Managers of Wealth Americas

Wealth Enhancement Group Joins Forces with Independent RIA

Fast-Growing Wealth Management Firm's 13th Integration in 2021 Elevates Total Client Assets to Over $50 Billion, Marks First Entry into Western New York Region

Schwab Pilots Direct Indexing And Plans Advisor Launch

Charles Schwab is piloting Schwab Personalized Indexing among its employees, with plans for a 2022 launch for mass affluent investors and advisors.

Morgan Stanley Launches Family Legacy and Governance Institute to Guide Professionals in Driving Multi-Generational Success

New virtual educational program is designed for estate planning, accounting and financial professionals in addressing human capital-focused needs

RFC Financial Planners Joins Carson Partners

"RFC Financial Planners has been engaged in Carson Coaching for several years and now, as a Carson Partner, it will be more empowered for continued growth,"

State Street Investor Confidence falls

Investor confidence was marginally weaker in September

Stratos Wealth Partners Recognized as a Barron's Top 100 RIA Firm

For Four Consecutive Years, Stratos Listed as one of Nation's Top Independent Advisory Firms

Mercer Advisors Acquires Miller Advisors, Inc.

Acquisition of Miller Advisors, Inc. Increases Mercer Advisors' Pacific Northwest Presence

Geneva-based investment advisor sees an “acceleration in number of private market investments” among HNW clients, as well as increasing interest in digital assets

Tautu commented that his clients “like to take risks in these private markets, but the idea of being blocked for 10 years is still frustrating to them.”

Advisor Group Successfully Recruits Three Wealth Management Practices With Combined $498 Million In Total Client Assets

Financial Advisors from California, Nevada Joining Advisor Group Subsidiary SagePoint Financial and Top Producer The AmeriFlex Group®

Merger to Create $20 Billion Multi-Family Office

Cresset and Berman are a strong cultural fit and share a commitment to excellence, integrity, independence, and results.

Goldman Sachs expects oil prices to reach $90 by year-end on supply constraints

Brent futures hit a near three-year high last week as global output disruptions have forced energy companies to pull large amounts of crude out of inventories

Sphera Expands Front Office with SS&C

Israel's largest hedge fund manager leverages SS&C's Eze Investment Suite

Zoe Financial Announces Its Partnership With Alchemist Wealth

Through this network, you will now be able to match with Alchemist Wealth Advisors, a black-owned Registered Independent Advisory (RIA) firm specializing in equalizing access to financial planning.

Four Hightower Advisors Featured on Forbes' 2021 List of Top Next-Gen Wealth Advisors

These advisors represent the future of the wealth management industry.

Citizens Financial CEO Hunts for Wealth Business Amid Deal Spree

Citizens is contacting wealth firms that look like a good fit and attempting to negotiate with their principals directly as a way of avoiding the bidding process.

Sanctuary Global Family Office Launches With Stake in $2 Billion Multi-Family Office

Sanctuary Extends Footprint into Southern California with Investment in InnoVise Family Wealth Advisors

Asset manager M&A means technology providers must keep up

As a result, the firm ended up with a smoother process, with a single touchpoint for clients and executing across markets and jurisdictions while meeting each market's relevant rules and regulations.

Financial Services M&A Buoyed by Asset Management, Insurance

Dealmakers tell Mergers & Acquisitions that proprietary deal sourcing pipelines are one way to keep multiples low

Coldstream Wealth Management Announces Merger

Second private-equity free transaction this year expands employee-owned firm's footprint across fast-growing Pacific Northwest and increases total client assets to over $6.7 billion

Citi Private Bank Finds Cautious Optimism Among Investors for 2022 with Covid-19, Inflation and Peak Market Valuations Top of Mind

Majority of respondents in the annual Family Office Survey seek increased returns of 5% or more next year

Wealth and Asset Management