Managers of Wealth Americas

SageView Acquisitions Add to Financial Wellness-Focused Wealth Manager Push

SageView CEO Randy Long discusses the firm's most recent acquisitions, and what types of advisers it will be focused on in 2023.

IG Wealth Management Selects nesto to Help Grow Its Mortgage Business

New strategic agreement will leverage nesto's innovative digital mortgage platform to provide IG clients and Advisors with a modern mortgage experience

Brookfield Corporation Successfully Completes Distribution of 25% Interest in its Asset Management Business

The Manager takes the name Brookfield Asset Management Ltd. and has been successfully listed on the New York Stock Exchange and the Toronto Stock Exchange.

Choreo to Partner with GreerWalker LLP and Acquire GreerWalker Wealth LLC

Southeast-Based Wealth Management Business with Approximately $275 Million in Assets Further Expands Firm's Footprint

RBC Wealth Management delivers on client expectations with Salesforce

Like many companies, RBC Wealth Management had a wealth of client data that was spread across multiple systems making it time-consuming for advisors to access information and prepare for client meetings.

Citi Global Wealth Investments Releases Outlook 2023: Roadmap to Recovery: Portfolios to Anticipate Opportunities

In 2023, CGWI predicts the weakest annual global economic growth in forty years outside of the Global Financial Crisis and the COVID shutdowns.

Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program

Angeles provides the playbook for families to come together around their values to meet financial, tax, family, and philanthropic goals

Wilmington Trust 2023 Markets Outlook Forecasts Possible Mild Recession, Continued Inflation

Identifies labor markets, energy transition, and China's socioeconomic evolution as key factors

Super-wealthy look to private equity to help weather the storm

Family offices have weathered the pandemic by allocating more to the buyout and venture capital industries, writes Rob Csernyik

Wealth manager Bartlett adds Regent Investment Management

Bartlett president Holly Mazzocca said: “We could not have found a better cultural fit than Marty and his team and believe that our complementary skillsets will enhance outcomes for all our clients.

Diagonal Investment Office, a Sanctuary Wealth Partner, Launches to Expand Global Capabilities and Serve Latin American Clients at Home and Abroad

Miami-based team led by veteran international advisors Rodolfo Rake and Santiago Rey

UBS advisor Jason Stephens named to Forbes/SHOOK America's Top 250 Wealth Advisors list

Being recognized nationally once again by Forbes is a testament to Jason's expertise, industry leadership, and dedication to his clients and the communities he serves

Wealthspire Advisors Partners with The Ultra-High-Net-Worth Institute

Wealthspire Advisors will join The UHNW Institute in promoting valuable education and sustainable positive change in the industry

Gifting Money to The Kids This Christmas? Read This First

The great generational wealth transfer is under way, but there are many reasons it may already be going very, very wrong for benefactor and recipients alike

Fieldpoint Private Launches Advisor Banking Services Platform: First-of-its-kind platform provides full suite of private banking offerings to independent advisory community

Fieldpoint Private is filling an unmet need for a white-glove private banking resource dedicated to the independent advisory community, the largest and fastest growing channel within the wealth management industry.

Wealth and Asset Management