Managers of Wealth Americas

‘Normality has changed’: Brown Shipley rethinks 2023 strategy in new economic paradigm

The investment house aims to enhance its risk-adjusted returns by remaining defensive.

Northern Trust Named Best Digital Innovator, Best Private Bank for Digital Wealth Planning in North America from PWM

Financial Times Group Publication PWM Announces Wealth Tech Awards

Financial Advisors at Cardinal Point Wealth Management Stress Urgency of Will & Estate Planning for Canadians with U.S. Beneficiaries

The government uses three main criteria to determine who is considered a U.S. person and who may be subject to these taxes.

The State Bank Selects Ameriprise Financial to Manage its Investment Program

Partnership gives The State Bank clients access to impressive suite of solutions and services offered by Ameriprise Financial

Can Goldman Sachs and Citigroup catch up on hiring advisors?

Both banks have recently signaled their interest in bolstering their wealth management operations, but they can't snap their fingers and conjure financial advisors from thin air.

Wealth Management Platform Market is Projected to Surpass USD 10 Bn By 2032

These advancements have been assisting key players in revolutionizing new operating models to offer credits to several individuals and businesses.

LTX by Broadridge Launches BondGPTSM Powered by OpenAI GPT-4

Generative AI application available to LTX clients immediately will enhance liquidity and price discovery and fuel trading in the $10.3 trillion U.S. corporate bond market

Pershing X unveils wealth management platform

As part of its Wove debut, Pershing X also announced that BNY Mellon Advisors, Inc. will deliver investment solutions through the new platform by using an in-house team of senior investment professionals from across BNY Mellon.

UBS Financial Advisors in Southern California Named to the Forbes Best-in-State Wealth Advisors

The rankings, developed by SHOOK Research, are based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.

Citi CEO commits to China expansion, Beijing says

Fraser is the first foreign executive to meet Li since he assumed the role in May of overseeing China's multi-trillion dollar financial industry, excluding the securities sector.

FusionIQ Recognized as Finalist in Two Categories of the Wealth Management 2023 'Wealthies' Industry Awards

FusionIQ's finTAMP delivers the first true digital TAMP, integrating their all-in-one, multi-custodian advisor platform with end-to-end digital investment management technology.

Wells Fargo Launches Sports & Entertainment Program to meet unique wealth management needs

The SE-AWMA designation is the first-of-its-kind professional designation offered by the College for Financial Planning, a Kaplan company.

Mercer Advisors acquires RMR Wealth Advisors

With about $350m in assets under management, the owners serve over 150 clients alongside a team of advisers and support specialists.

J.P. Morgan Wealth Plan Recognized as Best Digital Initiative and Best Use of Technology

Banking Tech USA Awards Honored Wealth Plan for Expanding Access to Wealth Management

Barron’s names Wilde Wealth Management to Top 100 list

Barron’s published its first ranking in 2004.

Leading law firm for wealth management in Asia Pacific

With a private client and tax team of over 40 in Asia and over 200 across 17 offices globally, Withersworldwide continues to be the world's largest law firm for wealth management.

J.P. Morgan Private Bank releases Mid-Year Investments Outlook

Global investment strategists warn about "recession obsession" as long-term outlook has brightened despite a well-telegraphed downturn

Family offices prepare allocation shift as 'inflection point' nears

UBS report show that private equity and private debt are key areas for family offices across the world

IG Wealth launches new education resource for seniors

Wealth management firm joins with financial literacy non-profit to provide a program for seniors to keep on top of their finances

Mercer Advisors Acquires RMR Wealth Advisors, LLC

Expanding Mercer Advisors' Central U.S. Presence

Wealth and Asset Management