Managers of Wealth Americas

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.

The Goldman Sachs 2020 Partner List

27% of this year's Goldman partner class are women. 7% are black. 5% are Hispanic/Latinx and 17% are Asian.

ESG Gains Popularity And Gathers Momentum, Leaders Said.

Investors often don’t understand the difference between ESG, which highlights three specific pillars (environmental, social and governance) and sustainable stewardship, a more blanket term applied to sustainable investing.

CI Financial Reports Financial Results for the Third Quarter of 2020

Total wealth management assets as at September 30, 2020 were $66.1 billion

The $5tn club: Merger mania sweeps asset management industry

Only half of investment houses will still exist by 2030 as size becomes crucial to success, research predicts

WealthTech ranked as top wealth management trend on Twitter

Outside of trending wealth management themes, California-based automated investment service firm Wealthfront claimed the top spot as the most mentioned company, followed closely by The Goldman Sachs Group and Bank of America.

Cidel wins “Digital lnnovator of the Year” Award

It is this commitment to innovation and excellence that has allowed the bank to become a key player in the UHNW space, and consequently to win such a coveted award.

Four Key Multi-Family Office Insights From 2020

The report offers insights into the trends and best practices shaping multi-family offices (MFOs) across the globe — here is a glimpse into the key findings.

Doyle Wealth Management acquired by Canadian firm

Strategically located in fast-growing Tampa Bay area, creating unique cross-border opportunity for Canadian retirees

History In The Making: What Are The Trends Among Family Offices?

The U.S. played a significant role in the peace deal between the UAE and Israel.

Wealth and Asset Management