Managers of Wealth Americas

JPMorgan is making a big bet on AI. Here's how its private bankers are using it.

The bank's ultimate goal is for AI to help new private bankers mirror their best and brightest ones.

BTG tight lipped on digital banking growth

But Brazil’s BTG Pactual is seemingly swimming against the tide by remaining tight-lipped about the growth in its digital retail banking business.

Corient chooses Addepar for collaboration

The partnership with Corient is being formed at a time when Addepar is seeing potential in the financial software industry.

Raymond James snags $435M Merrill Lynch team

The brokerage giant extends its reach in Massachusetts with a group that includes a father-son advisor duo.

TD Bank tops profit, says U.S. still key market as anti-money laundering probe drags

TD, Canada's second largest bank, said net income at home rose 7%.

Lazard AM adds AI-enhanced US small-cap equity fund to UCITS range

The fund will typically hold 350 to 400 stocks

Vanguard defends dominance of US equities in EU-domiciled funds

Response follows warnings of ‘unintended consequences’ of passive funds shunning EU corporations

How wealth managers are responding to the impact of AI in the industry

The potential use of AI in financial planning is rapidly evolving.

Bluespring Wealth Partners Acquires $750 Million KDI Wealth Management

KDI's decision to join Bluespring was fueled by several factors

UBS asset management leadership gets a refresh

The unit is undergoing streamlining, cost reductions.

Wealth Manager Consolidation Intensifies in Pursuit of Capturing Client Walletshare

Wealth managers are increasingly focused on providing truly comprehensive wealth management, pursuing M&A to bolster capabilities and capture more of the value chain.

Barron's Names Cassaday & Company One of Nation's Top Wealth Management Teams

The financial planning processes are interrelated and must be carefully coordinated by a team of professionals.

JPMorgan, RBC Grab Merrill Teams With $30B in Assets

Their stated goal in the relocation is to better help ultra-high-net-worth clients and their families navigate complex wealth needs.

William Blair scores $1.2B multigenerational team

Global investment and wealth firm William Blair has enhanced its presence in the Northeast US as it welcomes a boutique high-net-worth practice.

Seven J.P. Morgan Advisors and 10 Teams Named Barron’s Top 100 Financial Advisors and Top Private Wealth Management Teams

These rankings are two of the most selective in the industry

AlTi Tiedemann Global extends US footprint with Envoi acquisition

AlTi Tiedemann Global bought Midwest Family Office and Envoi to increase its presence in the US.

Edelman Financial Engines Acquires Soundmark Wealth Management

Expands presence in Pacific Northwest and increases planner network; broadens firm’s financial planning capabilities

AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi

The deal adds to AITi’s recent moves aimed at expanding its scale and entering new markets to serve UHNW clients.

Three William Blair Advisors Ranked Top 100 in America by Barron’s; Four Teams Make Top 250 Teams List

All the advisors recognized are partners of the firm, with an average experience of 27 years in the financial services industry. All three advisors have been named to the list in previous years.

Broadridge and Kyndryl to Partner in Canadian Wealth Management

The combination of the SIS technology business and Kyndryl managed services with our industry-leading Broadridge Wealth Platform will further accelerate our ability to bring innovation to Canada and meet the increasingly complex needs of Canadian firms

Wealth and Asset Management