Managers of Wealth Americas

Wells Fargo: Boom or Bust, Investors Believe Economic Fallout Is Far From Over

Ongoing concerns of COVID-19 and presidential election loom

Kestra Financial Welcomes $1 Billion RS Will Wealth Management

Newly independent, Maryland-based firm attracted to integrated technology solutions and business consulting to bolster organic growth

Firm seals deal for US$4.5 billion wealth firm

Canadian company bolsters status among fastest-growing RIA platforms in U.S. with announcement of fifth acquisition

WealthManagement.com Selects AdvicePeriod as Winner for Two Industry Awards

Lockshin also plays a lead role in the development of estate planning platform Vanilla, which undoubtedly contributed to his Innovator of the Year win, and itself won in the Industry Disruptors: Technology category.

Fidelity Now Offers Even More Flexibility to Intermediary Clients

Fidelity invests billions of dollars annually in its technology enterprise-wide, leveraging its scale to develop new capabilities that help meet the distinct needs of each of its customers.

CI Financial completes acquisition of BDF, a Chicago-area private wealth firm with US$4.5 billion in assets

Chad Carlson has been named President and Co-Chief Investment Officer of BDF. He previously held the positions of Wealth Manager and Director of Research.

Family offices and other wealth managers face multiple threats

Report highlights several challenges along with opportunities for UHNWI-focused firms amid pandemic shift and generational trends

UBS Inks Latin American Securities Tie-Up

The Swiss bank said it is positioned to become the top provider of investment banking services in Colombia with the agreement.

Wealth on the move as HNWIs seek alternative locations

But while you might expect high-net-worth individuals in developing nations to be interested in a major move, there has also been a significant rise in considerations from developed nations including Canada and the United States.

UBS exploring merger with Credit Suisse, reports

The blog site added that Weber and Urs Rohner, Credit Suisse’s chairman, could agree on the details of a possible merger next year.

Mirabaud launches Brazil family office

The operation began once it was recently granted licenses from Brazil's Central Bank and its securities regulator.

Seventy2 Capital Wealth Management Surpasses $1 Billion in AUM Threshold

When we created Seventy2 Capital, we had big dreams but thought it would take at least five years to hit this milestone.

Key Private Bank Awarded Outstanding Achievement In Trusts

A panel of independent, industry-leading wealth management experts, including trusted advisors and consultants, served as judges for the awards.

Growing Smart(ly) in a Way That Matters

Pathstone Announces the Addition of Price Wealth, LLC

Advisor Group and FSC Securities add two independent financial adviser businesses

Richardson eWealth Strategies of Walnut Creek, Calif., Supports High Net-Worth Clients with Financial Planning and Wealth Management Services

Key Private Bank Awarded Outstanding Achievement In Trusts From WealthManagement.com For The Second Consecutive Year

A panel of independent, industry-leading wealth management experts, including trusted advisors and consultants, served as judges for the awards.

Integrated Partners and Duffy Kruspodin Align to Create DK Wealth Management

New wealth management offering to be led by Kris Lindley, CFP•The partnership is the latest union of financial specialists to launch under the Integrated CPA Alliance

Elon Musk loses record US$16.3 billion in Tesla rout on S&P snub

The stock closed 21.06 per cent lower, while fellow electric automaker Nikola Corp jumped more than 40 per cent after GM said it was acquiring an 11 per cent stake in the company.

Northern Trust’s 5-Year Market Forecast Calls for 2.6% Global Growth

Rates and Inflation to Remain Low; Stock Returns in the 3.8-8.2% Range; High Yield and EM Debt Outliers amid Low Bond Returns

Gold's rally may have paused, but the world's biggest wealth manager still thinks a 10% allocation to bullion is 'not a bad move right now'

The rally has slowed down in the last month, raising the question of whether investors should hold so much of it.

Wealth and Asset Management