Managers of Wealth Americas

The eight asset managers most committed to ESG

Morningstar has ranked 108 asset managers based on their processes, resources and track record in ESG.

UBS just smashed JPMorgan’s record for quarterly bank profit

Global firm's wealth management unit was among its star performers.

Weil Advises Goldman Sachs in Sale of Its Personal Financial Unit to Creative Planning

Creative Planning’s wealth management teams will continue to have access to investment solutions and services from Goldman Sachs Asset Management as it builds a leading investment management platform.

BMO, Scotiabank earnings highlight pressure for wealth management units

Latest earnings results for Canadian big banks reflect challenging market conditions

Lula Signs Provisional Measure to Tax Super-Rich Funds

President sanctions proposal that created a new value policy for the minimum wage and increased the Income Tax exemption range

Bogart Wealth Named to Top Financial Advisor in Forbes

CEO James Bogart named top Next-Gen Wealth Advisor in Virginia, plus named a finalist in ThinkAdvisor Luminaries Awards

Setting the bar for elite wealth management in a niche market

Stenner and his team understand the value of proactive service

Goldman Sachs Sells Wealth Management Division

Goldman's recent foray into retail banking with the unwashed masses has been like asking a French chef to start slinging hot dogs -- nobody on either side of the equation is very happy.

Raymond James study: What rich clients need in estate planning

According to Raymond James, that's where financial advisors today can offer some of the most value to wealthy clients — filling in those common service gaps.

Goldman Sachs and Creative Planning Announce Agreement to Acquire Goldman Sachs Personal Financial Management Business

Goldman Sachs Asset Management and Creative Planning to Enter into Strategic Distribution Agreement

Steve Drizos of Liberty Wealth Strategies Speaks on Multi-Generational Wealth Planning

Helping preserve family generational wealth.

UBS Advisor Daniel Green Named to Forbes Top Next-Gen Wealth Advisors Best-In-State List

This is the fourth consecutive year that Daniel has appeared on the Forbes Next-Gen rankings.

Own Your Financial Future: Empowering the Next Generation of Stars

Discover how Morgan Stanley’s Money in the Making™ financial-education program empowers young stars in sports and entertainment to reach new heights.

Royal Bank of Canada Reports Third Quarter 2023 Results

The number of full-time equivalent (FTE) employees was down 1% from last quarter, and we expect to further reduce FTE by approximately 1-2% next quarter.

Apollon Wealth Management Brings In Midwest Wealth Management Firm Piershale Financial Group

The Piershale team is led by President Michael (Mike) Piershale

US dollar poised for a soft landing

lsewhere, their conviction in AI continues to improve.

BTG Pactual acquires Julius Baer-backed Brazil robo advisor

The Brazilian bank has acquired Magnetis, which is part-owned by Swiss wealth manager Julius Baer and is selling its stake.

RBC Q3 2023 net income +8% y-o-y, beats forecasts

Successful cost cutting and improved margins boost earnings in the quarter to end July at Royal Bank of Canada despite higher provisions

Is It Time To Consider A Multifamily Office?

It’s an assignment few individuals or families can successfully take on themselves.

Blackstone Is the First Alternative Asset Manager to Hit $1 Trillion AUM. So Where Does It Go From Here?

7 charts on Blackstone’s ‘no-stone-unturned’ approach.

Wealth and Asset Management