Managers of Wealth Americas

Lido Advisors Senior Managing Director Michael J. Karsa Named to Forbes’ 2021 500 Top Next-Gen Wealth Advisor

Chicago-Based Investment Advisor Karsa Ranked at Number 269, Up from 484

Swiss bank UBS closing brokerage business in Mexico -sources

UBS noted it hired Gustavo Galvan-Duque early this year as head of Wealth Management for Mexico and would keep looking for "local talent."

U.S. banks see wealth management boom on borrowing, new assets

That has increased demand for money managers, increased the value of assets managed by these brokerages, and made it more appealing for customers to borrow.

Goldman Sachs crushes analysts’ estimates on strong investment banking and trading results

Revenue: $13.61 billion vs. $11.68 billion consensus estimate.

Three Hightower Advisors Named on Seramount's 2021 'Top Wealth Advisor Moms' List

The annual list honors 500 wealth management mothers who are dominating the finance industry

Merrill Lynch is bringing in a wave of changes for its storied 'thundering herd' of financial advisors

Efforts include Merrill's 'Project Thunder' campaign and an overhaul of the firm's training program.

Third Quarter 2021 Results and Key Metrics Citigroup

This compared to net income of $3.1 billion, or $1.36 per diluted share, on revenues of $17.3 billion for the third quarter 2020.

JPMorgan profit powered by record M&A fee, reserve release

"JPMorgan Chase delivered strong results as the economy continues to show good growth - despite the dampening effect of the Delta variant and supply chain disruptions," said JPMorgan Chief Executive Jamie Dimon.

These are the global innovation powerhouses of 2021

There are a number of countries that are performing above expectations relative to their economic development.

Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company

The partnership is designed to accelerate Savant's acquisition and organic growth strategies by augmenting its capabilities and providing access to additional growth capital.

UBS Advisor Named to the Forbes/SHOOK Top 250 Wealth Advisors List

Jonathan specializes in providing high-net-worth individuals, families and corporate entities with financial advice including liability management, estate planning, tax optimization and philanthropic strategies.

Ullmann Wealth Partners, a Leading Independent Wealth Manager in Florida, to Join Focus as a New Partner Firm

Ullmann Wealth Partners' highly customized, goals-based approach integrates a full suite of services, including investment management, financial planning, advanced estate planning, charitable giving, and insurance and tax strategies.

American Banker Announces the 2021 MOST POWERFUL WOMEN IN BANKING

American Banker will celebrate the honorees at the in-person gala October 21st and hold an expanded virtual conference November 3-5th.

Richardson Wealth Named on List of Best Workplaces™ in Financial Services and Insurance

Being listed as a Best Workplace in Financial Services and Insurance is an acknowledgement of our culture of high standards and excellence in everything we do.

Kestra Private Wealth Services Expands National Presence With Addition of Montana-based WestPeak Private Wealth

Breakaway wealth management team chose independence for enhanced product and service offerings

In a State Booming During the Pandemic, Colorado Financial Planning Team Chooses

Independence: Launches Intergy Private Wealth With Dynasty Financial Partners Team Previously Managed Approximately $300 million in Client Assets; One of the Only Independent Firms Offering Multi-Family Office Services in Colorado Springs, CO

No Tantrum Just Taper

For now, Evergrande doesn’t seem to be triggering a contagion, but the space needs to be watched.

Tocqueville Asset Management Announces First Opportunity Zone Funds Focused on Strong ESG Guidelines and Sustainable Infrastructure

Forming Partnership With CapZone Impact Investments

JTC Acquires US-Based SALI Fund Services

The acquisition of SALI advances JTC’s strategic objective to strengthen its presence in the US.

Lackluster Growth for Swiss Finance

And talks about further market access have since become far more difficult, the authors of the study maintain.

Wealth and Asset Management