Managers of Wealth Americas

Bluespring Wealth Partners Strengthens National Presence With $700+ Million Goldstein Advisors

Advisors The firm sought an established partner with strong cultural alignment to drive strategic growth

Asset Management: Millennium’s secret weapon

Plus, short selling is back, metaverse ETFs, and Casablanca returns to the big screen

Lincoln Financial Network welcomes Fountain City Financial to its national network of advisors

Team with nearly $200 million in assets under management specializing in serving the financial needs of those who serve others brings advisory expertise to Lincoln Financial Network.

Wealth Enhancement Group

This Acquisition Grows Wealth Enhancement Group's Presence in the Tri-State Region to 12 Offices Across New York, Connecticut and New Jersey

Emily Menjou of Exchange Bank Wins ABA Wealth Management Under 40 Award

The award recognizes wealth management and fiduciary professionals who are committed to the highest standards of achievement at work and in their communities.

Hightower Facilitates Strategic Merger Between Hightower Bellevue and $350 Million Sovereign Wealth Advisors in Washington

Sovereign Wealth Advisors specializes in financial and retirement income planning, investment management, tax management and estate planning

Clarfeld | Citizens Private Wealth Survey Finds Wealthy Americans Plan to Maintain or Increase Spending in 2023

Four in five plan to make portfolio changes in the New Year to reach financial goals

A leading US Financial Institution selects Temenos to modernize its wealth management platform in the cloud

Temenos open platform to support leading US Financial Institution’s growth in wealth management

The 2023 Wealth Management M&A Outlook

A data-driven analysis of M&A and valuation trends re-shaping the wealth management market.

Northern Trust Asset Management’s Risk Report Highlights Drivers of Unexpected Portfolio Results

Analysis spans six years and comprises nearly 300 institutional portfolios totaling more than US$250 billion, plus 1,300+ investment strategies

UBS advisor team Legacy Wealth Management named to the Forbes America’s Top Wealth Management Teams list

Legacy Wealth Management includes Financial Advisors Gerald DeMeo, Matthew Kroin, Brian Lacks and Paul Wexler.

BlackRock — the world’s largest asset manager — says central banks are 'deliberately' causing recessions

In fact, the strategists believe that central banks are “deliberately causing recessions by overtightening policy” in an effort to bring price levels under control.

Citi Sees Family Offices Swarming Bond Market and Fueling Rally

Bonds ‘deserve immediate attention’ as a ‘mild’ recession is expected next year, Citi Global Wealth said in a new report.

Apollo defends push to retail investors amid Blackstone storm

Group rolling out gated product that seeks to recreate S&P 500 returns for wealthy clients

SageView Acquisitions Add to Financial Wellness-Focused Wealth Manager Push

SageView CEO Randy Long discusses the firm's most recent acquisitions, and what types of advisers it will be focused on in 2023.

IG Wealth Management Selects nesto to Help Grow Its Mortgage Business

New strategic agreement will leverage nesto's innovative digital mortgage platform to provide IG clients and Advisors with a modern mortgage experience

Brookfield Corporation Successfully Completes Distribution of 25% Interest in its Asset Management Business

The Manager takes the name Brookfield Asset Management Ltd. and has been successfully listed on the New York Stock Exchange and the Toronto Stock Exchange.

Choreo to Partner with GreerWalker LLP and Acquire GreerWalker Wealth LLC

Southeast-Based Wealth Management Business with Approximately $275 Million in Assets Further Expands Firm's Footprint

RBC Wealth Management delivers on client expectations with Salesforce

Like many companies, RBC Wealth Management had a wealth of client data that was spread across multiple systems making it time-consuming for advisors to access information and prepare for client meetings.

Citi Global Wealth Investments Releases Outlook 2023: Roadmap to Recovery: Portfolios to Anticipate Opportunities

In 2023, CGWI predicts the weakest annual global economic growth in forty years outside of the Global Financial Crisis and the COVID shutdowns.

Wealth and Asset Management