Managers of Wealth Americas

Mercer Advisors acquires RMR Wealth Advisors

With about $350m in assets under management, the owners serve over 150 clients alongside a team of advisers and support specialists.

J.P. Morgan Wealth Plan Recognized as Best Digital Initiative and Best Use of Technology

Banking Tech USA Awards Honored Wealth Plan for Expanding Access to Wealth Management

Barron’s names Wilde Wealth Management to Top 100 list

Barron’s published its first ranking in 2004.

Leading law firm for wealth management in Asia Pacific

With a private client and tax team of over 40 in Asia and over 200 across 17 offices globally, Withersworldwide continues to be the world's largest law firm for wealth management.

J.P. Morgan Private Bank releases Mid-Year Investments Outlook

Global investment strategists warn about "recession obsession" as long-term outlook has brightened despite a well-telegraphed downturn

Family offices prepare allocation shift as 'inflection point' nears

UBS report show that private equity and private debt are key areas for family offices across the world

IG Wealth launches new education resource for seniors

Wealth management firm joins with financial literacy non-profit to provide a program for seniors to keep on top of their finances

Mercer Advisors Acquires RMR Wealth Advisors, LLC

Expanding Mercer Advisors' Central U.S. Presence

Dakota Wealth Management Acquires Stillwater Investment Management, LLC

Strategic acquisition brings AUM to approximately $3.2 billion

UBS advisor Matt Odom named to Forbes Best-In-State Wealth Advisors List

Matt has over 20 years of experience providing high-net-worth individuals and families with holistic wealth management advice and solutions that address their short and long-term financial goals.

LDJ Capital Introduces New Crypto Wealth Management Service for Discerning, Tech-Forward Investors

The firm's wealth management services are comprehensive and designed to help clients navigate the complex landscape of cryptocurrency.

Goldman Sachs to Hire More Advisors for UHNW Unit: Exec

Waldron was speaking specifically about the group of around 1,000 advisors and support staff at its ultra-high net worth Private Wealth business, a spokesperson confirmed.

Morgan Stanley’s Profit Goal for Wealth Management Division

However, it recently set a goal of $12 billion in pretax profits for its wealth management division in the coming years.

Scotia Global Asset Management announces risk ratings changes on some of its Funds

There is no change to the investment objective or strategy of the funds associated with their new risk ratings.

A bumpy path to US dollar weakening

As an unexpectedly resilient US economy keeps kicking expectations of a recession into the future, the dollar has been supported in recent months.

End-to-End, Third-Party Operating Models Deployed by Wealth and Asset Managers Are Transforming the Industry

"Customer demands for personalized wealth solutions are steadily rising along the value chain, requiring wealth and asset managers to make further investments,"

With a debt ceiling deal in view, now what?

US policymakers responded quickly to 2023 banking sector turbulence with liquidity measures, verbal intervention, and rescue deals. Now, a compromise bipartisan debt ceiling extension deal is coming together in Congress.

Veteran Recruiting & Leadership Team Launches Growth-Focused Firm Momentum Wealth Partners with LPL Affiliation

Kevin R. Frank and S. Asif Hussain are the Co-Founders and Managing Partners of Momentum Wealth Partners

Hightower Makes Strategic Investment in Vigilant Wealth Management

Hightower expands partnership footprint in the northeast

Credit Suisse Shares Breach NYSE Rules

Under the terms of the agreement, Credit Suisse shareholders will receive one UBS share for 22.48 shares.

Wealth and Asset Management