Managers of Wealth Americas

Churchill Asset Management Completes $400 Million Middle Market CLO Offering

The transaction represents the third CLO that Churchill priced in 2023 and the eighth outstanding CLO under management, bringing CLO assets under management to approximately $3.5 billion.

Stifel's wealth management unit thrives, even as overall profits tumble

For the whole year, the company's profits totaled $485.3 million, 22.3% less than the year before.

J.P. Morgan Wealth Plan Named #1 New Tool among Online Brokers

Wealth Plan recognized by StockBrokers.com for bringing planning to J.P. Morgan Self-Directed Investing customers

Prospera Financial Services Launches Family Office Program

Affiliated advisors will now have access to all platform services and can offer them individually or as part of a comprehensive program.

‘It is an interesting time to be active asset management CEO’

The passive push, the advent of active ETFs, the all-round cost-cutting – Kamal Bhatia takes the reins of Principal AM at a pivotal point for the industry.

Cetera Completes Minority Investment In $2.8 Billion Wilde Wealth Management Group

Investment positions Wilde Wealth for continued growth and accelerates long-term strategic initiatives for award-winning firm

Baillie Gifford US Growth discount narrows as positive performance returns

Six-month results

For Richardson Wealth's new COO, it's about 'doing amazing things' for clients

With a passion for supporting advisors, Dave Kelly unfolds the factors that drew him to the high-net-worth independent firm

Haven Tower Group Launches Haven Mark Partners

The new platform adds to the industry-leading offerings provided by Haven Tower

Wealth.com Partners With Farther, Integrating Estate Planning Solutions for High-Net-Worth Clients

Wealth.com demystifies the estate planning process for Farther’s advisors, offering a technology-forward platform

UBS advisor team Endurance Artist Management named to the Forbes Best-in-State Wealth Management Teams list

This is the second consecutive year the team has been named to the list.

Search underway for 5-Star Wealth Tech Providers

Wealth Professional narrows down its search for the best technology providers

321 Ameriprise Financial Advisor Teams Named to the Forbes Best-in-State Wealth Management Teams List

The rankings are finalized based on data provided by thousands of the nation’s most accomplished advisor teams.

Forbes Magazine Best-In-State Wealth Management Teams for 2024 - The Bellwether Group at Morgan Stanley

Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research

Envestnet Delivering IndustryLeading Connectivity And Advances To It's Wealth Management Platform

Expand Your Advisory Practice at T3 Las Vegas: Experience Envestnet's Premier Platform Through Interactive Demos, Keynotes and Sessions

Objectway Acquires Nest Wealth, Leading Digital Wealth Solutions Provider in Canada

Objectway has taken a significant step towards expanding its capabilities and geographic footprint in North America with the acquisition of Nest Wealth. This is a notable milestone in Objectway’s strategy to become the trusted end-to-end global part

7IM looks to buy as Canadian pension giant deal completes

7IM’s new owner, Ontario Teachers, will help finance firm’s growth plans through organic growth and selective M&As.

Macquarie Asset Management announces plan to consolidate brands for US wealth investment solutions

The decision to consolidate under the Macquarie umbrella reflects the company’s dedication to providing institutions, financial advisors and their clients with a straightforward and compelling brand experience.

Taking the client experience to the next level

Q Wealth's exclusive partnership with renowned thought leader Brian Portnoy and his team at Shaping Wealth promises to unlock the human dimension of money

Osaic Celebrates Consequential Year

Firm Continues to Build Scale with the Addition of Approximately $22 billion in Total Client Assets in 2023 and 11 New Bank and Credit Union Relationships

Wealth and Asset Management