Managers of Wealth Americas

Basepoint Wealth Extending Reach with Des Moines Acquisition

McKee, and his team of licensed and certified accountants will remain with the newly named company.

Gideon Strategic Partners Affilates With Leading Independent Broker-dealer

The transition is effective immediately.

CI Financial Reports Total Assets of $304 billion for June 2021 and Positive Second Quarter Net Sales

Strongest net sales in nearly six years led by $530 million in net flows in Canadian retail asset management; assets exceed $300 billion for the first time

Campden Wealth Americas and Ey announce strategic North American Family Business Partnership

“With this in mind, we are thrilled to partner with EY,”

Wealth Enhancement Group Acquires Fitzgerald Wealth Management, a Houston-Based Advisory Practice with $513 Million in Client Assets

Latest Acquisition Brings Fast-Growing Wealth Management Firm's Total Assets to Nearly $38 Billion

Merrill’s Sieg Nods to ‘Competitive’ Attrition Issue in Call with Brokers

The remarks came as attrition of experienced brokers rose to around 5% in the second quarter from an average of around 4% that executives had cited in prior quarters.

Allworth Financial Continues National Expansion - Partners with Giordano Wealth Management Group

The agreement marks Allworth’s 9th office location in Northern California

Carson Group, Financial Technology & Services Leader, Selects Bain Capital as Strategic Partner

Bain Capital has a long history of investing in and partnering with founders and management teams to accelerate the growth of companies.

Vanguard to offer direct indexing capabilities through acquisition of Just Invest

Just Invest’s platform uses sophisticated portfolio management tools traditionally available only to institutional or ultra-high-net-worth investors.

Goldman Sachs Asset Management Announces Launch of Goldman Sachs Future Planet Equity Exchange Traded Fund

Goldman Sachs intends to invest in the Fund alongside its clients.

UBS Advisor Wendy Spinner Recognized for Local Philanthropic Work by Invest in Others

It’s truly gratifying to see her acknowledged for her long-standing dedication to the communities she serves.

Morgan Stanley wealth unit revenues offset trading slowdown

Wall Street bank benefited from higher fees in second quarter

JPMorgan has big wealth-management growth plans

Still, bank execs cautioned that loan growth could remain sluggish because consumers have been saving more, paying down debts like credit cards and mortgages, and borrowing less.

Tiedemann Acquires Leading London Multi-Family Office

Holbein joins Tiedemann Constantia as part of Tiedemann's broader international growth strategy

Family Offices Say IPOs Are Nothing But An Exit Strategy

64% said the majority of companies go public in order to facilitate an exit strategy

John Darden on Wealth Management

The whole goal of investing for retirement is that the money has time to work for you.

Wells Fargo to Announce Second Quarter 2021 Earnings on July 14, 2021

The Company will host a live conference call on Wednesday, July 14, at 11:30 a.m. Eastern Time.

Citi rolls out self-directed investment offering

The offering will expand in the coming months to provide access to additional types of investments, including mutual funds.

Second Quarter 2021 Results and Key Metrics

Revenues decreased 12% from the prior-year period

Captrust acquires $2B RIA in firm’s 50th deal since 2006

Nearly a decade earlier, Captrust expanded its initial acquisition focus on retirement plan firms to wealth management practices as well, Rush Benton, the firm’s senior director for strategic growth, said in an interview.

Wealth and Asset Management