Managers of Wealth Americas

Sarasota finance agency acquired by national wealth management firm

Minnesota-based Wealth Enhancement Group acquired Atlas Fiduciary Financial, which has offices in Sarasota as well as Oakland, New Jersey.

Healthy Enough to Work; Wealthy Enough to Retire?

Many executives keep their stock compensation separate from their other financial account statements and monthly valuations.

Advisory teams may have advantages in wealth transfer

Canaccord Genuity CEO & Head of Private Client Group explain why advisory teams can win as clients trim their service providers

China to see biggest millionaire exodus in 2024 as many head to U.S.

'Perfect storm' of tensions and uncertainty spurs record global wealth shift, report shows

NewEdge Advisors Welcomes $540 Million Stonebridge Financial Partners of Michigan

Wealth Management Firm Joins from Carson Wealth

Affluent Americans Confident in Their Money Management Skills

Nearly all (94%) affluent Americans expect to pass down wealth to heirs either during or after their lifetime.

Regenerative Visions For A Small Planet: Family Offices And Impact

This is partly due to regulation, a better understanding of what’s possible, more consensus on best practices and technology playing an enabling role.

Andy Sieg could be Citi's next CEO. First step: fix a broken business.

"It would be a terrifying position to be in, candidly," a senior wealth-management executive said.

Kestra Financial Welcomes $400 Million Lodi Wealth Advisors

By joining Kestra Financial, Lodi Wealth Advisors aims to grow its company while continuing to provide quality service to its clients.

Wells Fargo fires employees for 'simulating' keyboard activity

They emerged at the same time as some employers began stepping up their use of technology to track things such as keystrokes and eye movements.

Fidelity and Envestnet Launch Joint Wealth Management Platform

Fidelity and Envestnet said they were combining technology and service with proprietary data management and investment solutions to help firms and their advisors embrace this industry shift.

Advisors Reveal The 'Secret Sauce' To Servicing The Ultra-Wealthy

The way firms develop these attributes will vary, but they’ll all need to create a clearly identifiable brand if they’re to serve clients with $25 million or so in assets.

The Harbourfront Group Announces Acquisition of Investment Management Firm Cornerstone Investment Counsel

Harbourfront’s acquisition of Cornerstone adds a material amount of assets under administration and revenue to the greater Harbourfront platform.

JFS Wealth Advisors' Sean Gibbon named to AICPA Standing Ovation Recognition Program

Wealth Advisor recognized for his exemplary professional achievements

Goldman Sachs Asset Management Announces Liquidation of Goldman Sachs Defensive Equity ETF

The Fund’s shares will no longer trade on NYSE Arca after market close on July 12, 2024, and the shares will subsequently be de-listed.

Goldman Sachs aims to double lending to wealthy private bank clients

Goldman declined to quantify the full scope of its lending to wealthy clients, who typically have a net worth of at least $30 million

Citigroup's Wealth Management Division Grappling With Efficiency Issues

The findings reveal Citigroup's performance lags behind its peers, specifically in critical operational aspects.

Philanthropist Christina Lewis Launches Beatrice Advisors, a Multifamily Office for the Next Generation

The firm provides high-quality financial services to a new generation of wealthy individuals and families with the goal of making wealth management more accessible.

Harnessing AI and emerging technologies: applications in wealth management

Croesus' Maxime Dumas on leveraging advanced financial tools to enhance advisor capabilities and gain competitive advantage

Eton Advisors boosts UHNW capabilities with family office veteran

The MFO is welcoming Tamara Surratt, the founder and CEO of Legacy Family Office, which has more than $2B in AUM.

Wealth and Asset Management