Managers of Wealth Americas

California-Based Firm with $300MM in Assets Affiliates with Arkadios Capital

Atlanta-based Arkadios has grown to more than $4.25B in assets on its platform and more than tripled its revenue.

Goldman Sachs Lures Workers Back to Office with Food

Goldman Sachs is reportedly offering free food as part of its push to convince employees from its global offices to ditch work-from-home measures and return home.

Legacy Wealth Partners to Join The Colony Group

The Colony Group Further Expands In Southern California

Fieldpoint Private Named ‘Best Private Bank’

Global Private Banker and The Digital Banker Recognize Firm as ‘Best Private Bank for Ultra High Net Worth Clients’

Canaccord takes £125m cash injection to fund acquisition ambitions

The Canadian wealth manager expects to complete its deal for Adam & Co’s investment business in three months and has its sights set on further opportunities.

UBS Global Wealth Mgmt bets on energy, financials, Japan in reflation trade

"I think the equity bubble, if it exists, is certainly not as big as the bond bubble," he added.

Banker to World’s Richest Families Has $3.6 Billion Fortune

Byron Trott’s private equity firm now manages $28 billion

Wealth Enhancement Group Acquires Serafini Financial Group, a Hybrid RIA Based in Maryland with $853 Million in Client Assets

Fast-Growing Wealth Management Firm's Latest Acquisition Expands its Presence in the Baltimore-Washington D.C. Region and Brings its Total Assets to More Than $39 Billion

New solution to facilitate wealth managers investing into Mercer Private Markets Solutions

Mercer’s private markets solutions are designed to offer investors access to a wide spectrum of asset classes including private equity, private debt, infrastructure, real estate and sustainable themed opportunities.

Transaction fees coming down; execution services nearly zero, says IIFL Wealth

“Both wealth management and asset management, fortunately for us, have a large tailwind for the next 2-5-10 years and both will continue to grow."

Canaccord Genuity Reports First Quarter Fiscal 2022 Results

Excluding significant items, first quarter earnings per common share of $0.73 (1)

Morgan Stanley Investment Management Raises $1.6 billion for North Haven Credit Partners III

The Fund, managed by the Morgan Stanley Private Credit team, will focus primarily on junior capital investments in private North American businesses including 2nd lien debt, mezzanine debt, preferred equity and special situations.

$300 Million Wealth Management Practice Joining Cetera Network

Brumbaugh Wealth Management affiliating with Cetera through AdvisorNet Financial

Private Wealth Management Advantages and Strategies Report Released

The report showcases the advantages of professional asset management.

Stifel wealth manager’s profits surge amid recruiting slowdown

It’s the second straight quarter of lower recruiting gains for Stifel.

Focused Wealth Management Ranked as Top 100 Financial Advisor in New York by investor.com

Newburgh Financial Advisor Cited for "Putting Their Clients’ Best Interests First"

Showing performance advantages through active tax management strategies

For those investors, there is little point in paying a premium for actively managed portfolios that cannot significantly outperform the market.

To get in on the Great Wealth Transfer, advisors need the right tools

The so-called Great Wealth Transfer represents an excellent opportunity for wealth managers to attract new assets.

Are asset managers long on plans, short on action in data science?

Survey finds nearly all investment managers focusing on data and analytics to improve outcomes, but most lagging in capabilities

Deutsche Bank Struggles With Slew of Departures in U.S. Wealth

At least 10 senior wealth bankers have left amid cost cuts

Wealth and Asset Management