Managers of Wealth Americas

Broadridge Launches Securities Lending Assessment Solution for Mutual Funds

The Securities Lending Board Insights reports are designed specifically for those who oversee (rather than carry out) securities lending arrangements.

MCM Wealth Unveils New Website for Protective Alternative Investments

Wealth Management Firm Helps Investors Build Portfolios That Perform Well in All Market Conditions

JPMorgan’s Wealth Target: 6,500 Advisors by Year-End

The majority are bank branch-based advisors in its mass-affluent Chase Private Client group, with about 2,800 additional advisers on JPMorgan Private Bank or J.P. Morgan Securities teams servicing high- and ultra-high-net worth clients.

UBS Private Wealth Advisor Michael Matthews, Named #2 in Washington State

Michael has over 30 years of experience and is the founder of The Matthews Group at UBS.

Asia’s global families and ESG driving Canadian private bank

Royal Bank of Canada Wealth Management sees the Asian wealth market as a key plank for a true global product offering, with the next generation of wealth holding different values

New York Private Bank & Trust Forms Strategic Partnership With NorthRock Partners

The release pointed out that most recently, Howard Milstein and NYPB&T have increased their holdings in the golf world, including ownership of GOLF Magazine, GOLF.com, and the Nicklaus Companies (in partnership with legendary golfer Jack Nicklaus.

Cerity Partners Acquires Blue Prairie Group, Creating $21 Billion RIA

Cerity Partners was founded in 2009 with the mission to positively impact the financial wellbeing of its clients

Nicola Wealth Unveils a New Brand Positioning as It Celebrates 25 Years of Serving Clients

This is an exciting moment in the evolution of our firm,” says President David Sung.

New York Private Bank & Trust Forms strategic Partnership

Emigrant Partners make minority investment in growing Midwest advisory firm

Beacon Pointe Wealth Advisors Announces Merger with Heller Wealth Advisors

A Foothold in the Tri-State Area: Beacon Pointe's Largest Deal to Date

Wealth Advisory Firm Halbert Hargrove Launches Refreshed Brand

The new brand reinforces the firm's focus on longevity

New York-based wealth manager takes big step into the retirement plan space

Cerity Partners now advises on more than $21 billion in client assets across 6 locations

Wealth Management | Selling Advice Rather than Products

Today’s clients have tons of free data but still want financial strategy advice

HSBC Enhances Two Fixed Income Funds

It is now benchmarked to the Bloomberg Barclays US Aggregate Bond Index.

Westwood launches Sensible Fees for active investors

“Fees in efficient asset classes should reflect the market rate for beta at a low cost, while aligning active fees to solve for the probability of outperformance and favourable outcomes.”

Will Renewed Interest in Digital Assets by Banks Drive Crypto Adoption in 2019?

This is despite the fact that JP Morgan CEO, Jamie Dimon, despite supporting blockchain technology, has been a consistenly harsh critic of bitcoin and cryptocurrencies.

Citi launches new Citi Wealth Advisor digital financial planner and commission-free ETF trading

With Citi Wealth Advisor, clients select their goals to create their financial roadmap, showing them how to achieve their goals.

Morgan Stanley Wealth Management Names 18 to MAKERS Class of 2019

We congratulate these ground breakers, innovators and advocates who advance our mission to be the firm of choice for women employees and clients

‘Where have you been all day?’ Why advisors may be taking unusually long lunches

Consequently, advisory firms are offering more generous non-cash perks and innovative incentives to attract and retain professionals in the tight labor market.

NBA Star Launches RIA For Sudden Wealth Recipients

We will not only focus on helping athletes manage their money, but all types of sudden wealth recipients

Wealth and Asset Management