Managers of Wealth Americas

Vanguard to accelerate wealth management drive in restructuring

World’s second-biggest asset manager will break advice business into separate unit

Everest Group Positions Broadridge in the Highest Leader Position in Market Impact and as a Star Performer in Wealth Management Products PEAK Matrix® Assessment 2024

Everest Group PEAK Matrix® highlights Broadridge’s relative market success and overall capability of technology based on performance, experiences, ability, and knowledge

Active ETFs gain ground on more passive benchmark trackers

Global assets have tripled since 2018 as many consider they show greater promise than more traditional mutual funds

Wealth management a key growth target for CIBC as banking group reports earnings

Third big six Canadian bank announces earnings for the fourth quarter

J.P. Morgan’s data platform to incorporate FactSet analytics

The move helps clients focus on investment insights and alpha generation while leveraging modern data management.

Choreo unveils tax platform to shift wealth management

New automated solution enhances tax-aware investment strategies, saving time for advisers and maximising benefits for clients.

Concurrent Snags Six New Advisors, $885M in AUM

The new hires, who come from various firms, have joined the multi-custodial hybrid RIA co-founded by CEO Nate Lenz.

Newcomer RIA Serenus goes bicoastal with New York City office

Prior to Serenus, Mandl most recently served as managing director at Certuity

Dynasty Financial Partners and Nasdaq Private Market Announce Partnership to Connect Private Company Shareholders to Top Wealth Managers

This partnership will help NPM clients participating in private company secondary liquidity events have access to comprehensive investment and tax planning services to promote better financial futures for them and their families.

Wealth managers and financial advisers globally dial-up private markets allocations in response to shifting market dynamics

Two-thirds of wealth manager and financial adviser respondents highlight that the potential for higher returns than public markets is the most important benefit for investing in private markets for their clients

New Wealth Firm Launches With Plans to Buy Practices Where Founder Is Looking for an Exit

VestGen says its answer is to acquire a firm and serve as a sort of matchmaker

Wealth Firms Cozying to AI as Time Saved on Tasks Spurs Growth

Emerging artificial intelligence tools are simplifying portfolio construction and management and helping accelerate client growth.

Broadridge Tailored Shareholder Report Solution Wins Nicsa NOVA Innovation in Operations Award

The awards recognize best-in-class initiatives, technologies and leadership in the asset and wealth management industry.

Chubb's 2024 Wealth Report: Affluent Households Name Climate, Cyber and Collectibles Risks as Top Threats to Building and Maintaining Wealth

With 90% of respondents citing climate change as a leading concern, 92% fearing liability lawsuits, 81% of collectors worrying about theft, and a substantial insurance protection gap across critical areas

Wealth and Asset Management