Managers of Wealth Americas

YieldStreet Enters Retirement Industry with Acquisition of WealthFlex

The acquisition is YieldStreet’s first in the retirement sector as it seeks to disrupt the $27.1 trillion Retirement Market (1)

TAG Associates Investment Team Nominated for Family Office Due Diligence Award

The team utilizes a seven-step procedure for evaluating investment opportunities, starting with in-depth research of prospective managers, all the way through ongoing review of current investments.

Top 100 Registered Investment Advisors (RIAs) Of 2019 By Assets

The ranking is based on both size and growth in assets.

The hottest thing in capital markets

Goldman Sachs and others are following some of their better clients into this market

UBS tweaks advisors' net new business award for 2020

The award adjustments aside, the core of the comp plan will remain unchanged, but the wirehouse said it will "increase grid band thresholds to align with today's broader business environment," the memo says.

Mercer acquires $230 million wealth management firm

Acquisition of Republic Wealth Advisors (Registered Investment Adviser), expands Mercer Advisors' Presence in Texas

Independent wealth advisory is buying TriVest Wealth Counsel

The creation of Private Counsel also introduces a new way of growing for Wellington -Altus.

Invesco founder and former CEO Charles W. Brady dies at 84

Charles Brady was chairman emeritus of the current Invesco corporation since May 2006.

MAI Capital rolls up boutique financial planner Rodman Capital

Rodman has about $90 million in assets under management (AUM) in 32 accounts

Linda C. Mack is the 2019 recipient of The Family Wealth Alliance ‘Leadership Award for Lifetime Achievement’.

Linda C. Mack accepted the ‘Leadership Award for Lifetime Achievement’ from The Family Wealth Alliance during their Fall Forum held in Chicago on October 17, 2019.

Stifel Financial to sell asset management subsidiary to 1251 Capital Group

The deal, however, does not cover fixed income assets of $1.9bn.

Donald Marron, Paine Webber CEO Who Sold to UBS, Dies at 85

He never made it home.

Goldman Sachs to offer wealth management from $5,000

Duran said the service will allow Goldman Sachs to create solutions for clients with as little as "$5,000, $10,000 or $15,000" to invest.

The Power of Integration : All the Right Connections

Instead of trying to build everything in-house, we focus on delivering your firm the best wealth management platform in the industry, then partner with providers of complementary advisor technologies that are both proven and popular.

RBC to ratchet up efforts to turn Ventures users into banking clients

Royal Bank has established ties with 3.2 million Canadians through its apps

UBS Mega-Team in L.A. Joins RBC Wealth

The sources said that despite their large book, the advisors chose not to affiliate with UBS’s private wealth management division for very wealthy clients.

Conte Wealth Advisors Opens York Office

The York office represents the seventh CWA office with the rest spread across Florida and Pennsylvania.

Wealth management giant acknowledges decade of historic growth ahead for EVs

Merrill Lynch’s investment research points to smart-money bullishness on electric vehicle adoption, with commercial fleets leading the way

Wealth firm deepens private pools with new partnerships

Wellington Management will serve as a sub-advisor iProfile International Equity Private Pool, with a primary focus on large-cap equities.

LPL Financial Welcomes Gatewood Wealth Solutions

At Gatewood Wealth Solutions, each client family has a professional four-member team dedicated to making sure their plan is on track, efficient and relevant.

Wealth and Asset Management