Managers of Wealth Americas

Heather Krause named to the Forbes Top Women Wealth Advisors Best-In-State list

This is the second year in a row that she has been named to this list.

Emerging markets are losing their attraction for family offices

Underperformance, geopolitical risk and foreign exchange volatility sends investors seeking US large-cap stocks

Wealth Enhancement Group Grows by Adding Starfox Financial Services, LLC, an Independent RIA with Over $254 Million in Client Assets

This partnership increases Wealth Enhancement Group's presence in the Lone Star State and brings the firm's total client assets to more than $85.3 billion.

Citi’s Ivan Moiseeff joins $4.5 billion Miami shop

The top executive from Citi has joined Azura Partners as a partner in its Miami office, effective immediately Citywire Americas has learned.

Survey details 'stark differences' between younger and older wealthy investors

Young, wealthy investors are increasingly skeptical that a traditional mix of stocks and bonds will generate above-average returns.

BlackRock to Acquire Preqin, Leading Private Markets Data Solutions Provider

Strategic expansion of Aladdin tech business into fast-growing private markets data segment, unlocking additional $8 billion total addressable market

HNW spending heralds a return to the Roaring 20s

Buoyed by financial optimism, HNWs are spending more on luxury, Julius Baer reports

The Matthews Group at UBS Ranked a Top Wealth Management Team by Barron’s, Forbes

The team also was named last year to the Forbes America’s Top Wealth Management Teams - Private Wealth list for 2023.

Principal Puts Chile at the Heart of Its Wealth Management Strategy in Latam

This unit, explains Silva, is part of Principal AGF, which encompasses the asset management business in the Andean country.

State Street Global Advisors and Galaxy Asset Management Join Forces to Introduce Investors to The Next Evolution of Digital Asset Investing

First-movers in asset management seek to serve the digital asset marketplace end-to-end.

Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools

AI @ Morgan Stanley Debrief acts as notetaker, summarizer and first draft communication composer for client meetings, greatly enhancing efficiency and enabling scale for Advisors and their practices

BlackRock muscles into private assets market for wealth clients

BlackRock views the US wealth market as one of its biggest growth opportunities.

How should I invest in tech?

We think the adoption of AI will unlock value across a number of sectors.

Wealth Management Visionaries Jim Dickson and Mark Penske Launch Elevation Point

Mr. Dickson and Mr. Penske Join Forces in Forming New Venture, Executing on Vision to Build 'Path to Higher Ground' for Growth-Focused Advisors and Firms

Mission Wealth Named a 2024 Inc. Best Workplace

Survey results showed that caring best describes Mission Wealth's work environment.

Private Advisor Group Welcomes Delisanti Wealth Management

Private Advisor Group's multi-custodian offering was also a key factor in his decision to join.

Stratos Wealth Partners Recognized as 2024 Top Workplace by The Plain Dealer

The annual Top Workplaces awards, produced by research and consulting firm Energage, are determined by feedback captured by an employee engagement survey.

Wealth Management Powerhouse Americana Partners Launches International Division

Americana International to Provide Family Office Services to Ultra-High-Net-Worth in Latin America

MJP Wealth Advisors President Brian Vendig Named to the 2024 AdvisorHub 200 RIAs to Watch List

We are extremely grateful for our clients who entrust our team to guide them on all aspects of financial planning and investment management.

Macquarie Asset Management announces final close of global opportunistic real estate fund

Macquarie Asset Management’s Real Estate division is a global real estate investment business with a track record of identifying and investing in sectors backed by global megatrends.

Wealth and Asset Management