Managers of Wealth Americas

VanEck Model Portfolios Added to Envestnet Wealth Platform

The two models now available via the Envestnet platform are the VanEck Morningstar Wide Moat Strategy and the VanEck Municipal Allocation Strategy.

Peter Babej: Citi’s Asia chief eyes regional opportunity

Asia is no normal region for Citi.

Look for Value in True Growth or Solid Dividends

Over the longer term, we completely accept very low interest rates are a boon for true growth stocks such as tech companies, but we should not forget emerging markets.

President-proof your wealth, investors warned

The warning from Nigel Green, chief executive and founder of deVere Group, comes with just 84 days to go until the U.S. Presidential election on November 3.

Sanctuary Wealth Expands International Network Capabilities

Merrill Veteran Susan Graybeal Joins Team Offering Partnered Independence to Advisors Working with Offshore Clients

Canaccord Genuity Group Inc. Reports First Quarter Fiscal 2021 Results

The Company's effective tax rate returned to a normalized level of 22%, following the recognition of deferred tax assets in fiscal 2020 that had previously been unrecognized due to historical losses.

Bank of America targets $3,000/oz as gold shatters price record

The prediction comes after the precious metal passed the $2,000 mark for the first time.

Guggenheim Investments Announces August 2020 Closed-End Fund Distributions

The table below summarizes the distribution schedule for each closed-end fund (collectively, the “Funds” and each, a “Fund”).

How To Decide What Your Family Office Should Outsource

Half of these family offices have been established in the last 15 years, fueled by the global rise in the number of ultra-wealthy as well as dissatisfaction with the limitations of the off-the-shelf financial products and services provided by the financia

Research Findings: How Executives Make Wealth Decisions

The Northern Trust Institute is dedicated to helping executives achieve more with their wealth through tailored strategies backed by research and innovation.

Morgan Stanley Launches Property & Casualty Insurance for High Net Worth Clients

Firm collaborates with industry-leading insurance brokers HUB International, Marsh Private Client Services, and Willis Towers Watson to offer a comprehensive insurance solution

What the data tells us about the shape of the US economic recovery

Looking at high-frequency data in the US, the key question is whether momentum in consumer spending can be sustained.

HSBC Bank Canada Second Quarter 2020 Results

Operating income and expected credit losses show impact of COVID-19, customer deposits up significantly

Cary Street Partners Named to 2020 Financial Times 300 Top Registered Investment Advisers

This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.

FBB Capital Partners Named to 2020 Financial Times 300 Top Registered Investment Advisers

Bethesda-based firm with independent investment management and wealth advisory services makes sixth FT 300 list

Gold/Silver: the early stages of a long-term bull market

Despite the impressive 30% rally for gold and 70% rally in silver from the March lows, the precious metals are likely still in the early stages of a long-cycle bull market.

Miyashita named to Forbes list of top next-gen wealth advisers

Miyashita is adjunct faculty and an international conference speaker for the Asia Pacific Association for Fiduciary Studies.

Growing Smart(ly) in a Way That Matters

Pathstone Announces the Addition of Cornerstone

Gold has ‘no role’ in portfolio of wealthy clients, says Goldman manager

‘Our view is that gold is only appropriate if you have a very strong view that the U.S. dollar is going to be debased. We don’t have that view,’ says Mossavar-Rahmani

Hightower Makes Strategic Investment in Private Vista

Private Vista is Hightower's 4th transaction in 2020. Including this transaction, Hightower now has 109 advisory businesses in 33 states.

Wealth and Asset Management