Managers of Wealth Americas

LPL Closes Acquisition of $6.5B Wealth Business

Crown’s wealth management business supports about 260 financial advisors who serve clients with some $6.5 billion of advisory and brokerage assets

Wealth Enhancement Group Partners with The Retirement Group, LLC, a Hybrid RIA with Over $809 Million in Client Assets

This partnership marks Wealth Enhancement Group's newest office in San Diego, California bringing the firm's total client assets to more than $82.7 billion.

Key Private Bank Wins Best Regional Private Bank At The 2024 Family Wealth Report Awards

This is the second time Key Private Bank has received this award.

The AmeriFlex Group acquires The W Source

AmeriFlex Group purchases a women-to-women professional networking platform.

How do Canada's cities rank among the world's wealthiest?

New data reveals where the millionaires and billionaires hang out

Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Innovation

Financial Times and PWM Announce Wealth Tech Awards

Key Private Bank wins 'Best Regional Private Bank' at the 2024 family wealth report awards

The award recognizes industry-leading firms providing best-in-class services and innovative wealth management solutions to clients.

Macquarie Group announces $A3,522 million full-year profit

Profit for the half year ended 31 March 2024 (2H24) was $A2,107 million

Mirabaud Bank Targets Expansion in Brazil’s Wealth Management Sector

With plans to triple its managed assets in Brazil within the next two years, the firm is positioning itself to capture the burgeoning wealth management market in the region.

Mathis Wealth Management Acquires Ventura, California Wealth Management Practice Phoenix Wealth Management firm expands into California.

RH Wealth recognized this need, and the acquisition assured its clients that their best interests will continue to be well-served into the future.

LPL ‘Reimagining’ Alts Platform: CEO

LPL Financial CEO Dan Arnold says the firm is developing a variety of solutions for advisors to expand their businesses.

Asset managers focusing on enhancing product quality, accuracy – Northern Trust

A spokesperson for Northern Trust explained that "accuracy" refers to "having the right product for the right client."

StratiFi and Altruist form strategic alliance

Tech platforms collaborate to enhance wealth managers' practices.

Sanctuary Wealth acquires Tru Independence

Sanctuary Wealth redefines its RIA channel with their latest purchase.

JPMorgan Embraces Family Offices, With 'Very Tailored' Advice

The global private banking division has been advising family offices for more than 200 years

Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business

Avantax continues investing in advisor practices, complementing its suite of succession and buyout options

Advisors can't expect client loyalty, TCR may be the catalyst to switching

JD Power report warns that fee transparency could fuel attrition

Wealth Management Firms in Canada at Increased Risk of Losing Younger Affluent Clientele as Fee Transparency Regulation Looms, J.D. Power Finds

The regulation is intended to make the cost of owning investment products more transparent to investors in Canada.

Stephens Announces New Shreveport Location for Its Private Wealth Management Group

The new office at 7600 Fern Ave, Building 1300, is home to a dedicated team of Stephens financial advisors with deep roots in Louisiana.

Hedge funds are ‘dead as a doornail,’ says chairman of ultra-rich investors’ club Tiger 21

Tiger 21 members’ allocation to hedge funds dropped to 2% from 12% over the past 16 years, data from the network showed.

Wealth and Asset Management