Managers of Wealth Americas

Steward Partners Celebrates Advisor Partners Named to 2024 Forbes/SHOOK Best-In-State Next-Gen Wealth Advisors List

Three Steward advisors earn place on prestigious list honoring advisors under 40

Gateway Financial Partners Establishes Partnership with Wealth.com

Gateway advisors gain access to innovative, next-generation estate-planning tools and resources

U.S. has more 401(k) millionaires than ever, report shows

Nearly 399,000 Americans also have a least $1 million in an individual retirement account.

Too far, too fast? The dollar in decline

That is largely explained by differences in central bank policies, and we argue, demands a rather nuanced outlook on the US currency.

Independent Investment Advisors Offers a Holistic Approach to Wealth Management

Independent Investment Advisors works with high-net-worth individuals, families, and small business owners to help them manage every aspect of their finances.

National Bank of Canada's profit rises on wealth management, markets strength

The bank's adjusted profit rose to C$960 million

The Oasis Group Launches Research Series Analyzing Custodian Platforms and Other Wealth Management Service Providers

While the wealth management marketplace has several opinion-based research studies, The Oasis Group’s research is based on a comparison of the capabilities of each service provider

How Merrill and Bank of America Private Bank Empower Women to Make a Mark

Only 28% of women feel empowered to take action with their finances

Wealth management & taxes: planning for financial prosperity

Working with an advisor and proactively investing in wealth management tax strategies could substantially lower how much you and your family members owe.

Mark Tibergien Recognized with Lifetime Achievement Award at the 2024 Wealth Management Industry Awards

Tibergien will be presented the lifetime achievement award at the upcoming Wealth Management Industry Awards celebration

Four UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List

Developing the next generation of financial advisors is a top priority for our team

Baird nabs $206M advisor from RBC

The employee-owned firm is building on its 50-year presence in Minnesota with its latest veteran addition.

UBS Wealth Management raises odds of U.S. recession to 25% from 20%

Earlier this month, J.P. Morgan raised the odds of U.S. recession by the year-end to 35% citing easing labor market pressures, while Goldman Sachs lowered its probability of a recession in the next 12 months to 20%.

Explosive Growth of Crypto Millionaires in 2024

Volek concludes that as the lines between traditional and digital finance continue to blur, the synergy between investment migration and cryptocurrencies grows stronger.

McGuire Wealth Management Focuses on the Role of Millennials and Gen Z in Transforming Financial Management

Traditional savings accounts, while still relevant, have also evolved to meet the needs of younger users.

Santander to convert its office space in Miami into 41-story tower with combined office and retail space

Construction will have the highest international standards for sustainable construction and office and retail space to third-party tenants.

Advisors offer suggestions for navigating the family office

Wealth managers weigh in on the pros and cons of dealing with family office managers instead of directly with clients.

Moody's Says Cash Sweep Backlash Could Hurt Wealth Managers' Credit

Typically these accounts aren’t for long-term investing but instead hold short-term proceeds from things like dividends or interest or monies for commission payments.

How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's Flanagan

Flanagan believes that women indeed want to educate and prepare their families for that transfer.

Best wealth management firms of August 2024

Each wealth management firm offers different services at different price points. Finding the right one requires research and comparison.

Wealth and Asset Management