Managers of Wealth Americas

Kestra Financial Welcomes $400 Million Lodi Wealth Advisors

By joining Kestra Financial, Lodi Wealth Advisors aims to grow its company while continuing to provide quality service to its clients.

Wells Fargo fires employees for 'simulating' keyboard activity

They emerged at the same time as some employers began stepping up their use of technology to track things such as keystrokes and eye movements.

Fidelity and Envestnet Launch Joint Wealth Management Platform

Fidelity and Envestnet said they were combining technology and service with proprietary data management and investment solutions to help firms and their advisors embrace this industry shift.

Advisors Reveal The 'Secret Sauce' To Servicing The Ultra-Wealthy

The way firms develop these attributes will vary, but they’ll all need to create a clearly identifiable brand if they’re to serve clients with $25 million or so in assets.

The Harbourfront Group Announces Acquisition of Investment Management Firm Cornerstone Investment Counsel

Harbourfront’s acquisition of Cornerstone adds a material amount of assets under administration and revenue to the greater Harbourfront platform.

JFS Wealth Advisors' Sean Gibbon named to AICPA Standing Ovation Recognition Program

Wealth Advisor recognized for his exemplary professional achievements

Goldman Sachs Asset Management Announces Liquidation of Goldman Sachs Defensive Equity ETF

The Fund’s shares will no longer trade on NYSE Arca after market close on July 12, 2024, and the shares will subsequently be de-listed.

Goldman Sachs aims to double lending to wealthy private bank clients

Goldman declined to quantify the full scope of its lending to wealthy clients, who typically have a net worth of at least $30 million

Citigroup's Wealth Management Division Grappling With Efficiency Issues

The findings reveal Citigroup's performance lags behind its peers, specifically in critical operational aspects.

Philanthropist Christina Lewis Launches Beatrice Advisors, a Multifamily Office for the Next Generation

The firm provides high-quality financial services to a new generation of wealthy individuals and families with the goal of making wealth management more accessible.

Harnessing AI and emerging technologies: applications in wealth management

Croesus' Maxime Dumas on leveraging advanced financial tools to enhance advisor capabilities and gain competitive advantage

Eton Advisors boosts UHNW capabilities with family office veteran

The MFO is welcoming Tamara Surratt, the founder and CEO of Legacy Family Office, which has more than $2B in AUM.

Altrata Report Reveals $31 Trillion in Generational Wealth Transfers by 2033

More than a quarter of world's wealthy worth $5m+ will pass on their fortunes in the next 10 years. Gen X as the primary beneficiaries.

BNY Mellon rebrands as BNY

Under the updated company umbrella brand, BNY Mellon Investment Management and BNY Mellon Wealth Management will be shortened to BNY Investments and BNY Wealth

Raymond James welcomes $200M Wells Fargo advisor

The independent wealth giant’s newest addition is joining its employee advisor arm in Michigan.

Insigneo celebrates expansion with Laredo branch

The establishment of this branch comes after the firm announced last year

From and within the US, the equities rally has ‘finally expanded’: Indosuez Wealth Management

Europe’s first-quarter earnings season, now drawing to a close, was better than expected, says Corrieras.

Family offices are planning big investments in private companies

Private companies are increasingly attracted to family offices as banks tighten lending and private equity firms do fewer deals.

Secrets For Wealth Reveals Expert Tips on Selecting the Trustworthy Wealth Management Firm for Financial Goals

The team at Secrets for Wealth comprises experienced investment professionals with a wealth of knowledge and expertise.

J.P. Morgan Private Bank releases 2024 Mid-Year Outlook

To navigate the global economic and investment landscape, J.P. Morgan Private Bank's 2024 Mid-Year Investments Outlook highlights five important themes.

Wealth and Asset Management