Managers of Wealth Americas

Wellesley Investment Partners Named one of Financial Advisor Magazine's Top 50 Fastest Growing RIA Firms

The Firm is one of just two Massachusetts RIAs to make the list.

$20 Billion Mariner Wealth Ramps Up Acquisitions

We’re ramping back up and expect to complete two or more acquisitions by later this year or early 2018

United Capital buys three RIAs, adds $758 million

The 'hat trick' is in line with consolidator acquisition trends

Continued wealth management support fuels rising ETF assets

A survey published earlier this year from BBH found that some 54 per cent of respondents believed that robo-advice presents an opportunity for their business as opposed to a threat.

$20 Billion Mariner Wealth Ramps Up Acquisitions

Mariner Wealth’s biggest concentration of advisors comes in New York, New Jersey and Wisconsin.

Merrill Lynch Has Big Plans to Catch Small Fry

The wirehouse plans to roll out the new unit in three or four regions in the fourth quarter and then expand it to up to 150 branches that together have about 1,500 brokers, sources tell the website.

Wealth management profits jump 30.5% at U.S. Bank

Profits from the businesses were even more robust, climbing 30.5% to $124 million from $95 million in the same quarter a year ago.

As Morgan Stanley hits wealth records, analysts ask how long it can last

Its pre-tax profit margin of 25 percent came in at the top of Chief Executive Officer James Gorman's targeted range of 23 percent to 25 percent by the end of this year.

LPL Financial and Integrated Financial Group Welcome Strong Gaddy Lee Wealth Management

Strong Gaddy Lee Wealth Management reported that, based on prior business*, its advisors served approximately $351 million of client brokerage and advisory assets, as of June 1.

Bank acquires wealth management firm

The transaction allows West Shore Bank to expand its wealth management services footprint to Kent, Ottawa and Muskegon counties.

BNY Mellon profits rise in second quarter

We and our clients are just beginning to capitalize on the benefits of our strategy and investments in growth.

The 10 RIAs Serving The Wealthiest Clients

The following slideshow lists, in ascending order, the name, location and assets per client for the top 10 RIA's in Financial Advisor's survey in terms of assets per client.

Wells Fargo Asset Management buys Charlotte firm

Wells Fargo originally built a 65 percent stake in Golden Capital Management in 2011.

Wealth Advisers Set Up Shop With a Shared Back Office

Amazon has disrupted the retail industry by revolutionizing shopping habits.

Hamilton Lane Partners With Girls Who Invest to Build Pipeline of Women in Asset Management

Next year the organization plans to expand its reach even more.

WealthSource Targets Tenfold Rise in Client Assets

The new company is among the youngest RIAs to make it to this year’s elite pool of the Financial Times 300 Top Financial Advisors.

RIA Average Client Size Jumps $200K

The size of the assets of the new client, however, may have something to do with the size of the firm.

Investment Management Consultants Association Focus on the Evolution of Indexing Event to Address Active vs. Passive Debate

IMCA's focus events are designed to help investment and wealth professionals explore significant issues facing the industry in an in-depth exploration of a single topic.

Lawrence Ullman Announces Launch of New Independent Private Capital Manager Ullman Wealth Management Inc.

Our clients prioritize wealth preservation and the minimization of volatility, regardless of market conditions.

$1 Billion Broker Targets $2 Billion at Independent Firm

He had been with Merrill Lynch the past six years; the firm confirmed his departure but declined to comment

Wealth and Asset Management