Managers of Wealth Americas

Time in the market is better than trying to time the market

In order to add any value versus a buy-and-hold strategy, you would need to sell high and buy low with the right timing.

Record 31 J.P. Morgan Wealth Management Advisors Selected for Forbes’ Top Next-Gen List

Half of them repeat on this Forbes top ranking; three make it into the top 100

Wealth Management Awards 2024 presenta Skandia

Manuel Felipe Garcia: "Investors always seek education, they seek guidance and we start from that"

Banks can attract the next generation with integrated wealth management and trust services

Some 7 in 10 younger customers prefer combining banking, trust and wealth management relationships.

Families advised to get governance right ahead of $83tn wealth transfer

Structures are needed to ensure that fortunes pass amicably to the next generation — and are not squandered

RBC WM: US Recession Risk Rises

The bank advises investors to exercise caution

Family offices are becoming more professional, but face 10 key challenges

New research finds improved governance, management, infrastructure.

Wealthy investors find opportunities in stock market sell-offs

A Deloitte survey found that family office holdings of equities fell from 34% to 25% from 2021 to 2023, while their private equity jumped from 22% in 2021 to 30% in 2023.

Fortitude Family Office Named 2024 WealthManagement.com Industry Award Finalist

Firm is recognized for its Fortitude Private Lending & Fortitude Real Estate Capital initiatives

AE Wealth Management Hits $30 Billion Milestone Plus Ranked Among Nation's Top RIAs

Since 2018, AEWM has averaged a 42 percent annual growth and, for the past seven years, has continued to rise in the ranks of Top RIAs on this list.

Mission Wealth's Bryant Merryman Recognized on Forbes Best-In-State Next-Gen Advisors List for IL

Bryant Merryman has been an integral part of the Mission Wealth team

Canaccord’s expansion costs offset record wealth-segment revenue

Companywide revenue of $429 million was also below their expectations.

Brookfield Asset Profit Misses, Assets Hit About $1 Trillion

Brookfield is among the publicly traded alternative asset managers that have sought to reach the trillion-dollar mark, in part by expanding into new strategies.

75% of wealth managers have little to no gold exposure despite its strong performance

This asset class traditionally performs poorly in a higher interest rate environment because it doesn’t yield anything

A strategic appreciation of gold

Gold has been one of the best-performing assets of 2024.

Northern Trust Asset Management Strengthens Investment Stewardship Capabilities

NTAM Appoints Head of Global Stewardship; Unveils Proxy Voting Choice

SEI Unveils New Direct Index and Factor Investment Strategies

SEI-Managed Investment Options Bolster Choice, Control, and Customization in SMA and UMA Solutions Through Managed Accounts Program

Northern Trust tapped by True Potential for outsourced trading solutions

Northern Trust will provide services across equities, fixed income and exchange traded derivatives, with coverage from multiple trading locations.

Study shows SEC expected to be lenient on digital assets in the year ahead

The research found that 68% of those surveyed expect the SEC to ease regulations, while only 35% foresee stricter controls.

New solution launched to help clients sell high-asset estates and trust-owned properties

Family offices among intended users of first-of-kind operation.

Wealth and Asset Management