Managers of Wealth Americas

Steward Partners Acquires Mainstay Wealth Management Continuing Rapid Growth Trajectory

The latest addition to the Steward Partners platform yields an additional $850 million in client assets

$29bn Wealthspire launches art investing and management program

Wealthspire kicked off its Art InSpired initiative earlier this month in New York City.

A triple crown victory for JPMorganChase

The firm was recognized as the World’s Best Bank, the World’s Best Investment Bank and the World’s Best Private Bank by Global Finance magazine.

Morgan Stanley Identifies 6 Key Focus Areas for the Future-Ready Family Office

Morgan Stanley reports on the rising need for flexible structures in family offices

MAG Wealth Management Acquires Ovation Wealth Advisors, Rebrands as Carson Wealth

This merger represents a significant leap in scale, addressing a common growth challenge faced by many independent advisors.

Liberty Lake firm simplifies wealth management

Father-son duo founded financial practice in 2010

Summitas integrates with Risclarity to enhance the Family Offices Client Experience.

Family offices face the challenge of managing diverse and often complex financial data for ultra-high-net-worth clients.

Fieldpoint Private Bank plans to move HQ to new Greenwich location

The bank serves entrepreneurs, families, businesses and institutions directly, as well as through partnerships with Registered Independent Advisors (RIAs) and other independent financial advisory firms.

Leading Financial Services Firms Choose Broadridge for Corporate Actions and Income Processing

Seamless integration across global markets and lines-of-business, enhanced operational efficiency through AI-driven automation, and advanced risk management capabilities.

StoneX Wealth Management Expands Northeast Presence with Acquisition of Trust Advisory Group, Ltd.

This strategic acquisition reinforces StoneX Wealth Management’s commitment to high-quality financial solutions and enhances its service reach into the Northeast.

Asset and wealth management revolution 2024

Unleashing the transformative power of disruptive technology

Morgan Stanley Courts Employees of Near-IPO Companies for Wealth Management

Last week, the bank signed an agreement with Carta, a shareholder management company for startups backed by private equity and venture capital firms.

Julius Baer: Succession Planning is the Leading Family Topic

Intergenerational wealth transfer and succession planning has moved up from second place [in 2023] to emerge as this year’s top family-related topic across every single region

Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients’ 401(k)s

With Pontera, Oppenheimer advisors can offer their clients an even higher level of wealth management service that facilitates clear insights and coordination across all their investment accounts.

Wealth management industry set for double-digit growth, led by North America

Fintech firms will see strong gains but traditional wealth firms continue to lead

BBVA, best private bank in Colombia and Peru and best customer service in Latin America, according to The Banker

The Banker also notes that sustainability and investments focused on ESG (environmental, social and corporate governance) criteria are also a key part of the bank’s growth strategy.

Zoe Wealth Reveals Latest Features Aimed at Transforming Wealth Management

Zoe allows advisors to provide an outstanding client experience and manage a growing volume of mass-affluent accounts without expanding headcount.

AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions

First State Bank Achieves Significant Results Through Innovative Collaboration

Wealthspire Advisors Launches Art InSpired

As part of the expansion of its Family Office Services, new initiative elevates awareness of the arts & collectibles and promotes financial literacy around art investing

Forbes Names Stedmark Partners a Top Wealth Management Team

Receives prestigious recognition for third consecutive year.

Wealth and Asset Management