Managers of Wealth Americas

The Top Three Benefits Of Establishing A Family Office

One of the main advantages of having a family office is that you have a dedicated team that analyzes and tracks your investments.

AllianceBernstein Forms Partnership with LSV Advisors

Prior to LSV, from 2002 to 2005, David Tisch served as a Director at Deutsche Bank, where he helped grow the DB Advisors, LLC platform.

Pure Financial Advisors Establishes Partnership with Lee Equity Partners

"We started the firm in order to provide family office type services to the mass affluent,"

Fieldpoint Private Unveils Its New Look

Modern new identity and website signal the firm’s transformation and expansion

Mariner Wealth Advisors Outfits its Financial Advisors Firmwide with Riskalyze Elite

The firm selected Riskalyze for its state-of-the-art analytics and research capabilities.

Heritage Financial Honored As One of America's Top Wealth Advisors

The 2021 list includes 250 advisors who collectively manage hundreds of billions of dollars in client assets.

SEI Adds Nearly $3.8 Billion in Fiduciary Management Assets Globally in First Half of 2021

Addition of 11 New OCIO and Fiduciary Management Clients in 2021 Supports Global Market Momentum

Two UBS Advisors Named to the Forbes/SHOOK Top 250 Wealth Advisors List

They’ve both achieved an incredible level of success as Financial Advisors through their dedication, focus, and commitment to their clients.

Wealth firms are missing a chance to engage with young investors

New analysis reveals strong interest in financial matters, offering opportunity for advisors

Richardson Wealth to adopt Fidelity Clearing’s advisor tech platform

The platform will provide custody, clearing and trade settlement services

Registered investment advisors: How US banks can weigh the M&A potential

Many US banks are investing in their wealth management businesses to generate fee-based revenues and broaden client relationships. Given their often subscale starting points

Wealth Enhancement Group Welcomes Equity Investment from Onex to Drive Next Stage of Growth

New Partnership to Reinforce WEG's Position as Platform of Choice for Successful Independent Wealth Management Businesses

StrateFi Wealth Management Launches

The advisors reported having served approximately $235 million in advisory, brokerage and retirement plan assets*.

Bluespring Wealth Partners Acquires $350+ Million Hedeker Wealth

Chicago-based firm brings cultural fit and will enjoy increased operational efficiencies through back-office support, successor identification and training

SEI Expands ETF Strategy Line-up with New Domestic Offerings

Strategies Support Goals-Based Approach with Greater Investment Flexibility

Colorado-based Wealth Management Firm, Crestone Capital, Expands to California to Support Growing Client Base

The firm's fourth location will be managed by experienced wealth manager Alyssa Do

Aucoin Wealth Management’s Move to Independence Underscores Commitment to Clients

“We couldn’t be happier to welcome Troy to our community,”

Forbes Announces Sixth Annual List Of America’s Top Wealth Advisors

“This year’s top wealth advisors are reshaping the industry and the financial advisor role and despite uncertainty, have risen to the occasion to provide best-in-class service.”

Wechter Feldman Wealth Management To Join Focus Partner Firm GYL Financial Synergies Transaction Will Increase GYL's Scale and Enhance Its East Coast Presence

Once the transaction closes, GYL's institutional and private client services in West Hartford, Westport, and Parsippany will move forward together under one brand name, GYL Financial Synergies.

UBS Polishes Offers for Private Bankers with Upfront Cash

UBS has had an established track record for hiring advisors from private banks, nabbing the vast majority of around a dozen large teams that have exited from J.P. Morgan Private Bank over the past year.

Wealth and Asset Management