Managers of Wealth Americas

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

Need for financial advice drives more secondary accounts to wealth management firms

J.D. Power's study suggests that many "competitive" providers may already be doing so.

Family offices: is the private equity party over?

Perigon Wealth Management Welcomes Constellation Wealth Capital As Strategic Investor

New Partnership Enables Continued Strategic Expansion Merchant Investment Management to Exit After Five Years of Significant Growth

Goldman Sachs Doubles Down on Efforts to Attract Super-Rich

The report said that the bank’s revenue from private banking and lending to wealthy clients rose 12%

UBS Against Wall Street: The Race for Market Cap

The increase in value over the past few months means that UBS is now trading at a price-to-book ratio of 1.1. Morgan Stanley

DSJ Launches DSJ Wealth Management LLC, Providing Integrated Financial Planning Services

DSJ's strategy is centered on providing our clients with a comprehensive, well-coordinated and customized approach to managing their finances

Rockefeller Global Family Office Expands Northern Division with the Addition of Axiom Wealth Partners of Grand Rapids, MI

Axiom Wealth Partners is led by Managing Directors and Private Advisors Jeffrey Towner, David Lund, Brett Howell, and Craig Sharp.

Wealth and Asset Management