Managers of Wealth Americas

How Family Offices Can Strengthen Next Gen Relationships

Communication, education, fostering positive family dynamics, and an early start are key.

The world’s top 10 wealth management firms by AUM

Who has the most client money? We run down the largest companies by assets under management

Jones Fiduciary Wealth Management opens its doors

This includes charging unnecessary fees, investing client money in ways that benefit the firm and not the investor, and putting sales ahead of client service.

Argentina Wealth Tax Fought by the Rich Raises $2.4 Billion

The government expects to use the proceeds for pandemic spending including health policies, small business subsidies, scholarships and housing projects.

Capital City Bank Group, Inc. Acquires Strategic Wealth Group, LLC

Capital City Strategic Wealth will be led by William L. Moor, Jr., the current president of Capital City Investments and Capital City Trust Company.

Wealthsimple raises C$750m in one of the biggest Canadian tech investment rounds ever

Other investors in the round include DST Global, Iconiq, Dragoneer, TCV, Sagard, Allianz X, Base 10 and Redpoint among many others.

Upending a Century of Wealth Planning

While the rules for step-up in basis at death and carryover basis for gifts have remained largely the same for almost a century, historical context can offer additional insight into the proposed STEP Act.

Why it makes sense to outsource client reporting operations

One critical aspect of any investment or wealth manager’s operations is providing timely, accurate and accessible client communications and reporting—an area ripe for outsourcing consideration.

2 Big Seattle Wealth Managers Are Merging. It’s the Anti-Private-Equity Deal.

Anne Marie Stonich, Paracle’s co-founder and managing director, says that as her firm grew she knew it would have to add nine executive positions in areas like human resources and marketing.

CI Financial Affiliated RIA Congress Wealth Management Acquires Pinnacle Advisory Group to Create $5.8-billion Firm

Transaction boosts CI’s U.S. assets to $58 billion

Sarasin buys Bank of Montreal's HK, Singapore private banking arms

They provide a complete suite of private banking and wealth management services to private and institutional clients in Asia and globally.

Top Advisor Spotlight: Greg Onken, Managing Director, JPMorgan Wealth Management

He was named a Top Wealth Advisor and Best-In-State Wealth Advisor this year.

How UDB Financial Grew by More Than 30% Since Joining Ameriprise in 2019 to Manage $833 Million in Client Assets

The financial advisors credit Ameriprise’s goal-based advice, integrated technology, leader support, and culture for accelerating their growth

Boutique Independent Broker-Dealer, Prospera Financial Services, is Proud to Announce the Affiliation of Ossola Wealth Management, Adding $120M in AUM

As the client services associate, Allison Squar runs the firm's onboarding needs, provides process review, and manages the overall client experience.

Clarfeld | Citizens Private Wealth Opens Wealth Center in West Palm Beach, Florida

The South Florida center will be easily accessible to clients who are increasingly either seasonal or full-time residents in South Florida, a region that’s becoming more popular for high net worth and ultra-high net worth individuals and families, i

Raymond James Financial Reports Fiscal Second Quarter 2021 Results

Moreover, we are well positioned entering the second half of the fiscal year, with records for client assets under administration of $1.09 trillion, total number of Private Client Group financial advisors of 8,327, and net loans at Raymond James Bank of $

Wealth and Asset Management