Managers of Wealth Americas

Raymond James Draws $435M Team from UBS

The New Jersey–based group joins Raymond James Financial Services, the firm’s independent advisor channel, according to Raymond James.

BMO Wealth Management Selects FactSet as Primary Market Data Provider

FactSet solutions deployed to BMO Wealth Management professionals to drive digital transformation

IG Wealth Management Announces Portfolio Management Changes

These changes reflect IG's ongoing commitment to continually enhancing its product shelf and will be described in further detail in an amendment to the prospectus and annual information form of the Funds.

What could a US recession mean for gold and gold equities?

We look at how gold and gold equities have fared historically during US recessions.

Charles Schwab snaps up The Family Wealth Alliance

Members of FWA can avail updated research and educational materials along with exclusive events and leader forums, among others.

New Partnership Integrates Alkymi Automation into Ledgex Platform to Raise Family Office Efficiency and Performance

Data Automation Heightens Cost Efficiency and Speeds Onboarding to Help Family Offices Take Advantage of Growing Market

Capital Group Selects SS&C to Provide Transfer Agency for U.K. Fund Launch

Leading investment management firm with USD2.1 trillion in AUM extends global technology partnership

Stifel CEO Wants Stock to Reach Morgan Stanley-esque Heights with Wealth Gains

Stifel’s Global Wealth Management division comprised 64% of its parent company’s revenue in 2022.

The Charles Schwab Corporation Expands Capabilities to Serve Multifamily and Single Family Offices Through Acquisition of The Family Wealth Alliance

Schwab Advisor Services and The Family Wealth Alliance will continue mutual focus on building community and offering value-added knowledge and resources for multifamily and single family wealth firms

UBS Advisor Team Highbridge Wealth Management Named to the Forbes Best-In-State Wealth Management Teams List

Founded with a focus on individual wealth management, Highbridge Wealth Management has grown into a multi-generational team and includes Financial Advisors Mark Kever, Shawn Nicholas, Mark Hagan, Megan Portacci and Byron Brooks.

16 UBS advisor teams in the Philadelphia D.C. Wealth Management Market named to the Forbes Best-in-State Wealth Management Teams List

These advisors are some of the best in the business and we congratulate each of them for this notable industry recognition

Seventy2 Capital Named in Forbes 2023 Best-In-State Wealth Management Teams

Despite a difficult market, Seventy2 Capital had a strong year.

UBS Advisor Team The Matthews Group Named to the Forbes Best-In-State Wealth Management Teams List

The team was also named to the Forbes America’s Top Wealth Management Teams, Private Wealth list for 2022, as the only advisor team in Washington state named to the list.

Next-Gen Advisors Say They Are Ready (Predecessors Not So Sure)

Outlining clear expectations, providing mentorship and being receptive to new ideas posed by next-gen advisors can help facilitate a smooth succession, industry executives say.

J.P. Morgan Asset Management Receives Regulatory Approval for 100% Ownership of China Joint Venture

All CIFM employees will also eventually relocate to join J.P. Morgan at Shanghai Tower, an iconic building in the Lujiazui Financial Zone in Pudong District, the center of Shanghai's financial industry.

Goldman Sachs to cut asset management investments that weighed on earnings

Goldman had a dismal fourth quarter, missing Wall Street profit targets by a wide margin.

Mercer Advisors Refreshes Brand with a Modern Approach to Wealth Management

New brand update communicates a differentiated offering, the value of fiduciary advice, and the continued evolution of Mercer Advisors as a National RIA firm

For The Wealthy, Technology Cannot Replace Advisors (Yet)

Even then, the wealthy will be relying on various private wealth professionals for the implementation of wealth management solutions. Another consideration is that it is very likely that many of the wealthy who choose to rely on wealth tech sans advisors

FNZ to acquire YieldX, accelerating the personalization of wealth management solutions across the U.S. market

The acquisition will further meet FNZ’s mission to deliver personalized investment solutions to more people across the wealth management industry.

IEQ Capital Welcomes Stone Point Capital as Strategic Partner

In conjunction with continued strong, organic growth, this partnership aims to accelerate IEQ's quest to transform traditional wealth management through a differentiated investment platform, idea-origination, and the ability to connect, communicate a

Wealth and Asset Management