Managers of Wealth Americas

Edelman Financial Engines Acquires PRW Wealth Management

This marks the fifth acquisition by EFE over the past thirteen months and continues the expansion of the firm’s wealth planning capabilities across key regions nationwide.

Meet the 2023 Women in Wealth Management Award Winners

The winners were celebrated today at the Excell Represent conference during the Women in Wealth Awards ceremony.

Citi’s new wealth head sees unique prospects for growth

Andy Sieg is back again from Merrill Lynch, and has big plans for Citi’s new global wealth franchise.

Predictions 2024: Wealth Management

Forrester believes that the wealth management industry will once again see the rise of new and old forces that will confuse, help, and hinder investors.

Steven Cohen's Point72 Asset Management Adjusts Portfolio, Notably Reduces Adobe Stake

His firm operates on a multi-manager platform

Wealth management division buoys Canaccord through another tough quarter

Inflation forcing some clients to withdraw assets to meet needs

How one advisor to the ultra-affluent successfully manages his practice

Ultra-high-net-worth advisor Thane Stenner shares practice management wisdom – both inherited and hard-earned – that's steered him well

Cognicor Receives Multiple 2023 Wealth Management Technology Awards

Firm Earned Recognition from WealthManagement.com and Datos Insights as an Elite Provider of AI-Enabled Wealth Solutions

Quorum Private Wealth Named "Partner Firm of the Year" and Listed on Forbes America's Top RIA Firms and Wealth Advisor Best-In-State Rankings

Plus, volunteer work in community results in donation to Financial Women of San Francisco

Alpine Private Wealth Unveils New Brand, Reaches $1 Billion in Assets

The firm remains affiliated with Alpine Capital Research (ACR) via common ownership.

Savant CEO Brent Brodeski Named a 2024 Chicago Titan

Program recognizes Chicago’s top 100 CEOs and C-Level executives.

A Closer Look at the Technology Reshaping Family Offices

Band-aid solutions will no longer work.

Why The Wealth Management Value Proposition Is Best-In-Class

I’ve come to believe that disruptive change is the ultimate moment when your value proposition either holds or fails.

Canaccord Genuity Group Inc. through its wealth management business in the UK, Announces acquisition of Intelligent Capital

The transaction supports CGWM's strategy of investing in the growth and success of its wealth management business while continuing to increase the scale of its financial planning capacity.

Broadridge Wins Best Corporate Actions Technology at Asset Servicing Times Industry Excellence Awards for a Second Consecutive Year

The Asset Servicing Times Industry Excellence Awards are designed to celebrate and recognize the achievement of leading organizations across the asset servicing industry.

Wealth and Asset Management