Managers of Wealth Americas

More On Independent Digital Ecosystems as the Future of Wealth Management

Digital ecosystems with their data lakes, micro services and new forms of user experience and design represent both freedom and a new way of thinking for advisors

Canaccord Genuity Announces Completion of Acquisition

All existing employees of Sawaya Partners will continue with the Company's U.S. capital markets business.

MAI Capital Management Acquires Monarch Business & Wealth Management

The acquisition, which also includes strategic partner Regal Wealth Management, expands MAI’s nationwide presence while adding to its Sports + Entertainment Division

Merrill Lynch Wealth Management Financial Advisor Pamela Goodman was selected as a “Top Wealth Advisor Mom” list by Working Mother / SHOOK Research in 2021.

Goodman is a senior vice president and senior financial adviser to the wealthy advisory teams Nottingham, Walsh, Goodman & Associates.

'Advisors Must Build, Invest in Their Brand': Commonwealth’s Kloman

There are an increasing number of ways clients can access investments.

Morgan Stanley will frame new portrait at the helm

The Australian who has run the New York bank since 2010 has turned in a better performance than most rivals.

Most UHNW Investors Want Tangible Assets Included on Their Balance Sheet: Report

For example, while only 53% of advisors consider tangible assets as part of their ultra high net worth clients’ wealth, 87% of the clients do, according to the report.

High net worth investors want to own a little less of the everything bubble in 2022

Twice a year, the TBEN Millionaire Survey asks investors what major asset classes they plan to increase their exposure to over the next year.

Banque Heritage accelerates business in South America

The task of DEG - a subsidiary of the German state development bank, Kreditanstalt für Wiederaufbau KfW - is to promote private-sector structures in developing and emerging countries through long-term project and corporate financing.

MAI Capital Management Acquires Investment Planning Associates

The acquisition expands MAI's presence in the Mid-Atlantic region and will provide clients of Investment Planning Associates with expanded investment options

Churchill Asset Management Named One of Pensions & Investments’ 2021 Best Places to Work in Money Management

The first part of the survey evaluated each nominated company's workplace policies, practices, philosophy, systems and demographics.

2022 Wealth Planning Outlook: 'Wealth, Redefined'

Annual report explores five societal changes and offers corresponding wealth planning strategies

Canaccord expanding U.S. capital markets biz with Sawaya buy

Canaccord’s U.S. capital markets business has been expanding since 2019 and is a “growing” revenue contributor

LPL Financial Welcomes Sterling Wealth Group

“It is with great pride that we welcome Bob and Mike Madden of Sterling Wealth Group to JFC Advisor Network and LPL,” said Jack Connealy, founder of JFC Advisor Network. “

AssuredPartners Announces Acquisition of Medallion Wealth Management, Inc.

The firm currently reports $3 million in annualized revenues.

Scotia Wealth Management recognized as best private bank in Canada

This year's two awards follow country-specific wins in the Bahamas and Peru for Scotia Wealth Management in 2021.

BMO Financial Group accelerates North American growth with strategic acquisition

Under the terms of the agreement, BMO will acquire Bank of the West for a cash purchase price of US$16.3 billion, or US$13.4 billion net of estimated US$2.9 billion of excess capital (at closing) at Bank of the West.

Fieldpoint Private’s New Atlanta Offices Mark Next Phase in Company’s Southeast Banking Expansion

Atlanta, Orlando and Miami Offices Offer Private, Commercial, Personal Banking and Wealth Management

Destiny Wealth Partners Launches Private Trust Capabilities and Services

"Destiny Private Trust" Built on the Nation's Largest Advisor-Owned, Independent Trust Platform

Destiny Wealth Partners Launches Private Trust Capabilities and Services

Developing and maintaining close, multigenerational relationships with our clients and their families, and helping to strengthen their wealth transfer strategies, is a deeply personal process that is foundational in our firm.

Wealth and Asset Management