Managers of Wealth Americas

Advisors With $6 Billion Exit Wells, BofA to Open Independent Wealth Firm

They’re the latest wealth managers to leave one of the big banks and go independent, a career route that is increasingly popular with many financial advisors.

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

The new wealth management firm, created by former rivals, whose members previously managed $6 billion in client assets, will offer an improved private banking experience, provided by teams of highly experienced specialists.

Family Offices Are Thinking Virtually

Family offices allow them to do that beyond the eyes of regulators and those who may wish to do them harm.

Largest Asset Manager In The World Launches Bitcoin Private Trust

BlackRock highlighted its commitment to offering its clientele a variety of choices in its investment portfolio.

Marble Wealth Joins Sanctuary Wealth as First Partner Firm in Alabama

Next-gen partnership with close to $800 million AUM is Sanctuary's third this year from UBS

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

Freedom Wealth Alliance Continues growth stride with latest partnership, Wealth Management Solutions, LLC

New affiliation adds over $120 million in assets under management to firm.

Credent Wealth Management merges with Personal Wealth Partners

Credent Wealth Management CEO David Hefty emphasized the alignment he saw in the shared principles and values of the two companies, which have both successfully served a variety of clients with diverse needs and levels of wealth.

JPMorgan backs central America in Latam wealth management drive

The US bank has reorganized its Latam wealth management business to focus on faster growing countries, but home bias remains a tough instinct to overcome.

MAI Adds Ohio-Based Wealth Mgmt Firm

The latest acquisition is Pareto Wealth Management.

Manulife reports 2Q22 net income

"We delivered solid results, including core earnings of $1.6 billion, despite challenges posed by the macro environment, including the impact of market headwinds in Global WAM and extended COVID-19 restrictions in Asia,"

J.P. Morgan Completes Acquisition of Global Shares

Companies and employees will benefit from Global Shares' share plan services, as well as J.P. Morgan's comprehensive suite of wealth management, executive financial services and other banking products and services.

Syracuse, NY based fee-only wealth management firm named top 50 fastest growing firms in the United States

In this study, SmartAsset identifies the fastest-growing firms in the United States.

No pain, no gain?

What comes next though is more ambiguous, but it’s unlikely to be as simple as good news is bad news, as investors deal with a Fed pivot pushed further into the future and conflicting signals on the US economy.

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.

Wealth and Asset Management