Managers of Wealth Americas

CI Financial to Acquire Former Eaton Vance Investment Counsel Division, Expanding U.S. Wealth Management Strategy

Acquisition will bolster CI’s Boston presence and boost CI’s U.S. assets to US$133 billion

Bain Capital to acquire nearly 25% stake in IIFL Wealth

Private equity fund Bain Capital edges out other global rivals to buy a 25% stake in IIFL Wealth. GA Atlantic and Fairfax are the selling shareholders.

Wealth management firm expands with new office in Little Falls

Team members Laura Powers, lead adviser, and Kyle Dempster, associate adviser, both residents of the Little Falls area, will represent the Strategic team in this new location.

BCG and the BXG Form Alliance

The alliance comes as more businesses begin to adopt the ESG reporting standards set by the Sustainability Accounting Standards Board (SASB) following its launch at COP26.

Holloway Wealth Management Will Join ARS Wealth Advisors, Expanding ARS' Presence in the Florida Wealth Management Market

"We are excited to have Holloway join the ARS family," said Tony Anderson, CEO of ARS Wealth.

RBC agrees to buy UK wealth manager

The acquisition is subject to a number of customary conditions

Barron's Recognizes Cetera's Trevor Wilde Among America's Top Financial Advisors

Wilde Wealth Management ranked No. 2 on Arizona's list of top advisors

Wealth Enhancement Group Joins Forces with Financial Management Concepts, a Fee-Only RIA with More Than $188 Million in Client Assets

Addition of the Central Florida Firm Raises Wealth Enhancement Group's Total Client Assets to more than $55.6 Billion

Campolo Launches an alternative Family Office

First-of-Its-Kind Company Helps Clients Protect, Grow, and Manage Their Businesses and Most Valuable Assets

Wall Street Wealth Manager Teams Up with International Art Patrons and Blockchain Tech-Gurus to Launch ATO

The five-year saga to launch ATO Platform – a souped-up, tech-abundant asset management solution is bringing financial logic and pricing transparency to the art market.

Private Advisor Group Introduces Advisor Alignment and Equity Program

With the day-to-day demands of financial advisors ever increasing, the Advisor Alignment and Equity Program offers a review of short- and long-term business goals and an in-depth assessment of practice plans, expenses and overall business health.

Edward ‘Ned’ Johnson, Former Fidelity CEO, Dies

Under his watch, Fidelity was transformed into an investing powerhouse

Cresset Advisors Named to Barron's Top Financial Advisors List

The Barron's ranking methodology is based on data provided by approximately 6,000 advisors.

Santander Private Bank launches new HNW service in Uruguay

The new service resides within Santander Select, the firm’s private banking unit in Uruguay which focuses on investments.

Janiczek Wealth Management Named to 2022 America’s Top Financial Advisors List, as Published in Barron’s and Wall Street Journal, 9th Year in a Row!

According to Barron’s, “the goal is to shine a spotlight on the nation’s best financial advisors

Wealth and Asset Management