Managers of Wealth Americas

Eaton Vance’s RIA Nears $10B With WaterOak Deal

The companies did not disclose other terms of their deal, which remains contingent on certain closing conditions.

World Wealth Report 2020

High net worth individuals show interest in sustainable investing, scrutinize fees and want hyper-personalization

Here is why Morgan Stanley (MS) recent weekly performance of 3.76% shouldn’t bother you at All

In response to the ten-fold increase in the number of family offices since 2008, the report provides a broad discussion of best practices that address the key questions Morgan Stanley single family office clients raise most often.

The billionaires and country clubs that received small business loans from the government

All together, more than 400 country clubs and golf resorts received PPP funding.

HilltopSecurities Expands Wealth Management Presence

The Sherman Oaks branch is HilltopSecurities’ second wealth management office in the greater Los Angeles area.

Optimize Wealth Management Furthers its Nationwide Expansion

We provide our clients with premier wealth management through a holistic approach, and are sure that Patrick will help us continue to achieve this.

Wealth management firms among those that have taken PPP loans during coronavirus pandemic

The loan program was created under the $2 trillion-plus CARES Act passed by Congress in March.

RBC commits C$150 million to diversity push, aims for more minority executives

Minorities made up 37% of RBC’s Canadian workforce and 35% of U.S. employees in 2019, according to a report.

Montreal fintech raises $16m to enter wealth management services

Flinks plans to expand into new markets and verticals including wealth management

Wealth management firm launches legal practice

Chief Operating Officer, Stuart Payne, said: “Our focus will always be on helping families as we believe this is the most important and rewarding thing that we can do.

Morgan Stanley Launches Single Family Office Best Practices Report in Response to 10-fold Increase in Family Offices Since 2008

The report was conducted by the Firm’s Single Family Office Advisory team in collaboration with Morgan Stanley Wealth Management professionals

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.

Wealth and Asset Management