Managers of Wealth Americas

The US has the oldest millionaires as biggest ever wealth transfer looms

The US holds 7,472,364 millionaires as of 2021, according to GlobalData.

Creative Planning continues buying spree with JBJ Invest acquisition

Creative Planning CEO Peter Mallouk noted that JBJ’s presence in South Carolina and 40 other states will help the firm drive its reach in these markets.

Sanctuary Announces First Deal in Partnership Program

Sanctuary has taken minority stakes in those firms and helped them create an entity called 6 Degrees with the intention that the firms launch an acquisition strategy in the Southwest.

Cumberland County wealth management firm has new owners, leadership

RWA’s partnership with Merchant, which was announced this month closed in September.

Pence Wealth Management Announces Laila Pence Heads Forbes List Of Top Women Wealth Advisors In Southern California

The Pence Wealth Management President Was Also Ranked Fifth Nationally

How the world’s most influential central bank impacts markets

It turns out that for nearly five decades the US stock market has tended to perform strongly after the Fed has begun a new hiking cycle.

FNZ raises $1.4b in one of largest ever funding rounds in wealth management

This was one of the largest ever primary equity raises in the wealth management sector as FNZ looks to firmly expand geographically and innovate.

Escape From Jekyll Island

“Central bankers control the price of money and therefore indirectly influence every market in the world. Given this immense power, the ideal central banker would be humble, cautious and deferential to market signals.." – James Rickards,

Sanctuary Wealth Advisors Named to 2022 Forbes Top Women Wealth Advisors - Best in State

Leaders from partner firms in Indiana and Kansas among those honored

Seven UBS advisors in South Texas named to the Forbes/SHOOK Research Top Women Wealth Advisors list

The list was compiled by SHOOK Research, which researched and interviewed candidates who had been nominated by their firms.

Three UBS Advisors in the Northeast Private Wealth Management Market Named to the Forbes/SHOOK Top Women Wealth Advisors List

These advisors go above and beyond for their clients, and this recognition proves that they are some of the best in the business

Bill Kambas featured in Family Capital's "Family offices face regulatory hurdle with new transparency act"

Family enterprises can be so diverse, so unique and you need to answer some questions.

Coaching offers RBC Wealth Management advisors unique assessments, growth opportunities

Financial advisors liken it to pre-marital counseling.

CAIS Brings Customized Alternatives Platform to Focus Financial Firms

The CAIS Platform will make alternative investment strategies seamlessly available

Brookfield mulls spinning off asset management unit

The newly spun-off company could also potentially attract interest from investors who do not want exposure to Brookfield’s other units, such as the reinsurance business launched last year, Flatt added.

Morgan Stanley to acquire retirement consulting firm Cook Street

The firm also acquired fund manager Eaton Vance for $7bn last year.

Avoiding common misconceptions in wealth management

And should RIAs be looking at DC plans?

Wilmington Trust boosts wealth management team

The firm has committed to add a significant number of new professionals, which will broaden expertise.

Abacus Wealth’s Neela Hummel on Strategically Building a $4.4B RIA

Neela Hummel shares how Abacus has embraced diversity, creating a culture of inclusivity that has helped power the RIA's growth and expansion.

Liu puts relationships at the heart of Citi Private Bank

It is the kind of thing that couldn’t have happened before Zoom, and likely wouldn’t have happened until Covid hit and accelerated the adoption of video calling services.

Wealth and Asset Management