Managers of Wealth Americas

Dunlap Named One of Forbes Top Wealth Advisors for 2022

With more than 20 years in the financial industry, Kelley Dunlap has been a partner of The Curtis Team at Stifel since 2011.

Forbes Recognizes Eight Northwestern Mutual Financial Advisors on 2022 Top Women Wealth Advisors Best-in-State List

"We take tremendous pride in each of these exceptional advisors and their unwavering dedication to helping Americans become financially secure, so they can live more and worry less."

UBS Advisor David Schachter Receives Designation to Advise Clients in Sports and Entertainment Industries

UBS launched its Athletes and Entertainers Strategic Client Segment in 2019, to provide holistic financial advice and guidance to clients across sports and entertainment industries.

Mad As Hell

"In short, Orwell feared that what we fear will ruin us. Huxley feared that what we desire will ruin us.This book is about the possibility that Huxley, not Orwell, was right..”

Multi-family office Waterfield Advisors scoops up $6 mn in Series B round

Founded in 2011 by Rajan, Waterfield Advisors offers family office services, financial planning, strategy, investment management services, among other services.

BNY Mellon Wealth Management and Havas New York Partnered With Famed Photographer Nadav Kander

The “Do Well Better” Campaign Features Editorial-Style Interviews and Portraits Highlighting the Social Impact of BNY Mellon Wealth Management Clients and Practices

BNY Mellon Investment Management: It's time to create a more inclusive investment world

The research surveyed 8,000 respondents across 16 markets, as well as 100 asset managers, with combined assets under management of nearly $60 trillion3.

Carlyle Expands Wealth Management Channel through Partnership with iCapital and Allfunds

Individual investors are increasingly seeking ways to invest in private markets and we are pleased to partner with iCapital and Allfunds to make Carlyle funds available to them.

Merchant, River Wealth Advisors Partner to Set Stage for Next Generation of Growth

$1 Billion Central Pennsylvania RIA Completes Successful Leadership Succession

These women are the top 3 young brokers

Before this year, only two women reached the top 10 on the rankings since 2011, with Qiao making last year’s group and advisor Nicole Christians of Merrill Lynch Wealth Management on the list in each of the prior four versions.

Focused Wealth Management Surpasses $1 Million in Charitable Donations

The individuals in these local charitable organizations and the work they are doing to improve their communities is awe-inspiring.

Ex-Head of Family Office for $31 Billion Fortune Builds Firm

Helmut Jeggle has invested in at least 10 companies since 2020

Hightower Invests in Business Management Firm

Hightower’s deal with Los Angeles-based Grant Tani Barash & Altman brings personal CFO services to the firm’s advisors, the next step in creating an end-to-end family office model.

BMO announces plan to partner with Breakthrough Energy Catalyst to accelerate climate innovation

BMO will be the first Canadian company to join Breakthrough Energy Catalyst and a number of the world's leading companies in support of climate innovation, including direct air capture, clean hydrogen, long-duration energy storage and sustainable avi

Arvest Wealth Management announces year-end results, digital tool

King said Arvest Wealth Management will introduce a new digital platform later this year in an effort to engage with a new demographic of investors.

How To Avoid The Multi-Family Office Bait And Switch

To be confident you are working with a multi-family office—and, more importantly, a high-performing multi-family office—you are going to have to take some initiative.

New Wealth Manager Compound Comes Out of Stealth Mode With $37M in Funding

Bolstered by VC funding, Compound mixes human advice with a technology approach.

IG Wealth Management Wins Five Awards

These awards are a great validation of their ongoing efforts to provide clients with innovative investment solutions that deliver performance and help build financial well-being.

Tristate Capital Reports EPS of $1.71 for Full Year

The company continued to expand the client base utilizing its asset management, private banking, commercial banking, and treasury and liquidity management capabilities, while all of its businesses enter 2022 with strong new business pipelines

Robertson Stephens Doubles Assets, Continues National Expansion

The firm's expansion in areas of expertise and regions shows the value of a client-first mindset, comprehensive wealth planning, institutional quality investments and award-winning technology

Wealth and Asset Management