Managers of Wealth Americas

UBS Advisor Sonny Gulati Named to the Forbes Best-In-State Wealth Advisors list

Sonny has more than 30 years of experience working in the financial services industry, and has been with UBS since 2002.

J.P. Morgan Wealth Management Introduces QuickDeposit for Investments

Clients can fund their investment accounts more easily and quickly via the mobile app

The Building Blocks of a Durable Family Office

Laying the foundation for an organization that will support the family and its legacy requires commitment to a process and regularly revisiting fundamental decisions.

Canaccord's management seeks to acquire firm in C$1.13 bln deal

In prior talks with the management group, the committee had said it would not support an offer of C$11.25 per share, based on preliminary analysis.

Mercer Advisors Acquires Empyrion Wealth Management, Inc.

Mercer Advisors was a natural choice for me, my team, and our clients.

The Most Effective Way To Move Upmarket

For a great many advisors to do well going forwards, they need to work with wealthier clients—they need to move upmarket.

Oxford Financial Partners Will Join Focus Partner Firm Buckingham Strategic Wealth

This transaction is expected to close in the first quarter of 2023, subject to customary closing conditions.

Digital Currency Group shutdowns wealth management business

Late last year, DCG, which owns asset manager Grayscale Investments and cryptocurrency brokerage firm Genesis and others, reduced the size of its workforce by 10%.

Linda Mack of Mack International shortlisted in 2022 Private Asset Management Awards: Best Consulting Firm for Family Offices and Women in Wealth Advocate of the Year

Linda Mack of Mack International has been shortlisted in two categories by the With Intelligence Private Asset Management Awards: Best Business Consulting Firm for Family Offices and Women in Wealth Advocate of the Year 2022

South Carolina-based Wealth Management Group Announces Milestone Annual Growth

Apollon Holdings saw significant expansion, with four RIA acquisitions across the U.S.

Nicola Wealth Welcomes Two Experienced Calgary-based Wealth Planners to Its Growing Advisory Team

Cassandra Cross and Simran Arora join Nicola Wealth and look to expand private investment opportunities in Alberta.

Morgan Stanley Takes On UHNW Challenges Beyond Tax Planning

During the interview, Kurlander and Chand discussed what the program has achieved so far and what is planned for this year and beyond.

CapIntel teams up with Mackenzie to debut wealth tech tool

Fintech firm's first-to-market offering offers benefits for asset managers, advisors, and end-clients

Choreo Completes Acquisition of Enso Wealth Management

Deal Quickly Follows Completion of Acquisition of Cherry Bekaert Wealth Management

Digital Done Right: Striking a Balance in Modern Wealth Management

There’s no doubt a huge opportunity is on the table for wealth managers today.

Sanctuary Wealth Chooses Wealthbox for Enterprise CRM Relationship

Sanctuary Wealth works consistently to assist our partner firms in developing their own businesses to the fullest and meeting all of their clients' needs.

RBC Brewin Dolphin’s 2023 investment outlook: a year of recession, inflation peaks, and bond returns

The impact of the fastest US rate hiking cycle in history will reverberate more visibly in the economy in 2023.

Asset managers brace for tough year of cost-cutting in 2023

Long-delayed reckoning comes after falling markets hit both management and performance fees last year

InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel

InCap Group served as exclusive financial advisor to RiverStone Wealth Management

FinFolio Unveils Enhancements To Back Office Software

FinFolio is now looking to branch out and target firms with $10 billion in assets.

Wealth and Asset Management