Managers of Wealth Americas

Allworth Financial Continues National Expansion - Partners with Giordano Wealth Management Group

The agreement marks Allworth’s 9th office location in Northern California

Carson Group, Financial Technology & Services Leader, Selects Bain Capital as Strategic Partner

Bain Capital has a long history of investing in and partnering with founders and management teams to accelerate the growth of companies.

Vanguard to offer direct indexing capabilities through acquisition of Just Invest

Just Invest’s platform uses sophisticated portfolio management tools traditionally available only to institutional or ultra-high-net-worth investors.

Goldman Sachs Asset Management Announces Launch of Goldman Sachs Future Planet Equity Exchange Traded Fund

Goldman Sachs intends to invest in the Fund alongside its clients.

UBS Advisor Wendy Spinner Recognized for Local Philanthropic Work by Invest in Others

It’s truly gratifying to see her acknowledged for her long-standing dedication to the communities she serves.

Morgan Stanley wealth unit revenues offset trading slowdown

Wall Street bank benefited from higher fees in second quarter

JPMorgan has big wealth-management growth plans

Still, bank execs cautioned that loan growth could remain sluggish because consumers have been saving more, paying down debts like credit cards and mortgages, and borrowing less.

Tiedemann Acquires Leading London Multi-Family Office

Holbein joins Tiedemann Constantia as part of Tiedemann's broader international growth strategy

Family Offices Say IPOs Are Nothing But An Exit Strategy

64% said the majority of companies go public in order to facilitate an exit strategy

John Darden on Wealth Management

The whole goal of investing for retirement is that the money has time to work for you.

Wells Fargo to Announce Second Quarter 2021 Earnings on July 14, 2021

The Company will host a live conference call on Wednesday, July 14, at 11:30 a.m. Eastern Time.

Citi rolls out self-directed investment offering

The offering will expand in the coming months to provide access to additional types of investments, including mutual funds.

Second Quarter 2021 Results and Key Metrics

Revenues decreased 12% from the prior-year period

Captrust acquires $2B RIA in firm’s 50th deal since 2006

Nearly a decade earlier, Captrust expanded its initial acquisition focus on retirement plan firms to wealth management practices as well, Rush Benton, the firm’s senior director for strategic growth, said in an interview.

Raymond James Hiring Binge Nets 12 Advisors With $2.2 Billion

The recruiting binge comes as South Florida takes on an increasingly important role in the wealth management industry.

Buy the Inflation Dips

Lower US 10 year yields due to technicals – inflation still alive

BlackRock Makes Minority Investment in SpiderRock Advisors

Expands access to personalization and tax-management capabilities for wealth separately managed accounts

UBS, Envestnet and iCapital Network® leverage technology and investment prowess to expand alternative investment offering

Envestnet to provide access to a curated menu of alternative investments by UBS and iCapital Network through new Alternatives Exchange, leveraging iCapital's turnkey technology solution

Digital banking at US Bank sped up during pandemic

This differs from most wealth managers who tend to steer clients toward what they view as best-of-breed managers outside their firms.

New York Listed As Top Family Office Jurisdiction

The Agreus Survey revealed that 29% of Family Offices invested in new geographical regions over the last 12 months with Asia being the most popular investment spot.

Wealth and Asset Management