Managers of Wealth Americas

Manning & Napier seeks to be leaner, focus on wealth clients

Shares of the company have also plummeted 35.7% on an annualized basis, 89.7% on a total basis, as of Aug. 28 to $1.77 from $17.26 on June 30, 2014.

Former $300m Wells Fargo team launches wealth firm in Missouri

Postoak was also part of the Cooper Wealth team for more than two decades.

BofA chases $10 trillion private capital pool driving M&A

Money has been building up in private funds in recent years as investors, turned off by low interest rates and volatile stock prices, seek new ways to generate returns.

BofA Chases $10 Trillion Private Capital Pool Driving M&A

Private capital is increasingly replacing public pools of capital,” Rizzo, who’s also head of EU corporate and investment banking, said in an interview this month.

UBS Advisor Franco Estrada-Velasco Named to Forbes’ Lists of Best-in-State and Top Next-Gen Wealth Advisors

On the Best-in-State list, he was named the top advisor in the U.S. territories.

UBS Runs Into Trouble With U.S. Clients

The clients are seeking recompense from UBS, arguing they weren't adequately informed of the risks attached to the products.

LarrainVial enters family office industry after acquiring $650m shop

The $650 million firm was founded in 2007 by Juan Rius, who will continue as its president, and specializes in advising high net worth families.

Strategic Wealth Partners Ranked Among Financial Times’ Top 300 Registered Investment Advisors

Firm Earns Ranking for Fifth Time

Canton, Ohio Investment Advisors Beese Fulmer and MacNealy Hoover to Join Forces

MacNealy Hoover advisors and staff members will move to Beese Fulmer's downtown Canton location at 220 Market Ave., Suite 1150, bringing the firm's total employment to 11.

Bluespring Wealth Partners acquires Asset Manager

Led by Daniel G LeScoezec, CHFC, President, who has over three decades of financial services experience.

RBC Q3 helped by personal & commercial banking, wealth management

Compared to last quarter, net income was up $33 million with higher earnings in Personal & Commercial Banking, Wealth Management and Insurance, largely offset by lower earnings in Capital Markets and Investor & Treasury Services.

Pictet assembles new LatAm team led by ex-Julius Baer banker

Pictet’s wealth management unit is headed by former Julius Baer chief executive Boris Collardi.

Revealed – which firms the wealthy choose for insurance

Of the more than 600 respondents, 121 were emerging HNWI from the UK; 197, HNWI (UK); 87, emerging HNWI (US); and 227, HNWI (US).

HighTower Makes Strategic Investment in Wealth Manager

Lexington Wealth Management was drawn to the synergistic culture, comprehensive operational support, and capital that HighTower could provide.

Bluespring Wealth Partners Acquires Hickory Asset Management

RIA chooses Bluespring Wealth Partners as succession partner

Signature Bank Named to Inc. Magazine's List of America's Fastest-Growing Private Companies--the Inc. 5000

The companies on this year's Inc. 5000 have followed so many different paths to success

Single Family Office Market Expected to Witness the Highest Growth 2025 with Top Key Players

In addition to investment management, some Family Offices provide personal services such as managing household staff and making travel arrangements.

Cetera Financial Group adds 1,000 advisers, $19 billion in assets so far in 2019

The broker-dealer network is adding both new and experienced advisers

LPL Financial Selects Wealthbox CRM for Vendor Affinity Program

Vendors are selected for inclusion in the program based in part on the interest of LPL-affiliated advisors as well as technology security and compliance requirements.

Mercer Advisors acquires wealth manager

David Barton, added, "Alan is a man of high integrity and is the living embodiment of the highest ideals and standards our industry was built on. He doesn't make a single decision without first asking the question, 'Is this good for our cli

Wealth and Asset Management