Managers of Wealth Americas

Apollo Assets Reach $733 Billion, Boosted by Wealth Clients

Total capital raised from individuals exceeds 2023 inflows

EP Wealth Advisors expands US presence with double deal

With the acquisition of Gather Financial Planning and Riley Private Client, EP Wealth Advisors adds over $240m to its AUM.

Stifel to Buy B. Riley Wealth Management Business

B. Riley Financial said on Friday it had agreed to sell a portion its traditional wealth management business to Stifel.

BlackRock becomes latest to file for Vanguard-style share class structure

The manager joins a list of more than 30 hoping to adopt the ETF-mutual fund structure that Vanguard invented

Allianz X and AlTi Tiedemann Global forge unique joint venture to pioneer UHNW wealth access to private markets alongside Allianz’s balance sheet investments powered by Allianz Global Investors

Through the joint venture, AlTi and AllianzGI will launch a private markets investment program for UHNW clients that will benefit from AllianzGI’s exceptional network and scale.

Blackstone targets new European markets in global wealth push

Blackstone's wealth products have a minimum investment threshold of $10,000 to $25,000.

Peapack-Gladstone Bank to Rebrand as Peapack Private Bank & Trust

The decision to rebrand was not made lightly but is a culmination of a multi-year research-driven process

Goldman Sachs: Gold to hit $3000 by 2025 year end

Central bank buying and falling interest rates will drive gold prices higher, according to Goldman Sachs.

B. Riley to sell part of wealth management business to Stifel

The bank has been navigating heightened turmoil since August, when it warned that its exposure to Franchise could result in a writedown and losses for the second quarter ended June 30.

Sequoia Financial Group buys Charleston-based Family Asset Management

Family Asset Management, located in Charleston, is acquired by Sequoia Financial Group.

How Advisors Can Combat Feelings Of Isolation Among The Wealthy

The big boss and others at the top are not the only ones prone to feeling lonely and isolated. Count the uber-wealthy as part of that lot

Strive Launches New Wealth Management Business to Offer True Financial Freedom to American Clients

Strive's Wealth Management business will be led by industry veterans Gary Dorfman

3EDGE Asset Management Selects SEI to Launch ETFs

Advisor’s Inner Circle Fund Trust Powers Growth for Asset Managers

Morgan Stanley Wins Two 2024 Money Management Institute (MMI)/Barron’s Industry Awards

The Wealth Manager Platform of the Year category honors wealth manager platforms that exemplify innovation in delivering better outcomes for investors and financial advisors.

Rockefeller Asset Management Expands Active ETF Range with Launch of Global Equities Focused RGEF

This marks Rockefeller’s fifth actively managed ETF launch this year, following the launch of a SMID cap ETF and expansion into opportunistic municipals with three high-yield municipal bond ETFs.

Neuberger Berman takes minority stake in $245bn Mariner Wealth Advisors

Marty Bicknell will remain the RIA's chief executive.

RBC Lures $400M Morgan Stanley Team, While LPL Nabs Cambridge Advisors

A Georgia-based advisor is also moving from Edward Jones to Raymond James’ independent advisor channel.

Goldman Sachs Partners with GeoWealth to Provide Custom Models for RIAs

The models will span investment options ranging from equity SMAs to evergreen alternative funds.

Kestra Financial Welcomes $1.4 Billion Wealth Empowerment Financial Strategies

Boca Raton, Florida-based firm joins Kestra Financial’s platform, gaining access to leading service and technology platforms

Alvarez & Marsal, Inc Establishes A&M Private Wealth Partners to Serve Ultra-High-Net-Worth Clients

New Wealth Management Entity Leverages A&M's Legacy as Trusted Advisors in Value Creation to Redefine the UHNW Client Experience

Wealth and Asset Management