Managers of Wealth Americas

UBS Financial Advisor Warren Coughlin Named to the Forbes Top Next-Gen Best-in-State Wealth Advisor List

This is Warren's third inclusion on the list.

Merrill Earnings Highlight Size of New Clients, Not Quantity

In the third quarter, the wirehouse doubled the number of net new clients with $10 million or more in assets from a year ago.

Head of Fidelity-Owned Group of 1,700 Family Offices Departs

The US fund giant plans in coming months to announce a new head of the group, whose membership includes more than 1,700 family offices

Citigroup Inc Q3 2024 Earnings Call Highlights: Strong Revenue Growth Amidst Mixed Performance

The wealth management division saw revenues increase by 9%, with client investment assets growing by 24%.

Wealth Managers Call on Asset Managers to Bolster Product Specialist Talent, New MMI-Broadridge Survey Reveals

74% of wealth managers urge an increase in product specialists from asset managers

Latin America: The New Wealth Battleground

Multinational and behemoth private banks increasingly view Latin America as a cornerstone of their growth strategy.

Apollo Launches Evergreen Secondaries Products for Global Wealth Investors

ASPM offers a differentiated approach to secondaries

Wealth Management Advisory Market Size and Industry Growth

This report aims to provide a detailed exploration of the Wealth Management Advisory market, offering insights into its growth trajectory, key drivers, challenges, and strategic opportunities.

RBC Wealth Management receives Financial Planning’s Innovator of the Year Award for technology advancements

The firm’s two awards were for client engagement for its AI-Powered Insights program and marketing for its Campaign Central marketing platform for financial advisors.

Vontobel co-CEO: 'I'm not overthrown by tough markets'

Vontobel was recently granted a Type 9 license in Hong Kong, and has hired a new intermediaries head for Asia.

Citi and Mastercard Join Forces to Transform Global Cross-Border Payments

Citi is the first global bank to enable cross-border payments to Mastercard debit cards

Fairway Wealth Management Named to Forbes 2024 Top RIA Firms List

The annual Forbes/SHOOK Top RIA list highlights the top 250 advisory firms that have a proven history in managing and preserving client wealth long-term.

Envestnet accelerates product enhancements and builds out distribution capabilities

More than two-thirds of investable assets are now tied to HNW and UHNW investors.

Five UBS Financial Advisors in the Pacific Desert Market Recognized by Forbes as Top Next-Gen Advisors

Of the five, Phoenix based advisor Stockton Schultz also ranked 34th nationally on the Forbes America's Top Next-Gen Wealth Advisors list.

Wealth managers weigh election strategies as vote approaches

Financial advisors are not immune to the upcoming election.

The convergence of health, wealth and longevity services

The critical role of empathy in client relationships

A culture of empathy also extends to employees.

JPMorgan net income falls as bank sets aside more money to cover potential bad loans

JPMorgan CEO Jamie Dimon said the bank continues to monitor geopolitical tensions that he called “treacherous and getting worse.”

StepStone Private Wealth Surpasses $5 Billion in AUM Milestone

Powered by StepStone Group, one of the largest global institutional allocators to the private markets, SPW was founded in 2019 to expand access to these assets for the private wealth market.

Williams Jones Wealth Management Named to Forbes 2024 America's Top RIA Firms List

Forbes rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm

Wealth and Asset Management