Managers of Wealth Americas

Financial Designs Wealth Celebrates Doubling Assets Under Management In Under Three Years

The pair’s experience with financial planning and business ownership helps clients achieve their financial goals and peace of mind.

Enhancing the client experience drives operational growth

Creating greater and more efficient touch points with clients is key for advisors, says Snowden Lane COO.

d1g1t Unveils Wealth Management Billing Solution

Flexible, scalable revenue management solution drives operational excellence

Broadridge’s Securities-based Lending Capabilities and Wealth Lending Network Now Integrated with Morningstar Advisor Workstation

The collaboration enables independent advisors to deliver holistic advice across the full balance sheet with fully integrated SBL capabilities to see the borrowing power for portfolios

UBS shifts focus away from corporate bonds as yields drop, risks increase

Yields move inversely to prices.

Creating the Family Office Framework: Three Keys to RIA Success

Clients increasingly expect white-glove concierge services from their advisors.

Hightower Makes Strategic Investment in Charles D. Hyman & Co.

$2.3 Billion RIA has been advising families on their wealth for 30 years

HSBC Private Banking Cheuk Wan Fan Expects Fed to Start Rate Cut Cycle in Sep

Central bank rate cuts will have a positive impact on bond, equity and asset valuations.

Geopolitical risk prompts family offices to diversify investments

Municipal bonds tend to be very liquid instruments and are exempt from federal tax but can also be exempt from state and local taxes.

ZEDRA confirms completion of acquisition of Blackstones in Poland

Blackstones’ service offering includes accounting & reporting, HR & payroll, company formation and corporate services.

Family offices poised to outgrow hedge funds

The rise of family offices reflects two broader economic trends: technology and globalization, both of which have increasingly led to wealth being concentrated at the top.

Canaccord Genuity Group Inc. Announces Acquisition of Brooks Macdonald

The acquisition represents an important addition to the Company's international operations

BlackRock and Partners Group establish strategic partnership to transform retail wealth access to private markets

Positions BlackRock and Partners Group to capture accelerating growth in private markets and managed models

Private Bank Announces Financial Initiative To Support the Creative Community

Fieldpoint President and CEO Russ Holland noted that create! was inspired by the private bank’s immersion in the New York metro area and Atlanta

Titan Redefines Wealth Management with the Launch of Its Updated Platform for the Next Generation of High Earners

Titan Unveils Membership Plan and Titan Access

Apollo Is Selling $1 Billion a Month of Products to the Wealthy

Apollo has added about 200 people who work in wealth in the past three years

Wealth management veteran wants to help advisors share best practice

New peer-to-peer community launched by former LPL, Thrivent leader.

Brookfield to Invest Up to $1.1 Billion in Infinium to Scale Ultra-Low Carbon eFuels

Brookfield is a tremendous partner, and we are thrilled to secure this additional capital

September blues for tech unlikely to last

The FANG+, which tracks the top 10 most traded tech stocks, lost 6.2% over the week.

Amalia Todryk Named to BizTimes Milwaukee’s “Notable Women in Wealth Management”

Todryk is on the Milwaukee Symphony Orchestra’s Sound Legacy Campaign Committee and is a supporter of the Wisconsin Humane Society

Wealth and Asset Management