Managers of Wealth Americas

Wealth management firms must walk the walk, says investor advocate

Response to IIROC consultation calls for industry to go beyond stock selection and traditional risk profiling, among others

JPMorgan Chase posts surprise jump in profit on lower credit costs

Those improvements and a 9% gain in investment banking fees led to the most profitable quarter of 2020.

Third Quarter 2020 Results and Key Metrics

Revenues decreased 7% from the prior-year period

Wealth Management Companies You Can Trust, According To Their Clients

The six trust traits are the quality of products and services, commitment to protecting privacy and security, ethical practices and values, fair pricing and fees, customer service, and customer treatment.

Mercer Global Advisors acquires Covington wealth management firm

Mercer Global Advisors was established in 1985 and has $21 billion in client assets.

Maintaining Prosperity During Turmoil byJohn Vail, Nikko Asset Management

Investment Insights by our experts and thought leaders

Mass affluent growth leads progress in scalable solutions

Olsen observes how the technology challenges asset managers face in Singapore and elsewhere are hard to generalise, since they largely depend on the nature of the particular business.

Wealth Enhancement Group Buys $923M RIA In Upstate New York

The release noted that the firm specializes in helping families, business owners and other professionals protect and grow their assets, solve complex financial challenges and retire with confidence.

Global Economics Intelligence executive summary

As China returns to near-normal activity, many economies experience an industrial revival led by manufacturing and trade; the public-health crisis remains an impediment to faster growth.

BNY Mellon Report Assesses the Impact of the COVID-19 Pandemic on Capital Markets

The CMI consists of all of the components that make the flow of money across global financial markets possible.

Morgan Stanley to Acquire Eaton Vance

The acquisition advances Morgan Stanley’s strategic transformation with three world-class businesses of scale: Institutional Securities, Wealth Management and Investment Management.

Dorsey & Whitney Trust Company and Hills Bank and Trust Go Live on the SEI Wealth Platform in a Fully Remote Environment

Readiness and Trusted Strategic Partnership at the Root of Successful Virtual Client Implementations

Covid-19 Wealth Impact: The World Ultra Wealth Report 2020

The report also reveals a significant decline in wealth from this population in early 2020 due to the impact of the COVID-19 pandemic.

LPL Financial and Financial Resources Group Welcome GreenState Wealth Management

The new partnership with Financial Resources Group and LPL Financial will provide GreenState Wealth Management access to thousands of investment products, allowing them to tailor strategies specific to each person's needs.

What’s the number one priority of the Great Wealth Transfer for millennials?

Other main priorities included purchasing property, increasing investments to make a sustainable impact and committing to good causes.

Cognitive Decline Can be Financially Devastating: RBC Wealth Management

In fact, 80% of survey respondents reported some level of financial mismanagement by the individual they care for.

Summitas Wins Private Asset Management's 2020 "Best Document/Content Management Service or Tool" Award

Innovative client portals provide a unique set of tools for secure collaboration

Pictet Asset Management opens first US office in New York City

Pictet Asset Management plans to expand the New York team to 12 and is actively recruiting.

How "the most powerful woman on Wall Street" is working to close the gender wealth gap

That gender wealth gap is 32 cents for a man's dollar, and just a single digit number of pennies for Black women.

Fairway Wealth Management To Join Focus As A New Partner Firm As Focus Further Expands In Ohio And Strengthens Its Presence In The UHNW Wealth Management Space

Fairway will be the second Focus partner firm based in Ohio, further expanding the Focus partnership in the Midwest.

Wealth and Asset Management