Managers of Wealth Americas

RT Mosaic Wealth Management to Join Focus Partner Firm Cardinal Point

This transaction is expected to close in the third quarter of 2022, subject to customary closing conditions.

Family Offices Are Increasingly Important Players in Private Markets

Families play the long game. Their ability to weather major volatility without looking for exits makes them sought-after partners.

Sanctuary Wealth Salutes Partners Named to 2022 Forbes Top Next-Generation Wealth Advisors Best-In-State List

Elizabeth Evans and Rory O'Hara rank among elite group chosen from more than 3,500 applicants

Forbes Recognizes 12 Hightower Advisors on its 2022 Best-In-State List of Top Next-Gen Wealth Advisors

Hightower advisors also appeared on Barron's Top 100 Financial Advisors and Top 1200 Top Advisor Rankings by State lists.

Market mood lifts as investors look ahead

As markets rally, we continue to focus on data-driven investing.

The Hyper-Competitive Environment For Wealthy Clients And The Advantage Of A Family Office Practice

Not all professionals want to build and grow a family office practice.

Canaccord Genuity Group Inc. Reports First Quarter Fiscal 2023 Results

Excluding significant items, quarterly earnings per common share of $0.11 (1) First quarter dividend of $0.085 per common share

The Mather Group continues acquisition spree with Semita deal

The company was founded in 2015 and it offers investment management and financial planning services to high-net-worth individuals.

Trying to Keep an Open Mind

The past two weeks have seen a sharp surge in equities with investors taking the view that bad macroeconomic news is good news for markets.

Forbes Announces Seventh Annual List Of Top Next-Gen Wealth Advisors

This year’s list includes 100 advisors, and its ranking of Best-In-State Next-Gen Advisors.

Stackwell raises $3.5m to tackle racial wealth gap

Stackwell will use the funds to support the imminent release of its first product, a robo-investing app. that promises to promote accessibility, education and support throughout the investment process.

Oak Wealth Management Announces Recent Acquisition During Season of Growth

The acquisition comes as part of a large growth strategy for OWM, an investment management and financial planning practice based in Walnut Creek, California.

Mercer Advisors Acquires Mallard Advisors, LLC

Acquisition of Mallard Advisors, LLC Expands Mercer Advisors' Northeast Presence

J.P. Morgan Private Bank adds two billion-dollar advisor team to its Chicago business

These new hires are tremendous additions to the team and terrific examples of our commitment to hiring the most client-focused advisors in the industry.

Markel reports 2022 second quarter and six-months results

We believe our financial performance is most meaningfully measured over longer periods of time, which tends to mitigate the effects of short-term volatility and also aligns with the longer-term perspective we apply to operating our businesses.

Wealth Management Team Joins First Republic

Rutledge and Custodio were each named Managing Director and Wealth Manager.

Citigroup to Hire 500 for New Wealth Division

The company is planning to add the staff over the next three years to support a new unit aimed at employees at private equity offices, consultancies and accounting firms.

CGS-CIMB Chooses SS&C to Power New Wealth Management Business

Leading South East Asia financial service provider selects SS&C’s Global Wealth Platform

Getting Family Offices Ready for the Great Wealth Transfer

Firms that don’t embrace technological solutions to track, analyze and assess risk across asset classes and geographies will be hard pressed to stay relevant.

Cryptoassets – how will family offices react to the crypto winter?

Some estimates suggest that the crash has wiped $2trn from the market, with several prominent crypto funds being forced to restrict customer withdrawals and some entering into liquidation.

Wealth and Asset Management