Managers of Wealth Americas

What Family Offices, HNWIs Think of Retail Assets in the Current Market

Risk tolerance is a key differentiator determining who is willing to buy in the sector.

CI Financial to Acquire Majority Interest in RGT Wealth Advisors

CI’s largest U.S. wealth management transaction to date projected to increase U.S. wealth assets to US$21 billion

Unprecedented Doesn't Mean Impossible by Albert Chiaradonna, SEI

Perhaps we succumbed to the pressure of “it’s good enough because we have always done it this way,” or the comfort of sticking with what we know.

Beacon Pointe Advisors Announces Merger with CBD Wealth Management

A Foothold in the South and Beacon Pointe's Largest Deal to Date

How Advisor Shifts Gears Between Car Racing and Wealth Management

UBS advisor Chris Aitken says, to his surprise, clients are asking: “When can I come to a race and watch you?”

MAI Capital Management Acquires Greenway Family Office

Acquisition of St. Louis-based firm enhances MAI’s service for wealthy families and business owner

Shard Capital: ‘Central banks have messed things up spectacularly’

Mike Hollings and Neil Williams on targeting US immigrants, lockdown working and how central banks have ‘flanneled’ everyone

UBS picks ex-NFL Pro Bowler to lead athlete segment

The Athletes and Entertainers Strategic Client Segment will work in close collaboration with UBS Financial Advisors, who have long been advising and supporting athletes and entertainers on their financial plans.

Kingswood secures further US deal

We are thrilled to have now achieved a majority interest in the re-named Kingswood U

Family Offices Weigh Options for Optimizing CRE Allocations

A virtual event last week brought together ultra-high-net-worth individuals, family office staff/members and investors to discuss commercial real estate trends.

U.S. Bank to migrate custody services to SEI’s legacy wealth management platform

By employing the SEI Wealth Platform's scale and scope within a software-as-a-service model, U.S. Bank will benefit from a unified, straight-through-processing environment across all of their businesses globally.

Home Office Gaps are Asset Manager Opportunities

But once that infrastructure is in place, other needs move to the forefront—and no broker/dealer provides everything its advisors need to compete effectively these days.

U.S. Bank Adopts SEI Wealth Platform

This news was first shared on SEI’s third-quarter 2020 earnings call.

Driving success from within an organization, despite indefinite remote work

Each of those four dimensions has been impacted by COVID-19, where there is an almost entire inability for people to work together directly in offices.

Goldman Pulls In $80 Million a Week From High-Net-Worth Clients

The business has 100 locations with a strong presence in major cities on the East and West Coasts, in Florida and Texas.

How Financial Advisors Should Charge Wealthy Clients

Wealthy clients are increasingly demanding a clear connection between the value they receive from your firm and the advisory fee they're paying.

Fidelity Rolls Out Comprehensive Wealth Platform for Advisors

The Fidelity Managed Account Xchange (FMAX) is available to RIAs, family offices and BDs.

How transfer agents are pivoting amid new business realities

The changes in the transfer agency go well beyond supporting business as usual, and in many cases, improvements will be felt long after employees have returned to their offices.

SmartRIA Announces a Deeper Partnership With SS&C Technologies' Black Diamond Wealth Platform

Newly expanded relationship makes SmartRIA a preferred third-party compliance solution for Black Diamond clients

UBS’s Chandler: The Future Of Wealth Management Will Be Digitally Enabled But Won’t Replace Relationships

UBS financial advisors may send clients a digital survey seeking feedback.

Wealth and Asset Management