Managers of Wealth Americas

Adding Value for the Next Generation of Wealth Management

Olivia Eisinger, GM of Advisory at Apex Fintech Solutions, discusses how advisory firms can become a destination for top next-gen talent.

Franklin Templeton calls time on Euro Core Plus Bond fund

Firm to rationalise Western Asset fund following review.

Gavin Financial Group joins Wealth Enhancement Group

Gregory succeeds Milroy as 1st State Bank president; Seals becomes leader of Saginaw Co. Chamber of Commerce

Election risk in the driving seat for the US dollar

Political risk will be an important dollar driver in the months ahead.

Assante Advisor Tina Tehranchian to receive Lifetime Achievement Award from the International Association of Top Professionals

She is truly a leader in both our industry and in public life.

What will happen to RBC, National Bank after mega acquisitions?

Blackstone snaps up ‘circular’ private equity credit risk

The US buyout group has become one of the biggest buyers of a fast-growing type of risk transfer product

Evidence continues to support a start to Fed easing later this year

US 10-year yields fell 15 basis points in June, following a drop of 17 basis points in May.

UBS Advisor David Schachter Named to the Forbes Best-In-State Wealth Advisors list

He is a hard-working, tireless advocate for his clients who will stop at nothing to provide the best of UBS to his clients.

Are team-based advisory practices better positioned for growth?

This trend is even more pronounced among the largest advisory practices: 94.5% of practices with more than $500 million in AUM operate in a team-based structure, compared to only 5.5% that are solo practitioners.

Private banks professionalise philanthropy services

Private banks are increasingly seeing philanthropy as a way to encourage deeper engagement with wealthy family investors, particularly when dealing with the hard-to-please ‘next generation’ of clients.

Mastering wealth management: the quantitative modelling advantage

Wealth managers, advisors and investors alike need the right tools if they are to successfully sift through, analyse and interpret volumes of data

Countiss Wealth Management launches to serve the multi-generational planning needs of families and business owners

By creating their own independent financial advising practice, Dan Countiss and Olivia Countiss can now work together as a team

Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards

Firm’s home-grown “Rise to Elite” program helps Financial Professionals grow their practice

Global Private Banking Market is Anticipated to Witness CAGR of 10.4% over the Forecast Period (2024 – 2034): A Report by The Niche Research

Increasing Number of High-Net-Worth Individuals Seeking Personalized Financial Services and Wealth Management Solutions to Drive Growth in the Private Banking Market

Heather Krause named to the Forbes Top Women Wealth Advisors Best-In-State list

This is the second year in a row that she has been named to this list.

Emerging markets are losing their attraction for family offices

Underperformance, geopolitical risk and foreign exchange volatility sends investors seeking US large-cap stocks

Wealth Enhancement Group Grows by Adding Starfox Financial Services, LLC, an Independent RIA with Over $254 Million in Client Assets

This partnership increases Wealth Enhancement Group's presence in the Lone Star State and brings the firm's total client assets to more than $85.3 billion.

Citi’s Ivan Moiseeff joins $4.5 billion Miami shop

The top executive from Citi has joined Azura Partners as a partner in its Miami office, effective immediately Citywire Americas has learned.

Survey details 'stark differences' between younger and older wealthy investors

Young, wealthy investors are increasingly skeptical that a traditional mix of stocks and bonds will generate above-average returns.

Wealth and Asset Management