Managers of Wealth Americas

Sanctuary Wealth Launches Advisor Solutions Group

Acquisition of Northview Asset Management creates shared resources and expertise to benefit entire network through new Sanctuary Advisor Solutions Group

Morgan Stanley’s wealth management business handed $5 million fine

MSSB has agreed to pay a $5 million penalty that will be distributed to harmed investors.

How Far Will Asset Management Pay Fall?

Johnson Associates projects steep declines in asset management compensation, with hedge funds spared from some of the pain.

How Bill Ackman Sources New Investment Ideas

“As the business has matured, and I really think it’s a credit to the team and the maturity of the business, many ideas are sourced from members of the team,” Ackman said.

Indosuez Miami turns to China as hedge for LatAm clients

I do believe that there is a strong need to have exposure to Chinese currency

The COVID-19 Investor Pulse Check Series

What is the impact of the crisis on investors’ expectations for the US economy, stock market, and business leaders?

Envestnet Reports First Quarter 2020 Financial Results

As we move forward, we are well positioned to help our clients navigate our new landscape.

CI Financial reports assets under management for April 2020 and announces completion of One Capital Management acquisition

CI's practice is to report preliminary statistics at each month-end. As a result, statistics for prior periods may not match those previously reported.

Emigrant Partners Takes Stake in Parallel Advisors

This Parallel/Emigrant combination will also empower us to offer true partnership opportunities through economic incentives and our collaborative culture to attractand retain more of the highest caliber advisors in the industry.

Hightower Makes Strategic Investment In $1.4B Ohio Advisory Firm

Cincinnati advisory business, with $1.4 billion AUM finds synergy with Hightower's culture and focus on growth

Milestone Wealth Management Aligns With Purpose Advisor Solutions

Milestone Wealth Management Continues to build out their Wealth Offering through Partnership with Purpose Advisor Solutions

Wealthy investors are holding more cash, UBS says they're wrong

Wealth manager says that now is the time to diversify into riskier, higher-yield asset classes rather than head to the hills

Kingswood acquires Californian wealth management firm

As permitted within the original Sale and Purchase agreement, the remaining Chalice shareholder has exercised their put option over the remaining 15% interest, so on closing Chalice is now wholly owned by Kingswood.

Forbes Recognizes Five Northwestern Mutual Advisors on Annual Top Women Wealth Advisors List

Forbes' Top Women Wealth Advisors list names the top women advisors in America based on an algorithm of qualitative and quantitative criteria

People Over Products: Why Private Banks Should Focus On Relationships, Not Sales

A PwC report notes that firms are increasingly moving toward a new model of wealth management

Rockefeller Hires $10-Million Team from Stifel

The team, whose other senior advisor is James J. “Jimmy” Lee, oversaw about $2 billion of assets under management from mostly first-generation entrepreneurs, Moldaver said in an earlier interview.

Exencial cracks $3bn with Charlotte RIA buy

We really focus on solid integration and making one culture, one organization,’ Burns said.

Stifel Reports First Quarter 2020 Results

The Company’s reported GAAP net income for the three months ended March 31, 2020 was primarily impacted by merger-related expenses.

ZEDRA launches corporate management services in the US

Whatever the reason for having a US vehicle, our clients want to work with a trusted partner, especially in the context of understanding local requirements and keeping the entity in good legal standing from a US and global context.

Gold demand rises as investor buying spree offsets jewellery plunge- GFMS

That offset a 40% year-on-year fall in consumption of gold by jewellers to 308.6 tonnes, a 19% decline in use by industry to 75.3 tonnes and an 11% dip in purchases by central banks to 129.3 tonnes, the report said.

Wealth and Asset Management