Managers of Wealth Americas

$7.8bn Perigon signs on to use Zoe Financial’s digital wealth platform

The Constellation Wealth Capital-backed RIA will place new advisory clients — gained both organically and inorganically — on the Zoe Wealth platform.

Positioning portfolios for a likely pickup in volatility

US equities started the week at fresh record highs, with the S&P 500 and the Nasdaq rising amid increased market confidence of a Federal Reserve rate cut in the coming months.

Global Financial Wealth Rebounds by 7% in 2023, Driven by Buoyant Equity Markets

Over the next five years, an estimated $92 trillion of financial wealth will be created.

Huntington Private Bank wins two Wealth for Good Awards

Huntington's wealth-management business recognized for inclusion and thought leadership

The Family-Office Boom Is Proving Hugely Positive for Alternative Investments

And with private-equity firms clamouring to catch the attention of this once-overlooked segment of the wealth-management industry, that boom could well continue for some time to come.

When it comes to financial advisor success, wealth management consultants are key players at RBC Wealth Management

We want to help financial advisors build their business in a way that’s meaningful to them

Three reasons why investing in people matters

Investing in themes like "Diversity and Equality" can also be a way to identify companies focused on employee retention and productivity.

Why the CEO of a woman-focused investing firm is still all-in on remote work

Krawcheck says an all-remote office helped with recruiting, as the firm could pick the best applicants regardless of their location, and also made everyone more effective.

Wealth managers bullish on equities as elections come and go

The swing in positive sentiment suggests that investment managers are unfazed by this year’s election fever and have greater clarity on the direction of travel for interest rates and inflation

Adams Brown recognized for wealth management excellence

Recognized for their excellence, Accounting Today has named Adams Brown Wealth Consultants as a Top Firm by Assets Under Management (AUM): Wealth Magnets.

Broadridge Adds Values-Based Investing Tool into Advisor Platform, Enabling Enhanced Advisor-Client Experiences

Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values

Consider taking advantage of current attractive yields

Central bank rate cuts are starting. And economic growth is robust, keeping default rates low.

Family offices plugged into tech investing, says Pepper International CEO

Family office advisor Carol Pepper shines a spotlight on how today's 'Rockefellers' are protecting and growing their family fortunes.

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

Wealth and Asset Management