Managers of Wealth Americas

Mercer Advisors Acquires Argosy Wealth Management, Inc

Acquisition of Argosy Wealth Management, Inc. (Registered Investment Adviser) expands Mercer Advisors' Presence in Southern California

Model Portfolio Market Ends Q1 2020 Sized at $3 Trillion USD, According to Broadridge

Growth Driven by ETFs and Shift by Advisors to Holistic Financial Planning

Great Valley Advisor Group Adds Bernicke Wealth Management

The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources

Independence Day Lockdown by Rathbones

People are extremely adaptable as prolonged lockdowns have shown.

RubinBrown Advisors Joins Kansas City's Wealth Management Advisors

RubinBrown chairman John F. Herber Jr., said the merger reflects RubinBrown’s continued commitment to growth in the investment advisory space.

Raymund James Financial Reports May 2020 Operating Data

Financial assets under management of $143.6 billion increased 5% over May 2019 and 5% over April 2020.

Wells Nabs Two UBS Teams Producing $11 Million

The Freeman team, which includes at least four client service and wealth management associates, are reuniting with Greg Spears, a former UBS advisor who left to become Wells Fargo Advisors’ Kansas market manager in 2015.

Northern Trust Launches Industry Leading Wealth Institute

The Northern Trust Institute: A bold new approach to wealth optimization built on 130 years of data, analytics, expertise and real-world outcomes

Giles Hargreave wins awards recognising his ‘outstanding’ work for investors

They also wanted to honour his contribution to widening awareness of investment opportunities among the UK’s smaller companies.

Credit Suisse Is Said to Freeze Plans for Miami Wealth Hub

Talks had focused on plans to attract $15 billion of assets under management, mostly from wealthy Latin Americans.

Gold nears eight-year high as second coronavirus wave fears grow

"The combination of negative real yields and the prospect of an inflation surge due to massively increased money supply is sending prices higher,” adds Wilson.

A Look into the Giving of Ultra-Hihg-Net-Worth Individuals

Milken Institute report examines ultra-high net-worth philanthropy, offers recommendations to spur giving.

In The Digital Age, A Wealth Manager's Best Sales Tool Is Being Human

The winners of tomorrow – the wealth advisors who succeed in building highly successful bionic sales and distribution functions – will not be those who stumble serendipitously on some goldilocks recipe of human and machine.

Credit Suisse agrees deal to buy into Brazilian digital broker modalmais

Credit Suisse has agreed a deal with digital broker modalmais that could see it buy a stake of up to 35% in the Brazilian company, the Swiss bank said in a statement on Tuesday. Modalmais has nearly 1 million clients, to whom Credit Suisse expects to sel

Wealth and Asset Management