Managers of Wealth Americas

Global Wealth Report 2021

Credit Suisse Research Institute published its twelfth Global Wealth Report showing continued wealth growth

Effects of COVID on household wealth

The short-term consequences of the COVID-19 pandemic for household wealth are now much clearer than they were last summer.

Northern Trust Surpasses $1 Trillion in Defined Contribution Assets Under Custody and Administration

“Through participation and leadership at a global level, we aim to bring value to the industry and regulatory bodies to help to drive better solutions and enhance participant retirement outcomes.”

Mercer's 2021 Cost of Living city ranking

Compared to last year, Tokyo and Zurich each dropped one spot to fourth and fifth positions, respectively.

Much Fuss About Dots

Analysts’ forecasts for current year earnings continue to rise, and we are only a few weeks away from the pre-announcement season when we scope for further upgrades.

Europe dominates, China rises, and the US remains stable in 2021 World Competitiveness Ranking

Western European countries lead in the 2021 rankings, reflecting the resilience of economies in the face of the global COVID-19 health crisis.

Stratos Wealth Enterprises Makes Strategic Investment In Summit Wealth Partners

Stratos Wealth Enterprises is under the umbrella of Stratos Wealth Holdings.

SEI Announces New Strategic Alignment of Advisor Business

Independent Advisor Solutions' management team will now be aligned to the key drivers of business growth for financial advisors.

Richardson Wealth Selects Envestnet

Envestnet allows us to expand our definition of advice and address our clients' entire financial lives in an intelligent, connected way.

Wealth Enhancement Group acquiring $446M Frederick County investment adviser

Wealth Enhancement Group has been on a buying spree lately.

Addepar Valued at $2.17 Billion as Investors Bet on Wealth-Management Tech

The company, which makes software to track investment performance, has raised $150 million from D1 Capital Partners

Three UBS Advisors in Long Island, New York, Named to Forbes/SHOOK Best-in-State Wealth Advisors List

Paul, Matt, Brian and their team continuously provide their clients with the highest level of expert financial advice with responsive, personal service.

CI Global Asset Management Announces Portfolio Management Changes

CI GAM is appointing portfolio managers with specialized expertise in those sectors and extensive experience in managing other mandates in those asset classes, as shown in the table below.

WealthManagement.com Named Best Media Brand for Overall Editorial Excellence in the 2021 Jesse H. Neal Awards

WealthManagement.com was also a finalist in three other award categories this year: Best Single Article; Best News Coverage; and Best Single Issue.

Sanctuary Global Welcomes Excelsis Global Private Wealth

Eight advisors join forces to form internationally focused team, sweeping Wells Fargo's international business across South Texas

Morgan Stanley Looks to Shed Wirehouse Comparisons, Take on Schwab

The wirehouse comparison is too narrow because our business model and our performance are clearly different,” Saperstein, who was recently elevated to co-president of Morgan Stanley and heads the wealth division.

The Wealth Management CRM Landscape, Ranked

It doesn’t necessarily mean we’re identifying the best all around CRM on the market, but rather helping you determine the best CRM for your needs.

Allfunds and iCapital Network® Announce Strategic Partnership to Improve Global Client Access to Private Markets

Partnership strengthens Allfunds’ private market and sub-advisory ambitions with integration of iCapital’s technology and solutions

Advisor Group Successfully Partners with Five Wealth Management Practices

Growing Practices' Decisions to Join Advisor Group and SagePoint Driven by Flexible Technology, Practice Management Support and Expert Business Coaching

Wealth Enhancement Group Announces Acquisition

Fast-Growing, TA Associates-Backed Wealth Management Firm Builds on Recent Growth in Northeastern US with Continued Execution of its Long-Term Acquisition Strategy

Wealth and Asset Management