Managers of Wealth Americas

Warren Averett Asset Management inks Strategic Partnership

The management team of WAAM will remain meaningful shareholders as part of this transaction and the parent company, Warren Averett CPAs & Advisors, will retain a minority stake.

Wipfli Financial Advisors acquires Redwood Wealth Management

Redwood expands Wipfli Financial's presence into the southeast U.S. while also bolstering the firm's team of experienced professionals.

Broadridge's SRD II Solution Wins Industry Recognition as Asset Servicing Regulatory Solution of the Year

Global Proxy Voting and Shareholder Disclosure Solution Win Prestigious Asset Servicing Times Award

Scotia Global Asset Management honoured to receive 13 individual awards across 9 categories at the 2021 Refinitiv Lipper Fund Awards

These awards are granted to investment solutions "that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

BMO Global Asset Management Honoured at 2021 Canada Refinitiv Lipper Fund Awards

Recognized in categories including Canadian equity, fixed income and financial services

Fidelity Institutional Announces New Structured Investment Offering & Trading Capabilities for Wealth Management Firms

Fidelity Becomes First Clearing and Custody Firm to Provide Solution For Structured Investments Through Integration with SIMON Markets in Wealthscape

Inflation Alert - FED Behind the Curve

The pressure for a rate increase is evident from the US bond market re-pricing the implied level of inflation 21bps higher on the week at 3.11%

Two Practices Managing More than $500 Million Join Cetera

Strutzel Family Wealth Management and Martingale Investment Group affiliate with Cetera through Summit Financial Networks, driving record year for recruiting

Hightower Honored on Inc. Magazine's Inaugural List of America's 250 Best-Led Companies

Selected from a pool of more than 10,000 companies, Hightower is recognized for excellence in performance, value creation, market penetration, customer engagement, talent and leadership

Stagflation risk: A comparison to the 1970s

Data from the US Bureau of Labor Statistics, available since 1983, show the share of workers that are either members of or are represented by unions has halved in the last 40 years.

Fieldpoint Private Earns Global Honor as Best Boutique Private Bank

Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast

UBS Advisor named to the Working Mother/SHOOK Research Top Wealth Advisor Moms List

Kalyn joined UBS in 2014 and has more than a decade of experience in the financial services industry.

Sequoia Financial Group to acquire NCA Financial Planners

When the deal closes, which is expected to occur by Dec. 31, the combined firm will have $10 billion in client assets.

State Street Global Advisors Introduces I&D Focused Share Class within Cash Management Suite

As one of the world’s largest fiduciary managers who is deeply committed to ESG-focused asset stewardship

Sanctuary Wealth Welcomes Famiglia Wealth to Network

First independent partner in Michigan brings $700 million in assets and is fifth team joining from Morgan Stanley in 2021

JTC completes SALI acquisition

This latest acquisition advances JTC’s strategic objective to strengthen its presence in the US and makes the country JTC’s second largest jurisdiction by revenue.

Miracle Mile Advisors Merger to Bolster LA Firm’s East Coast Presence

Castle Asset, headed by owner John Caffrey, concentrates on financial, tax and estate planning.

CI Financial Reports Record Financial Results for the Third Quarter of 2021

These include firms dedicated to serving high-net-worth and ultra-high-net-worth individuals and families across the U.S. Including all recently announced transactions, our U.S. wealth business will exceed US$98 billion, up from zero at the start of 2020.

Morgan Stanley Wins 2021 MMI/Barron’s Industry Award for Wealth Manager Platform of the Year

The Wealth Manager Platform of the Year category recognizes a wealth manager platform that exemplifies innovation in delivering better outcomes for investors and Financial Advisors.

BofA Wants More FAs, Private Bankers in Los Angeles: CEO

Moynihan didn’t elaborate on the wealth management opportunities in Los Angeles and the bank’s plans for the expansion of its advisor roster there.

Wealth and Asset Management