Managers of Wealth Americas

Akram & Associates continues to focus on emerging managers and US family offices

Pass-through entity owners can pay up to an effective tax rate up to 37 per cent on income.

TD launches Specialized Wealth Management and Business Banking Service for Health Care Professionals

New portfolio of services expands on the bank's expertise in serving the financial needs of Health Care Practitioners

U.S. Trust's Evan Beard Reveals How to be a Top Collector

Trust survey, more collectors are making art part of their wealth management strategy, and this newfound clout may be one reason why.

Kestra CEO James Poer wants to set the record straight on private equity

The 2016 bankruptcy case of RCS Capital, the firm which had bought Cetera from a past PE backer, does stand as a cautionary tale, he says.

Wealth manager to bolster US footprint

The opening of the Florida office will increase Glenmede’s branch network to eight.

Wealth manager to bolster US footprint

Glenmede currently works with a strong network of local Florida-based intermediaries and industry professionals.

Bigger is better in wealth management. Except when it’s not

Consider recent deals by two banks.

Santander in talks to acquire part of Julius Baer’s LatAm book

Among the 10 markets where it was looking to focus its growth efforts were Mexico, Chile, Brazil and Argentina.

TMF Group to buy FiduPerú, in deal aimed at expanding LATAM capital markets

TMF Group, a leading provider of high value business services to clients operating and investing globally, is to buy FiduPerú S.A., a Peruvian trust and fiduciary services specialist.

When investing turns into wealth management

The most obvious shift from investing to risk management is reflected in how assets are split between equities and fixed income.

Northern Capital Management Joins Kovitz Investment Group

The NCM team will remain intact and have access to additional resources, both financial and intellectual, through this transaction.

RBC ups efforts to recruit women as advisors

The wealth management industry has attempted to attract more women as well as minorities into the profession, which has long been dominated by white men.

Billionaires Leveraging Up in Case of Downturn, Banker Says

Steiner has expanded Abbot Downing into a $43 billion business since the brand started in 2012, and lending has increased by 5 percent in the past year, according to a spokeswoman.

BNY Mellon investing in more tech to boost private wealth and institutional business

The company is looking for Java full stack developers to enhance its private wealth management capabilities in New York

Cadaret, Grant Expands Wealth Management Platform - Launches Lending Solutions

These advanced lending capabilities will provide Cadaret, Grant advisors with the ability to structure personalized lending solutions to meet the ongoing needs of their high net worth clients

Why Canada's wealth management sector is ripe for disruption

Martin Pelletier: The banks are now using the disruption in the industry to increase their market share by consolidating the independents

Signature Family Wealth Advisors Joins Brown Advisory

The combined resources and expertise of Signature and Brown Advisory will enhance the platform for our industry-leading multi-family office service.”

Florida shop acquired by Forbes family office

Transaction will expand Forbes Family Trust’s footprint in U.S. market through established presences in New York, Philadelphia and Palm Beach, Fla.

Sanctuary Wealth Partners Expands its Platform with the Dual Launches of Sanctuary Tax and Family Office Services and Sanctuary Consulting Group

"We are now fully equipped to strengthen our overall platform and provide best-in-class, customized strategies to our Advisors, their clients, and businesses.”

One of the Fastest Growing RIA Firms Works with an In-House CPA

CPAs are traditionally compliance-oriented professionals focused on the correct application of tax law to file tax returns.

Wealth and Asset Management