Managers of Wealth Americas

Stifel wealth manager’s profits surge amid recruiting slowdown

It’s the second straight quarter of lower recruiting gains for Stifel.

Focused Wealth Management Ranked as Top 100 Financial Advisor in New York by investor.com

Newburgh Financial Advisor Cited for "Putting Their Clients’ Best Interests First"

Showing performance advantages through active tax management strategies

For those investors, there is little point in paying a premium for actively managed portfolios that cannot significantly outperform the market.

To get in on the Great Wealth Transfer, advisors need the right tools

The so-called Great Wealth Transfer represents an excellent opportunity for wealth managers to attract new assets.

Are asset managers long on plans, short on action in data science?

Survey finds nearly all investment managers focusing on data and analytics to improve outcomes, but most lagging in capabilities

Deutsche Bank Struggles With Slew of Departures in U.S. Wealth

At least 10 senior wealth bankers have left amid cost cuts

Family Office Portal Launches as Community Hub for over 5000 Family and UHNWI Investment Offices

These technologies help family offices with everything from automated and compliant investment processes, and peer to peer due diligence, to enhanced lifestyle experiences, and much more.

Raymond James Financial Reports Third Quarter of Fiscal 2021 Result

For the first nine months of the fiscal year, record net revenues of $7.07 billion increased 20%, record earnings per diluted share of $6.92 increased 60%, and adjusted earnings per diluted share of $7.50(1) increased 73% over the first nine months of fis

SEI Expands Technology Offering with Wealthbox

Strategic Partnership Provides Advisors Integrated Technology Ecosystem for Client Engagement and Business Growth

RBC Wealth Management-U.S. Accelerates Digital Transformation with Selection of New Broadridge Platform

Broadridge's next-generation Wealth Management Platform is an open, industry-level platform offering an integrated and modern front-to-back-office solution, leveraging best-in-class technology.

Wall Street is throwing cheap credit at ultra-wealthy clients and they're buying yachts, jets, art and real estate

Billionaires with enough cash to fill a swimming pool are loathe to sit out the biggest borrowing binge on record

Hightower Makes Strategic Investment in Farr, Miller & Washington

Led by well-known speaker, author and commentator Michael Farr, the Washington, D.C.-based firm has $2 billion in AUM

Broadridge Enhances its Data Solutions for Asset Managers with Snowflake Data Cloud

Solution to facilitate faster analysis and decision making for investment managers

Mariner Wealth Advisors to Acquire Channel Islands Group

Firm continues year of growth and expands presence in California with acquisition

The gifting considerations of Canadian ultra-high-net-worth families

How can clients best share their 'never money'? Family office expert looks at both the practical and emotional considerations

Ameriprise Financial Reports Second Quarter 2021 Results

The overall fee rate remained strong at 52 basis points. On a sequential basis, revenues increased 6 percent.

Wall Street doubles down on lending ‘cheap money’ to the rich

Combined value of loans made by wealth management units at top US banks in second quarter exceeds $600bn

J.P. Morgan Opens Crypto Fund Access to All Wealth Clients

J.P. Morgan has reportedly allowed all of its wealth management clients to access cryptocurrencies via funds.

SIX expands its international custody services reach to US

SIX delivers securities services to banks, private banks, wealth managers, broker-dealers and other clients across the global financial sector.

Wells Fargo Asset Management to Become Allspring Global Investments; Initiates Leadership Transition

The new name Allspring Global Investments reflects the newly independent firm's rich history in investment leadership and its commitment to renewal, growth, and meaningful client outcomes.

Wealth and Asset Management