Managers of Wealth Americas

First Horizon National Corporation to Transition Newly Acquired Wealth Management Book of Business to SEI

This new arrangement allows SEI to continue providing its current scope of technology services to the new, larger organization.

Royal Bank of Canada reports fourth quarter and 2020 results

Our capital position remained robust

The curtain falls on a tumultuous year

Centre stage, the principal actors are going through their closing lines.

Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds

Most believe AI will transform their industry but are underestimating the long-term value it can create by helping to reimagine the client experience

Lloyds of London & DHS Announce Wealth Management Strategic Partnership and Agreement to Manage £80bn of Lloyds Assets

This strategic partnership will combine DHS’ investment and wealth management expertise and technology capabilities with Lloyds’ significant client base, multi-channel distribution and digital capabilities.

The fee models blurring traditional wealth management industry lines

Orozco and Bair use flat planning fees and subscriptions often associated with fee-only RIAs, even though they’re affiliated with the nation’s largest IBD, LPL Financial.

Why Diversity and Inclusion Reaches a Screeching Halt in Wealth Management

The workplace reflects the conscience of the leaders and the culture they create.

Keep on Truckin’ by Oppenheimer & Co.

Nearly 93% (464) of the S&P 500’s member companies have thus far reported results for Q3 reporting season with earning better than expected at the start of the season.

Paul Allen Named to Raymond James Financial Services’ 2021 Chairman’s Council

Allen is actively involved in the community and currently serves on the alumni board of Franklin Road Academy, in Franklin, TN.

Credit Suisse restructures in Latin America

The international wealth arm, led by Philipp Wehle since last year, is seeking to boost revenues from the ultra-rich.

US billionaire Ray Dalio latest to open family office in Singapore, as he seeks Asia base

Singapore’s efforts to attract more family offices include tax incentives and a Global Investor Program that gives the super-rich a path to permanent residence

How Much Of Raymond James Financial, Inc. (NYSE:RJF) Do Insiders Own?

It has a market capitalization of US$13b. Normally institutions would own a significant portion of a company this size.

Optimal opportunities: Why current volatility levels are proving a “sweet spot” for alpha-focused funds

The emerging investment landscape heading into 2021 offers a boon to a beleaguered hedge fund sector which in recent years has had to contend with patchy performances and continued investor aversion.

Chain Bridge Bank launches new trust and wealth management services

“There are a million wealth managers and most of them are doing active management,” Danker said. “We think that is overrated. There aren’t many offerings for full-service passive management.”

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

Wealth and Asset Management