Managers of Wealth Americas

Sanctuary Wealth's Elizabeth Evans Named to Forbes' 2021 Top Women Wealth Advisors List

Managing Partner of Evans May Wealth was named a Best-in-State Wealth Advisor earlier this year

Michelle Marquez Named to Forbes’ List of Top Women Wealth Advisors

This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.

Kestra Seeks to Integrate Trust Services Into Its Wealth Businesses

Kestra is looking for better ways to prevent trust assets from going out the door, with the help of its in-house trust company, Arden.

7 Hightower Advisors Honored on Forbes' 2021 List of Top Women Wealth Advisors

All the advisors named to this year's list have at least seven years of experience in the industry and were nominated by their firms.

Focus Financial Forms Joint Venture to Serve Ultra-Wealthy Clients Abroad

Focus absolutely has an international presence and provides advisory and other services to ultra-high-net-worth and family office clients.”

Short-term downside risks for gold

Finanz und Wirtschaft (20.03.2021) - Gold prices declined in recent weeks to lows of around $1,680 per ounce. The cause was the continued steepening of the US yield curve.

Canadian Wealth Management Falling Behind Global Digitalization Trends

Fast forward to the last year of remote-first operations and the pandemic has put a defibrillator on the heart of digital transformation in finance.

Former BlackRock Executive Blows the Whistle on Greenwashing

Fear of missing out on fund flows gives asset managers a strong incentive to pretend all their offerings are green.

Blank cheque company in exclusive talks to buy wealth manager Lombard

A deal would be one of the first involving a US-listed SPAC and a UK-based financial services company, Sky News learns.

UBS Poised to Swoop on Brazilian Asset Manager?

The move would represent a quantum leap for UBS in Brazil, which remains the largest Latin American market for wealth and asset management.

Sallie Krawcheck Leads Ellevest To A Landmark $1 Billion In Assets Under Management

“What I'm particularly proud of is that it happened during a pandemic."

A leadership agenda to take on tomorrow

24th Annual Global CEO Survey - US findings

Focus Financial Partners, Hinduja Family Launch MFO

With a Global Presence, Beryllus Capital Will Serve as a Strategic Advisor to Some of the World's Most Prominent Families

A Detour Does Not a Journey End

Bond market jitters on inflation fears may be just what the equity bull market needs to resume climbing the wall of worry supported by improved fundamentals.

Women more likely to have investment roles at family offices than at asset managers

The research also specifically looked at gender diversity within the Middle East family office sector. It found perceptions of women offering advice on wealth and investing are changing rapidly in the region.

The Wealth Mosaic releases its first US Wealth Technology Landscape Report

Part of the Wealth Technology Landscape Report Series, this first US report features a categorized solution provider directory of 921 technology and related providers to the wealth management sector in the United States

Report for Morgan Stanley at Work Shows Women Significantly Lag Men in Equity Compensation at Private Companies

Firm’s Transparency 2021: Addressing Gaps in Equity Compensation report highlights how private companies can use equity compensation to create equity parity and opportunity among their workforce

JPMorgan to Buy $410 Million Stake in Chinese Bank’s Wealth Business

The agreement marks the first time a Chinese bank has opened up its wealth-management subsidiary to a foreign strategic investor

Sanctuary Wealth Welcomes Cedar Gap Wealth Management to Its Roster of Independent Partners

Sanctuary continues to grow presence in Texas with the addition of Abilene-based firm

WealthSource Acquires RIA

Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally

Wealth and Asset Management