Managers of Wealth Americas

Halite Partners Launched To Serve UHNW

Halite Partners will seek growth through acquisitions, with a goal of adding one new firm a year under the Halite brand.

New investment service launched for advisers

Both CommSec Adviser Services and Colonial First State will offer Portfolio Service, which provides advisers with access to a range of investments and products through an online portal.

Wealth Transfer …. What Wealth Transfer?

Robert F. Sharpe, Jr. addresses why there’s been little increase in wealth transferred to charities through estates in recent history.

Canadian banks want bigger piece of U.S. wealth management

During quarterly earnings calls this week, two Canadian banking giants — Royal Bank of Canada and Canadian Imperial Bank of Commerce — outlined plans to expand their U.S. wealth divisions and turn up the heat on their stateside peers.

J.P. Morgan to open first private bank office in Charlotte

The company is relocating an initial team of six bankers to Charlotte from Atlanta and New York.

Sallie Krawcheck, once told to 'sit down and shut up' at Citi, lands $32.5m to help women invest

Jenny Abramson, the founder of venture capital firm Rethink Impact, has joined Ellevest's board, which means she was also likely part of the investment round.

Wealth management lifts Perpetual result

A strong result for Perpetual’s wealth management division has helped the financial services firm post an increased profit of $137.3 million.

RBC boosted by sharp rise in wealth management profits

Royal Bank of Canada on Wednesday reported a 5 percent increase in underlying third-quarter net income, helped by double-digit growth at its wealth management business which offset a weaker showing in capital markets.

BMO extends cross-border Allpoint access to private banking clients

This offer is another big step forward in meeting that need.

Two RIAs Reunite, Creating a $243 Billion Firm

Firms that join CAPTRUST realize an average of 18 percent annual revenue growth

Hill Wealth Management Joins Hightower

The financial advisor teams acquired as part of the WealthTrust acquisition.

BNY Mellon Wealth Management opens Houston office

The office is among more than 40 global offices for BNY Mellon Wealth Management.

Global funds expanding into massive Chinese investment market

You can no longer ignore China.

High Net Worth Insurance Needs More Specialists

Proof of increased prosperity is highlighted by the fact that an estimated one of every 10 homes in the U.S. is worth at least $1 million.

Mercer Advisors Acquires Blue Moon Wealth Advisory

Dave Welling, CEO of Mercer, said, "Blue Moon's financial planning and comprehensive wealth approach is a strong cultural fit for us and we are excited to be continuing to build our presence in Washington state.

Mission Wealth Recognized as one of America's Fastest-Growing Private Companies

The Inc. 5000's aggregate revenue is $206 billion, and the companies on the list collectively generated 619,500 jobs over the past three years.

Forging a niche with high-net-worth clients

Those investments performed well and allowed Danielson to pay off a significant chunk of his student loan.

Joseph A. Fernandez of BNY Mellon Wealth Management Named Banking Power Leader by South Florida Business Journal

He has led the rapid growth of our enterprise in Florida and has positioned himself as a central figure in the banking sector and in the wider South Florida community.

Lifetime Financial Growth Expands to Michigan

Lifetime Financial Growth of Pittsburgh is opening an office in Detroit and partnering with Lucido-Morris Wealth Management.

Advisors Can't Wait for Millennials to Grow Wealthy

The millennial client group is “something we want to ultimately cultivate,” Sullivan says. “But it’s more challenging to find millennials with the assets we need, so we're not targeting them within the next five years.”

Wealth and Asset Management