Managers of Wealth Americas

Clintsman Financial Planning to Join Focus Partner Firm Buckingham Strategic Wealth

This transaction is expected to close in the first quarter of 2023, subject to customary closing conditions.

Mission Wealth Receives 'Women to Watch' Ascension Award by InvestmentNews

The award further strengthens Mission Wealth's focus on providing exemplary financial services to women investors

Financial Experts Say These Assets Will Safeguard Client Money

We asked which assets will be the best store of wealth for the next decade.

Sanctuary Wealth Partner Firm Offers ESOP Expertise to Business Owner Clients as well as Other Sanctuary Partners

Questar Capital Partners is now positioned to share their experience with other Sanctuary partners to deliver an innovative succession/estate planning tool

Jeff Grinspoon of VWG Wealth Management, A Hightower Advisory Business, Wins 'Male Ally' Award from Savvy Ladies

The award recognizes men in the financial industry who go above and beyond to support their female colleagues

UBS advisor David W. Ellis III named to the Forbes America’s Top 250 Wealth Advisors list

With more than 30 years of experience in financial services, David and his team, the Ellis Group, provide asset management and wealth management services for individuals, families and organizations.

Tactical US Equity Themes: 4 key opportunities

Last week's softer than expected inflation reading has prompted a dramatic shift in financial markets.

Don’t chase China market rebound as weak foundation attracts stock bears, JPMorgan says

The view may pour cold water on the market’s new-found optimism among analysts and money managers including Goldman Sachs and Allianz Global Investors.

When will growth reaccelerate?

Tight US monetary policy, the energy crisis in Europe, and ongoing COVID-19 and property market challenges in China are likely to contribute to lower economic growth and earnings declines in 2023.

Spectrum Wealth Management Joins Focus Financial

The $1 billion AUM, Indianapolis-based firm will become the 89th partner on the Focus Financial platform.

Scotia Global Asset Management honoured to be recognized at the 2022 Refinitiv Lipper Fund Awards

In addition, Scotia Global Asset Management's investment teams also received recognition by Refinitiv Lipper with 7 individual mutual fund and ETF awards across 6 categories.

North America Family Office Report 2022: Risk reduction, a focus on private equity and a move towards sustainable investing

“In turn, while family offices are more careful about de-risking their portfolios this year, they are also likely to maintain a reasonable level of growth-oriented investments and to be on the lookout for opportunistic deals.

UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients

UBS’s financial advisors will now have access to comprehensive analytics, which will help them more effectively visualize their clients’ investment performance, cash flows, and worth, while assessing the opportunities and risks across their po

Why are family offices in a cautious climate making the move to ‘Risky’ Digital Assets?

Considering this culture of caution, it’s perhaps surprising that a large number of family offices continue to not only invest but increase their asset allocation in digital assets, including cryptocurrencies.

Wealth Solutions Report Launches Annual Wealth Exemplar Awards To Honor Exceptional Firms and Individuals Across Wealth Management Industry

Inaugural Awards To Recognize Firms Across A Broad Range Of Industry Sectors Plus Person Of The Year Award

Wealth and Asset Management