Managers of Wealth Americas

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

World Gold Council and State Street Global Advisors Announce the Launch of GLDW, the First US-Listed Gold-Backed ETF Designed for a Strong US Dollar Environment

GLDW Designed to Help Investors Access the Potential Benefits of Gold and Counter the Historically Negative Correlation Between a Strengthening US Dollar and Gold Prices

Savior of Private Banking?

Why is UBS so concerned about how comfortable the wealthy feel investing?

America's billionaires add a combined $15.8BN to their net worth during Donald Trump's first week in office

Trump's first week in office saw a rise in profits for America's wealthiest

Why Canada’s startups should look to Asia for investors

Common among this new community of wealthy Asian investors is an appetite for alternative asset-class investments both domestically and internationally.

UBS hopes Trump-led rally will help boost wealth management

We have begun to observe improved investor confidence.

FactSet Strengthens Global Wealth Management Offering, Agrees to Acquire Interactive Data Managed Solutions

Wealth management is an area of strong, continued growth

BNY Mellon Wealth Management takes a chance on North Virginia

The office has five staff members but expects to add eight more as it grows over the next couple of years, according to BNY Mellon.

Private Client Group announces record quarterly net revenues

Record quarterly net revenues of $1.04 billion, up 19 percent over the prior year’s fiscal first quarter and 8 percent over the preceding quarter

Modera Wealth And Cambridge Wealth Unite

The two have been discussing the merger for several years.

RBC Wealth Management-U.S. kicks off series of investments in holistic wealth planning with roll-out of MoneyGuidePro®

The new system allows advisors to better help clients identify, quantify and prioritize their goals.

Family offices see event driven hedge funds, emerging markets as promising in 2017

The result of the survey revealed a diverging outlook for 2017 taken by managers, family offices and funds of funds.

Wealth Access Experiencing Strong Growth, Rapid Adoption in Wealth Management Industry

Wealth Access innovative platform has been recognized with multi-awards in 2016.

Wealth and Asset Management