Managers of Wealth Americas

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.

Dubai ranks 12th in Julius Baer’s Global Wealth and Lifestyle Report as relative ‘cost of living’ remains competitive compared to major global cities

Dubai is the 6th most expensive city in Europe, Middle East, and Africa (EMEA) and 12th in the global ranking of the Lifestyle index

Wealth.com Launches New Family Office Suite™, Strengthens Legal Team With Addition of David Haughton, JD, CPWA®

New estate planning offering focuses on driving productivity and efficiency for advisors and wealth strategists serving high-net-worth and ultra-high-net-worth clients

Foreign banks target Switzerland after UBS takeover of Credit Suisse

"When one player is absorbed, the musical chairs are being rearranged and that creates opportunities,"

Advantary Capital Services and Apex Group Announce Strategic Partnership to Expand Portfolio Company and Client Services

This partnership brings together the expertise of two industry leaders to empower businesses with the resources and support they need to thrive in today’s competitive landscape.

PCD Magazine article: The Big Interview with Crestbridge’s award winning CEO

A lawyer by training, Heather has featured in ePrivateclient’s 50 Most Influential List for five consecutive years and has been the recipient of a number of other prestigious awards and accolades.

Fidelity launches wealth manager

New CIRO firm, Fidelity Wealth, wants advisors who are thinking about retiring

Bridging the Advisory Gap Between Generations

LPL Financial's Jared Fingeret discusses the firm's acquisition strategy

Gen X stands to gain the most wealth from the $84 trillion wealth transfer

BofA Private Bank Study of Wealthy Americans Finds Generational Divide in Investing, Giving and Preserving Wealth

Millennials and Gen Z Allocate Three Times More of Their Investment Portfolios to Alternative Investments than Older Generations

The Henley Private Wealth Migration Report 2024

Head of Research at New World Wealth, Andrew Amoils, says the benefits of this migration of wealth and talent to these destination countries are significant and wide ranging.

Wealth managers look beyond falling rates and rising tensions

Clients’ investment portfolios are being designed to be resilient across multiple economic cycles

IG Wealth Management Announces Risk Rating Changes for Select Investment Solutions

There are no changes to the investment objectives, strategies or management of these funds.

Sarasota finance agency acquired by national wealth management firm

Minnesota-based Wealth Enhancement Group acquired Atlas Fiduciary Financial, which has offices in Sarasota as well as Oakland, New Jersey.

Wealth and Asset Management