Managers of Wealth Americas

RBC nabs $610M team from Truist

The Cypress Group will operate out of RBC's office in Wilmington, North Carolina

Seven Cambridge Advisors Split To Form Stonepath

The firm is led by Lauren Renee Golba, president, and Matthew Thomas Golba, CEO.

For one wealth practice, reimagining the workspace has done wonders

Veteran advisor shares how new work setup, complete with Zoom rooms and a bullpen, has changed the dynamic for his team

Savant Moves into Florida with $440M FirstWave Financial

The deal with FirstWave represents Savant's 11th acquisition in the last year.

Goldman Sachs Asset Management raises $650 million for life sciences fund

The fund, West Street Life Sciences I, will specifically target early to mid-stage therapeutic companies with multi-asset portfolios as well as tools and diagnostics firms.

Dakota Wealth Management Acquires C2C Wealth

Strategic acquisition adds a third Massachusetts office for the firm

Mercer Advisors snaps up Transitions Wealth Management

Mercer Advisors has made a deal to snap up a US-based firm.

Top 100 wealth management and other financial services firm visitors to TWM in 2023

A veritable who's who of the world's leading wealth management and other financial services firms using The Wealth Mosaic

BTG-Backed Brokerage Is Hunting for a Multifamily Office to Buy

The firm is interested in buying an established business working with families away from the main state capitals

Wealth Enhancement Group Announces the Addition of Foundational Wealth Advisory, a Hybrid RIA in Macon, Georgia

The addition of Foundational Wealth Advisory marks Wealth Enhancement Group's third office in Georgia.

Baby boomers over 70 hold more than 30% of wealth in the US

There are about 2.3 million people over 70 in the country in 2019

Wealthy Individuals Most Worried About Loss Of Investment Value, Chubb Says

Eighty percent of respondents said the loss of value to their investments was their top concern

10 stories about DEI in wealth management in 2023

Scroll down to see how the Financial Planning team has covered matters of race, diversity and inclusion in 2023.

Private banking and markets in 2024: what’s the outlook?

Will interest and inflation be a burden to private banking markets in 2024?

Outgoing Morgan Stanley CEO James Gorman sums up JPMorgan's Jamie Dimon as 'the best bank executive in the world'

His remarks marked a relatively rare instance of one master of the universe on Wall Street acknowledging the accomplishments of another.

Wealth Enhancement Group Makes its First Move Into Kentucky Through the Addition of Landmark Financial Advisors

Wealth Enhancement Group has entered into the Kentucky market and has chosen to acquire Landmark Financial Advisors to gain a foothold in the region.

Stephen Skokos Named as Top Next-Gen Wealth Advisor for Second Consecutive Year

The award recognizes financial advisors who are under the age of 40.

How to Invest in 2024: Insights from Wealth Managers and Stock Market Experts

Wealth managers advise clients not to panic about interest rates, inflation and other challenges as 2024 approaches. Instead, here are a few tips.

Generative AI in asset and wealth management: The art of possible

Generative AI has the potential to reshape investing and change how money managers advise, inform, and engage their clients.

Swiss private bank Mirabaud aims to double LatAm wealth assets

The group is aiming to hit $8bn in assets under management in Latin America over the next six years.

Wealth and Asset Management