 125-Year-Old Revenue Stream

JPMorgan’s leading deal role shows once again the value of relationships on Wall Street in this case, really old relationships.

Millennials look to boost risk on investments, increase deal flow

Equally, one-third would increase their allocations to impact investments.

SunTrust Private Wealth Management Expands Business Into Houston and Dallas

In addition to Dixon, seven other wealth management professionals have joined SunTrust Private Wealth Management in Texas.

Focus Financial boosts UHNW reach, adds a $2.7B multifamily office

The transaction is New York-based Focus’ second acquisition this year.

UBS loses another Puerto Rico case as client payouts top $200M

The most recent case resembles many others tracked by the consulting firm.

Granite Springs Asset Management, LLC Acquires a Financial Advisory Practice with $115M in Assets on SuccessionLink.com

The process began as COO Ben Seelaus perused firms listed for sell or merge on SuccessionLink.com, an online marketplace for advisors who want to buy, sell or merge their practices.

Judith McGee, Chair/CEO of McGee Wealth Management named to Forbes 2017 List of the Top 200 Women Advisors in the Country

This esteemed accolade follows an impressive list of honors and accolades Judith McGee has received through her notable career.

Wealth and Asset Management