Managers of Wealth Americas

Scotiabank reports third quarter results

Canadian Banking generated strong earnings of $1,083 million, driven by higher non-interest income, lower provision for credit losses, as well as strong asset and deposit growth.

BMO Financial Group Reports Third Quarter 2021 Results

Our consistent financial performance enables us to deliver on our vision for a sustainable future.

RBC Wealth Management Cuts Asia Ex-Japan Exposure On China Worries

The combination of Chinese regulatory fervor and the increased threat posed by the Delta variant has led us to reduce our long-recommended allocation of stocks from Asia ex Japan from overweight to market weight.

Financial Spotlight: Stifel - Simplify Wealth Group

The two began talking and became fast friends who found they worked well together.

Fifth Third Private Bank Introduces Business Transition Advisory Team

Frieda Rakhman leads team as managing director of strategic client development

KCA Wealth Management Receives Three Community Awards for Second Year in a Row

The holistic financial planning firm is Central Pennsylvania's only three-time award-winning team two years in a row

$122M Dodds Wealth Management Group Joins Commonwealth

Both Dodds are certified financial planners, and the elder Dodds holds three other financial services industry designations.

Evoke Wealth Management Goes Independent With Kestra Private Wealth Services

The addition of Evoke Wealth Management marks the second office Kestra PWS has opened in New Jersey.

Altium Offers Altelligence™, a Proprietary Investment Platform, to the Wealth Management Community

Altelligence™, designed by and for high-growth RIAs, provides low-cost investment solutions and delivers significant tax alpha

Level Up Client Communication In 2021, And Beyond

In the contemporary everchanging scenario it is actually possible to win the best of both worlds, by start looking in depth at the whole art and science of communicating with private clients.

Noah Holdings Limited Announces Unaudited Financial Results for the Second Quarter of 2021

Net revenues for the second quarter of 2021 were RMB899.4 million (US$139.3 million), a 20.3% increase from the corresponding period in 2020, primarily driven by increased one-time commissions as well as recurring service fees, partially offset by decreas

Huntington Private Bank Expands Into Twin Cities Market, Launches Hiring Campaign

The wealth-management expansion is part of Huntington's strategy to grow its customer base in several segments

Basepoint Wealth Crosses $500 Million in Assets Under Management

Basepoint Wealth was recently named one of the "Fastest Growing Companies" by the Corridor Business Journal, and recently added Basepoint Tax & Accounting to its portfolio of businesses.

Family Offices Call For An End To Working From Home

The world appreciated extra time while the cost-saving was monumental.

YATCO Announces Official Partnership with Investor Media, a Trusted Platform for UHNW Individuals and Family Offices

The partnership also includes content sharing, where YATCO.com will publish relevant media and articles from Investor Media's plethora of investor-based publications.

Three Merrill Advisors Named to Forbes’ Top Women Wealth Advisors List

All three were ranked in the top five of the Michigan financial advisors who were named to the list.

Three Firms Merge for HNW Advisory With Global Reach

Leo Wealth will deliver global, integrated investment and tax planning solutions Company positioned for geographic and international expansion

CI offers stakes in US wealth management biz to acquired firms

In helping analysts understand CI’s second-quarter results, chief executive Kurt MacAlpine (pictured) explained that the Canadian asset manager is offering its RIA acquisition targets the chance to swap equity in their business for equity in CI Fina

Digital Bank Founder Worth $6 Billion to Donate Most of Fortune

Nubank’s David Velez and his wife, Mariel Reyes, committed to give most of their wealth to philanthropy.

Morgan Stanley Wealth Management to Buy Consultant Hyas Group

Hyas Group provide services to 80 California plans with nearly US$ 15 billion of the firm’s US$ 28 billion in total client assets under advisement that was calculated in 2018.

Wealth and Asset Management