Managers of Wealth Americas

Northern Trust boss: we’re only human after all

One of the key lessons of economic history is that technology alone cannot determine investment performance

Knights of Columbus Asset Advisors Selects SEI for Custody and Technology

Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership

Global family offices open more physical offices in different jurisdictions

But 57% said more offices were needed as investment portfolios have diversified or become more sophisticated and 41% have done so in response to risk posed by geopolitical issues.

Over 25% of HNW Baby Boomers lack savings for later-life care costs

More than a quarter of wealthy Baby Boomers have not set up money for their future medical expenses.

EP Wealth Advisors Continues National Expansion With Acquisition of Atlanta-Based CornerCap Investment Counsel

Partnership is EP’s largest in the Southeast – adds talent and tools to enhance current offerings

AllianceBernstein and Bernstein Private Wealth Management Unveil New Office in New York City

New location in Hudson Yards deepens firm’s presence in New York City and reaffirms commitment to tech advancements to enhance client and employee experience

BNY to launch Alts Bridge wealth platform for private markets

Alts Bridge creates a powerful solution for investors, advisors, and the home office.

Wealth Management Institute: Boosting Capabilities for Strategic Investing for Family Offices

At this year's GFO Summit, WMI announced that it has exceeded its target of 5,000 enrolments in family office education programmes, achieving this milestone ahead of the 2025 schedule.

Will the Fed cut interest rates by 0.5% right away? More from our Global CIO Private Bank, Michael Strobaek

Many experts were sure at the time that this massive increase in the cost of credit would completely stifle economic growth in the USA – and this fear still exists.

Broadridge Recognized as a Leader in Financial Services for Communications Experience Platforms and Communications Outsourcing

Aspire Leaderboard placements highlight Broadridge’s strength in driving strategic communications experience and direction for customers globally

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

Wealth and Asset Management