Managers of Wealth Americas

Financial Advisors Seeking Independence and Support Join Ameriprise

Advisors say Ameriprise’s “technology has already proven its worth” amid the pandemic

Eight Hightower Advisors Honored on Forbes' 2020 Ranking of America's Top Wealth Advisors

The ranking for the 2020 Forbes list of America's Top Wealth Advisors was developed by SHOOK Research.

Scotiabank wealth unit shows resilience amid Covid-19 turmoil

Net interest income rose 1% year-on-year to C$145m. Non-interest expenses dropped 3% to C$700m from C$721m.

How These Morgan Stanley Partners Are Changing The Diversity Narrative In Wealth Management

Based in Los Angeles, CA, the majority of their wealth management clients are CEO’s, entrepreneurs and high-net worth individuals tied to entertainment and sports.

Morgan Stanley Wealth Management Launches Women Without Limits

Through women-focused educational financial content and resources, Women Without Limits provides education and professional guidance for female clients in their journey to developing financial security and independence.

Rockefeller Capital Management Expands into Arizona

Legacy Family Wealth Team Joins New Rockefeller Office in Scottsdale

44 Wealth Management Joins the tru Community

The latest breakaway firm to join this fast-growing business platform

Global dividends plunge by $108bn during Covid-19 crisis

Study of world’s largest 1,200 companies reveals biggest quarterly drop since records began

Fear fading on Wall Street as investors learn to love the new bull market

Investors may well heed their advice: nearly 80% of fund managers surveyed by BofA Global Research, the highest level in more than a decade, expect the global economy to grow over the next year.

Wealthy Families Raise Their VC Investment Profile

Nine in 10 families favor co-investing with other families and venture funds, a survey finds.

LPL Financial Welcomes Stabler Wealth Management

They are a family-oriented firm supported by a long tenured team of four staff members.

Fjell Capital Joins Sanctuary Wealth

$150 Million Advisor in Fargo breaks from UBS for Partnered Independence

COVID-19 and residential real estate in the US

Looking to buy, sell or build a property in the US? Explore how COVID-19 has impacted the behavior of people and businesses towards real estate.

Larry Fink retains position as highest-paid CEO in asset management

Combined pay and bonuses among industry’s leaders rises to $233m last year

Two Kestra Private Wealth Services-Affiliated Firms Merge

Combined firm principals will manage nearly $500 million in assets

Gold could head as high as $3,400, VanEck CEO says as metal pulls back from records

“We became really bullish last summer when gold broke out of its six-year sort of sideways market, and then the other technical confirmation happened when it went to all-time highs a month or so ago,” van Eck said Monday on CNBC’s &l

Forget Hedge Funds: Direct Investments Surging Among Family Offices

Single-family offices are especially assertive in seeking direct opportunities, Schwab and FINTRX find.

Martina Jimenez Sperry Opens Centurio Wealth in Atlanta

Jimenez Sperry is the newest managing partner associated with Securian Financial Services

London-headquartered wealth manager expands US operation

Up to $8m will be spent on ‘active adviser recruitment and acquisitions’

VanEck Model Portfolios Added to Envestnet Wealth Platform

The two models now available via the Envestnet platform are the VanEck Morningstar Wide Moat Strategy and the VanEck Municipal Allocation Strategy.

Wealth and Asset Management