Managers of Wealth Americas

Covid Versus Biden's Budget Promises

Investors continue to be pulled in two opposite directions.

The NBA’s private equity plan is in motion and it’s betting on the allure of sports ownership

The NBA is banking on private equity investment to bring it financial optionality and a new pool sports ownership seekers.

Mercer Advisors Acquires Marrs Wealth Management

Acquisition of Marrs Wealth Management Expands Mercer Advisors' Presence in Iowa and Central United States

10th Annual Citizens M&A Outlook Finds Business Owners, Private Equity Firms Expect Wave of Deals in Second Half

Advisors recommend that prospective sellers start the process early in year for best outcomes

Small New Jersey bank eyes big expansion in wealth management

A move south would keep Peapack in touch with the growing number of affluent New York and New Jersey residents flocking to Florida, said John Babcock, president of Peapack Private, the company’s wealth management unit.

JP Morgan Snags 7 AFTAs—Here’s Why They Won

Built in early 2019, OmniAI now provides a single place where data scientists can discover, experiment, share, and deploy their work into production applications in a secure and compliant manner.

AFTAs 2020: Best Back-Office Initiative—SEI

The best back-office initiative AFTA has for the most part been awarded to London-based SmartStream since the category’s inception in 2016. The two occasions that it hasn’t were in 2018, when Cobalt won thanks to its foreign exchange (FX) re

M&A in 2021: asset management primed for consolidation

Dealmaking is hotting up in a sector under relentless margin pressure

Elon Musk says he will give $100 million to whoever creates the best carbon capture technology

Musk recently asked for tips on where to donate his wealth, of which he has promised to give away half.

Ten Trends That Will Impact Private Wealth And Family Offices In 2021

This strengthens their capacity to be resilient, minimize risk and leverage opportunity.

SmartBe Wealth Inc. announces Preliminary Prospectus for New ETFs and Closing of ETF

SmartBe is launching the New ETFs to provide Canadian investors with access to long-only quantitative value

A billionaire New York hedge-fund CEO just dropped $20 million on a Miami Beach mansion as Wall Street firms plan moves to Florida

Last summer, Karlie Kloss and Joshua Kushner paid $23.5 million for a home on North Bay Road.

Wealth and Asset Management

Covid Versus Biden's Budget Promises

The NBA’s private equity plan is in motion and it’s betting on the allure of sports ownership

Mercer Advisors Acquires Marrs Wealth Management

10th Annual Citizens M&A Outlook Finds Business Owners, Private Equity Firms Expect Wave of Deals in Second Half

Small New Jersey bank eyes big expansion in wealth management

JP Morgan Snags 7 AFTAs—Here’s Why They Won

AFTAs 2020: Best Back-Office Initiative—SEI

M&A in 2021: asset management primed for consolidation

Elon Musk says he will give $100 million to whoever creates the best carbon capture technology

Ten Trends That Will Impact Private Wealth And Family Offices In 2021

SmartBe Wealth Inc. announces Preliminary Prospectus for New ETFs and Closing of ETF

A billionaire New York hedge-fund CEO just dropped $20 million on a Miami Beach mansion as Wall Street firms plan moves to Florida

Millennial Leaders Can Change the Role of CEO – If We Let it Change Us First

Canaccord Genuity Group Inc. Access to Third Quarter Fiscal 2021 Results Information

Morgan Stanley beats estimates on better-than-expected Wall Street and wealth management results

IW Long Reads: Up In The Clouds? How Vertically Integrated Firms Are Shaping Up In 2021

The Salvino Wealth Management Team With $2.2 Billion in Assets Launches Performance Wealth

Sanwa Alterna Brokerage Launches Full-Stack Investment Management Solution For Private and Institutional Investors

5 reasons to use fewer service providers by Broadridge Analytics Solutions

Goldman’s consumer bank will take longer to break even, CEO says