Managers of Wealth Americas

Bluespring Wealth Partners acquires $1.1 billion RIA

$1.1 billion RIA attracted to Bluespring’s entrepreneurial approach and comprehensive successor development program

Fulton Financial buys wealth management business

APS Wealth Management, which was established by Mike Chwastyk in 1994, had approximately $67 million in assets under management or administration at the time the sale to Fulton was completed.

Advisor Group, Ladenburg Thalmann Merge, Creating $3 Billion IBD

The Companies Will Form Leading Multi-Custodial and Multi-Clearing Network of Firms, Supporting Financial Advisors Through Multiple Distinct Brands and Cultures

Wealthy Amass Record $121 Billion in Tax-Sheltered Accounts

The rate paid out to charities from those accounts, meanwhile, fell to 20.9% in 2018 from 22.8% in 2017, the first time in five years that the rate of growth in contributions outpaced that of grants.

O’Melveny advises Nolan Capital on acquisition of Ortega National Parks

“Everything about Nolan Capital matches what ONP has stood for and built the business on,” says Frank Pikus, ONP Chief Executive Officer.

Brokers, Trust Units Stable; Money Managers Up in Arkansas

Stephens Inc. of Little Rock and its related Stephens Investment Management Group LLC retain the top two spots on the money managers list with $10.9 billion and $4.3 billion under management respectively.

Riding The Wave Of Tech Disruption In Private Banking

Looking ahead, powerful models driven by artificial intelligence may be used to predict major events in a client’s life, such as retirement or planning for succession.

Wealth Management | Weathering a Recession

Investment advisers say planning, preparation and patience help get investors through the dips

UBS and Banco do Brasil to launch an investment bank in South America

The new bank will also utilise Banco do Brasil's exclusive access rights to its corporate clients.

Would a Wealth Tax Destroy Itself?

Another big aspect to this, which Irwin doesn’t really address, is how quickly the American economy would generate new zillionaires whose fortunes would be newly subject to the tax.

Canaccord Genuity Group revenues fall in Q2

Client assets in the UK & Europe dropped 2% to C$44.2bn from C$45.2bn.

Northern Trust Sees ‘Tipping Point’ in Move to Outsourced Trading by Asset Managers

Evolving technology, cost pressures, and regulatory change are leading factors contributing to a new wave of outsourcing in the front office

UBS Insists U.S. Wealth Business Will Grow Despite FA Exits

“If we get that kind of profile, then in five to 10 years from now we’ll have a business that could probably make twice as much as we do today,” Naratil tells the newswire.

C-Wealth Bank & Trust acquires Landmark Financial Advisors

Under this new structure, Landmark clients will continue to receive the same investment, wealth management and financial planning services they are accustomed

Silvercrest Asset Management Group Inc. Reports Q3 2019 Results

Both our asset management and OCIO growth initiatives buttress Silvercrest's value proposition to deliver excellent institutional-quality capabilities to our wealth management families and investors, placing Silvercrest at the forefront of the compet

Scotiabank establishes Global Wealth Management as formal business line, uniquely positioned for growth

We have seen tremendous growth throughout our Wealth Management business.

Beacon Capital Management Recognized on WealthManagement.com's 2019 Thrive List of Fastest-Growing Advisors

"We're grateful to be named to the WealthManagement.com 2019 Thrive list of fastest-growing advisory firms in the nation," said Chris Cook, founder and CEO of Beacon Capital Management.

Wealth Enhancement Group Expands Presence in New York with Acquisition

TA Associates-Backed Wealth Management Firm's Acquisition of Independent Advisory Business with $1.4 Billion in Client Assets is its 14th in the Last Six Years

Ex-UBS advisers launch new wealth management firm

Independent Wealth Management Firm Parcion Private Wealth Launches to Service High-Net-Worth Business Owners

Swiss Banks Fight for Talent Amid ‘Tsunami’ of Brazil’s Rich

UBS and Credit Suisse both said they’re hunting for more additions as demand surges for financial advice and new types of investments in the South American nation.

Wealth and Asset Management