Managers of Wealth Americas

Hightower Facilitates Strategic Merger Between TC Wealth Partners and EFG Advisors, Bringing their Combined AUM to More Than $2 Billion

Both firms are based in the Greater Chicago area and specialize in serving business owners

Canaccord Genuity Group Inc. Reports Third Quarter Fiscal 2023 Results

Excluding significant items, quarterly earnings per common share of $0.16 (1)

Credit Suisse Group announces the acquisition of The Klein Group LLC

CS First Boston, with its differentiated proposition and partnership model, is expected to be more global and broader than existing investment-banking boutiques, more focused than bulge bracket players

Mirador boosts RIA capabilities with Fusion Financial Partners purchase

The consolidated entity, which will function under the brand of Mirador, will have around 200 employees.

Clarity Private Wealth Solutions Is Steward Partners' Fourth 2023 Transition

Nearly $700 million in assets added to Steward Partners network in 30 days

Atria Wealth Solutions Adds Two Teams with Over $220 Million in Client Assets

Atria continues growth momentum by welcoming Cypress Private Wealth and Marshall Wealth Management Group to Cadaret Grant

Investment Strategy

The positive trend observed in the last quarter of 2022 has persisted into the new year.

Wealthtech partnership opens new engagement opportunities for advisors

Mackenzie Investments and CapIntel say new Link offering injects conviction and storytelling into the KYP experience

Goldman Sachs Asset Management Completes Final Close of West Street Capital Partners l

One of the largest first-time Growth Equity fund in history

RBC named Caribbean's best private bank

The Global Finance editorial review board base its selections on input from industry analysts, corporate executives, and technology experts.

Winning Advisory Clients From Major Institutional Brands

The advisors at major brands have institutional limitations enabling smaller high-quality advisory firms to consistently win clients away from them.

Credit Suisse acquires luxury resort in Florida

The partnership aims to capitalize on the recovery in the US convention hotel market and the strength of the Florida economy.

Lisa Detanna Named to Forbes' List of Best-In-State Wealth Advisors

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.

Will First Boston Get a Chunk of Credit Suisse's Fund Unit?

Specifically, this is assumed to be the Private Funds Group, wholly owned by Credit Suisse and part of the fund business.

The Case For More Expansive Wealth Management

This was not strictly about wealth management. The client was facing an emotional issue and was in an uncertain position where he needed help from someone he could trust.

Wealth Enhancement Group Grows by Adding Legacy Financial Planning, a Hybrid RIA with Over $371 Million in Client Assets

As Expansion Continues on the East Coast, This Acquisition Brings Wealth Enhancement Group's Total Client Assets to More Than $60.6 Billion

JPMorgan asset management unit makes $500m timber belt acquisition

The wealth manager said its Campbell Global uni will manage the commercial forests in Mississippi, Oklahoma and Arkansas for wood production as well as carbon capture

UBP teams up with US group for long/short credit strategy

The Swiss firm has partnered with New York-based alts specialist Brigade Capital Management to increase its alternatives offering.

Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Management Teams List – in Illinois

Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

Wealth Professional’s Top 50 Advisors for 2023 revealed

Industry's finest excelled in steering clients' portfolios through economic storms

Wealth and Asset Management