Managers of Wealth Americas

Wealth management booms as the rich get richer but markets get choppy

Industry aims to attract rising tide of younger DIY customers coming into inheritances but who need assistance

Raimondi's Dakota Wealth Management makes Montana RIA buy

The transaction marks the first expansion for Dakota, which is based in Palm Beach Gardens, Fla., out of the eastern time zone.

Kingswood Acquisition Corp. and Wentworth Management Services LLC Announce Definitive Merger Agreement

The combined company will have a pro forma enterprise value of $208 million.

Sanctuary Wealth Accelerates M&A Activity and Buys Stake in $3 Billion GoalPath Solutions

Firm brings expertise in retirement plans to Sanctuary's platform

Mercer Advisors Acquires Harrison & Company Wealth Management, LLC

Expanding Mercer Advisors' East Coast Presence

US family office buys UK wealth firm

In a bid to expand its international presence

Former Merrill Lynch Advisor With $285M Joins RBC In California

Founded in 1909, RBC Wealth Management (U.S.) has $508 billion in total client assets with more than 2,100 financial advisors operating in 184 locations in 42 states.

San Francisco has become so expensive that you need a net worth of $1.7 million to be 'financially comfortable,' survey says

That's compared to an estimated national average of $2.2 million, according to a polled sample of 1,000 American adults designed to represent the country.

North America is seeing a hiring boom in private banking industry data analytics roles

Some parts of the world are investing more heavily in data analytics roles than others

Ross Bennet Smith to Join Focus Partner Firm NKSFB, Expanding NKSFB’s Presence into the United Kingdom

Through RBS, NKSFB will gain additional talent as well as an international presence and expertise, while further expanding its position as a preeminent multifamily office and business management firm.

NFP acquires wealth management firm Newport Private Wealth

The Newport team will continue to operate under the Newport Private Wealth brand, and its senior leadership will remain

Credit Suisse Expands Funding to Nonprofit Organizations Leading Efforts to Improve Pathways to Career & Upward Mobility

The organizations provide educational pathways outside of traditional four-year degrees, enhancing their students' abilities to launch promising careers.

BMO Recognized as Best Private Bank, Best Commercial Bank and Best Retail Bank in Canada

The annual World Finance Banking Awards recognize industry leaders, eminent individuals, exemplary teams, and distinguished organizations which represent the benchmark of achievement and best practices in a variety of fields.

Barron's Names W Janet Dougherty to Top 100 Women Financial Advisors List for 2022

"As a repeat Barron's Top Financial Advisor, Janet exemplifies the qualities of a talented and respected advisor, one who puts clients' best interests first, always,"

Eight Ameriprise Financial Advisors Named to the Barron’s Top 100 Women Financial Advisors List

"Congratulations to the advisors who were named to this year’s Barron’s Top 100 Women Financial Advisors List,"

Dakota Wealth Management to Acquire Loveless Wealth Management

Strategic acquisition expands footprint into Montana

Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business

The end-to-end Morningstar Wealth Platform adds to the data, research, portfolio analytics, and investment management

Citigroup’s $US1b family office clients profit from wild markets

Some of the biggest and most sophisticated include Ray Dalio’s namesake family office, Michael Dell’s MSD Capital and Stanley Druckenmiller’s Duquesne Family Office.

Raymond James Draws FA Team from Merrill in Louisiana

The team operates as Woods Brignac Wealth Management.

International family office unveils Miami operation

To bolster its offering in North and Latin America

Wealth and Asset Management