Managers of Wealth Americas

Trident Financial Planning Joins Connectus

Through a high touch, personalized service model for clients across all phases of their financial lives, Trident has established long-standing and loyal multi-generational relationships.

Zoe Financial Announces Its Partnership With Wealth Management Firm Perigon

Their goal is anticipating your life events to reflect how you want to make an impact with your investments, in order to create your own path to financial freedom.

Two Practices With Combined $350 Million Joining Cetera Through Farpointe Wealth Partners

First Oklahoma Advisory Group and Dahle's Financial Services represent the latest additions to the rapidly growing Farpointe community

MISSO Wealth Management To Join Focus Partner Firm Connectus Wealth Advisers, Continuing Connectus' Momentum and the Expansion of its Ultra-High Net Worth Footprint in Australia

Through a core emphasis on quality advice and transparency, MISSO delivers strategic advice through a holistic approach that is tailored to each client's specific needs and objectives.

CI Financial Completes Acquisition of US$5.2-Billion Silicon Valley RIA Portola Partners

With the completion of the acquisition of Portola and other outstanding transactions, CI Private Wealth will serve clients across the United States with total assets of approximately US$82 billion (C$103 billion).

FOX Announces BluWave as New Member of Direct Investing Resource Partnership

The Direct Investing Network Resource Partnership allows for access to key players in the family office industry and investing arena, the chance to connect with FOX's vast community of members, and the ability to grow through deep relationship buildi

Canaccord Genuity Group Inc., Through Its Wealth Management Business in the UK, Announces the Completion of Its Acquisition of the Investment Management Business of Adam & Company

The completion establishes the Company's entry into the Scottish market

Wealth Enhancement Group Joins Forces with Independent RIA

Fast-Growing Wealth Management Firm's 13th Integration in 2021 Elevates Total Client Assets to Over $50 Billion, Marks First Entry into Western New York Region

Schwab Pilots Direct Indexing And Plans Advisor Launch

Charles Schwab is piloting Schwab Personalized Indexing among its employees, with plans for a 2022 launch for mass affluent investors and advisors.

Morgan Stanley Launches Family Legacy and Governance Institute to Guide Professionals in Driving Multi-Generational Success

New virtual educational program is designed for estate planning, accounting and financial professionals in addressing human capital-focused needs

RFC Financial Planners Joins Carson Partners

"RFC Financial Planners has been engaged in Carson Coaching for several years and now, as a Carson Partner, it will be more empowered for continued growth,"

State Street Investor Confidence falls

Investor confidence was marginally weaker in September

Stratos Wealth Partners Recognized as a Barron's Top 100 RIA Firm

For Four Consecutive Years, Stratos Listed as one of Nation's Top Independent Advisory Firms

Mercer Advisors Acquires Miller Advisors, Inc.

Acquisition of Miller Advisors, Inc. Increases Mercer Advisors' Pacific Northwest Presence

Geneva-based investment advisor sees an “acceleration in number of private market investments” among HNW clients, as well as increasing interest in digital assets

Tautu commented that his clients “like to take risks in these private markets, but the idea of being blocked for 10 years is still frustrating to them.”

Wealth and Asset Management