Managers of Wealth Americas

Global Wealth and Lifestyle Report 2021: Key Findings

Julius Baer’s Global Wealth and Lifestyle Report 2021 explores the evolving world of high-end consumption.

Ithaca Wealth Management Announces Launch of Innovative Auto-Pilot Pricing Platform to Celebrate its One-Year Anniversary

Now, simply sticking to your financial plan and remaining invested for the long-term will lower your advisory fees at Ithaca Wealth Management, regardless of your account size.

Milestone: Addepar Exceeds $2.5 Trillion in Assets Through Wealth Management Platform

The platform provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.

The changing face of advice: how financial advisors are evolving

The average age of financial advisors has been rising as fewer graduates opt to go down that route

IQ-EQ enters the U.S. Private Wealth market with the acquisition of Concord Trust Company

This acquisition confirms IQ-EQ’s commitment to the U.S. market and takes the Group one-step closer to achieving its strategic objective of becoming the leading independent investor services provider globally.

Three UBS Private Wealth Advisors in Greater Florida named to the Barron's Top 1,200 Financial Advisors list

This award further honors their outstanding achievements, commitment and dedication to clients

Utah's Fastest-Growing Investment Advisory Firm Drive Wealth Advisors Acquires Magellan Capital

Coming on the heels of Drive Wealth Advisors' 2020 Fastest-Growing Investment Advisory Firm award from CityWire RIA magazine

Hiring of UBS Team Helps Rockefeller Capital Management Pass Milestone

The burgeoning wealth management unit is a spinoff of the family office of the same name

Herman and Sandy Tiemens bring family approach to Wells Fargo wealth management

He started in business as a systems analyst, saying it was really a job that required him to translate between those who write code and those who need new computer systems.

World's Billionaires List

The Richest in 2021

FNZ Launches New US Wealth Management Venture

FNZ and State Street are collaborating on FNZ Trust Company, a new wealth manager servicing venture, with a majority stake acquired by FNZ in State Street’s Wealth Manager Services business and a minority interest retained by State Street.

Goldman Sachs Cryptocurrency Endorsement Boosts Wealth

Its private wealth management division is catered towards the wealthiest of clients, those with a minimum of $25 million to invest and they want in on the Bitcoin action.

Wealth management needs more female advisers

More and more of the industry's clients are women, and the share of global wealth controlled by women is increasing.

Women are leading the charge for Environmental, Social and Governance (ESG) investing in the U.S. amid growing demand for responsible investing solutions

RBC Wealth Management – U.S. client survey reveals growing interest in ESG and responsible investing, especially among women, with financial advisors ranked as a top source for information to guide investment decisions

The focus of the IRS global high-wealth group

The IRS recognizes that these notable shifts are occurring in conjunction with a greater concentration of wealth in fewer individuals and families, particularly those who are both globally mobile and savvy cross-border investors.

Sharon L. Klein Named to Forbes Best-In-State Wealth Advisors 2021

This selection of the top advisors from thousands of candidates across the country was based on factors such as revenue trends, assets under management, client experience, and industry expertise.

Envestnet | PMC's Private Wealth Consulting Service Enables Advisors to Outsource Portfolio Management for High-Net-Worth Clients

PMC Broadens Suite of Services for High-Net-Worth Clientele with High-Touch, Customized Portfolio Solutions & Overlay Features

Wealth and Asset Management