Managers of Wealth Americas

UBS-CS Deal Gets Fed Seal of Approval in the US

After one year, UBS must have only one US intermediate holding company or receive additional approval for an alternative organizational structure.

Top US-Based Bank Selects Temenos for Core Banking Modernization in the Cloud

Regions Bank adopting the Temenos Banking Cloud to modernize deposit system and elevate the customer experience

Northern Trust Adds Mobile Access to Front Office Solutions Platform

The new mobile application provides a user-friendly interface, intuitive navigation, and robust filtering options to help clients stay organized and informed while on the go.

RBC Global Asset Management Inc. announces changes to RBC ETFs and the maturity date of RBC Target 2023 Corporate Bond Index ETF

In addition, RBC GAM Inc. also announced a change to the unitholder right to redeem for cash for all RBC ETFs and ETF Series of RBC Funds.

FOMC minutes reflect banking system uncertainty

As is usually the case, we did not find anything too surprising in the minutes, but they still provide useful details on the conversations that took place at the meeting.

Morningstar Sustainalytics Launches its Low Carbon Transition Ratings

Investors can respond to regulatory initiatives and manage material climate-related risks with access to in-depth insights into a company’s preparedness to transition to a low-carbon economy

Fixed income: Carry conscious

The difficulty with the current assessment is that when we look at historical 10-year yield trends moving closer to the Fed’s terminal rate dating back to the early 1980s

LPL Financial Welcomes C&N Wealth Management to Its Institution Services Platform

C&N opened its first location in Wellsboro, Pa., during the height of the American Civil War.

Seventeen UBS Advisor Teams in Southern California and Hawaii Named to the Forbes Best-in-State Wealth Management Teams List

The ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, including telephone, virtual and in-person due diligence interviews, revenue trends, assets under management and compliance records.

Macquarie Asset Management and Magma Equities acquire Dallas area 285-unit multi-family investment

DFW is one of the fastest growing metro areas in the US due to the combination of its strong job and population growth, business friendly nature and affordability.

RBC Snags $1B Team From Troubled First Republic Bank

The Todd Halbrook and Adam MacDonald Management Group in Newport Beach, Calif. is departing First Republic a little more than a month after some regional banks collapsed.

Sanctuary Wealth Congratulates 14 Advisors Named to Forbes' Best-in-State Wealth Advisors List

Two affiliated advisors also named to Forbes' America's Top Wealth Advisors list

UBS advisors Drew Freides and Michael Kanigher named to the Barron’s Top 1200 Advisors list

Drew and Michael are founding members of Mainsail Wealth Partners, one of the largest advisor teams at UBS, which includes Private Wealth Advisors Steven Westerman and Brendan Carroll, and Financial Advisors Melanie Desma McFedries and Kate Freeman.

Orion Expands Advisor Access to Fixed Income by Adding BlackRock Fixed Income SMAs to the Orion Portfolio Solutions Platform

“We’re excited to expand on our collaboration with BlackRock as we bring its professionally managed Fixed Income SMAs to the OPS platform,”

Wealth and Asset Management