Managers of Wealth Americas

RBC captures more than a dozen wealth management wins at 2017 Euromoney awards

Industry peers recognize RBC as the best Canadian private bank for 10th consecutive year

Profile Software presents its latest version of Axia with enhanced Wealth Management and Family Office functionality

Private equity funds incorporate special static data

Baltimore-area financial advisers react to Trump's hold on fiduciary rule

Advocates for the rule argue it would put everyday investors' interests ahead of the industry's.

BMO Asset Management to Launch New ETFs on NEO

BMO is a true leader when it comes to embracing innovation

Most HNW Americans Lack Adequate Succession Plans

Financial advisors may have an eager audience: 58% of the parents in the survey worldwide do believe a proper transfer strategy will ensure their wealth is passed on to their children, the survey found.

Wealthfront Puts More ‘Robo’ Into Financial Planning

Robo advisors automatically create and manage portfolios made up of low cost exchange traded funds

BankThink Millennials aren't the mystery they're made out to be

Millennials are characterized as “entitled,” “sheltered” and “narcissistic”

Apocalypse insurance becomes popular among ultra-wealthy Americans

The Doomsday Clock was just moved forward by another 30 seconds, bringing us two and a half minutes to midnight.

HighTower Welcomes Billion-Dollar Team in New York

Cognetic Capital's co-founders have almost 50 years of collective capital markets and family wealth advisory experience.

JPMorgan Asset Seeks $10 Billion Slice of Aussie Pension Funds

Beacon Hill Private Wealth Launches in Summit, N.J.

Tomas Geoghegan, CFP, MBA, a former Merrill Lynch and Morgan Stanley executive, develops an independent firm designed for high net worth and family office clients. The firm is supported by BAM Advisor Services, a leading turnkey asset management provider.

Brazil’s locals consolidate and fight for offshore

The two dominant wealth management operations, Itaú and Bradesco, bought the Brazilian banks of Citi and HSBC respectively.

Americans Aren't Ready For The Great Wealth Transfer

When it comes to financial education, it pays to start early, and advisors should play a meaningful role in ensuring that what’s taught is actually effective.

Bill Gates is going to become the world’s first trillionaire

We could get our first trillionaire in the next 25 years

Chubb Launches Services in Canada for High Net Worth, Family Office Clients

Canadian homeowner customers with residences in the United States are familiar with Signature Suite.

Cash held by global fund managers on the rise, BoAML survey

When the cash balance falls below 3.5%, a contrarian sell signal is generated.

Private Banking Meets Cross-Selling for JPMorgan’s Wealthy Clients

There’s nothing illegal about cross-selling.

Macro focus damaging returns in EMs

The multi-asset team have been adding to their emerging market exposure for more than a year.

Are Wealth Management Firm Owners Missing an Opportunity?

At our recent M&A Leaders Forum event, acquirers told us that they’re being much more selective as they consider which firms to target.

Raymond James Advisors Get a Robo

The new Connected Advisor platform will bridge automated technology and data analytics with existing client facing technology

Wealth and Asset Management