Managers of Wealth Americas

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.

Gold hits record high

Additionally, the dollar index dropped 0.6%, marking its fourth consecutive week of losses, enhancing gold's appeal to global investors.

Northern Trust Partners with Greenlight to Help Families Achieve Greater Financial Literacy

Northern Trust clients now have complimentary access to Greenlight’s award-winning family finance app and debit card, available through the Greenlight for Banks program.

Global Wealth Tax Could Raise $2.1 Trillion Annually for Climate Action and More

The two-tier tax system allows billionaires to pay tax rates that are half the rates paid by the rest of society

BlackRock unseats Grayscale Investments as biggest crypto asset manager

Grayscale, a US digital asset manager, gives investors exposure to cryptocurrency through its bitcoin and ethereum trusts.

NewEdge Wealth widens Florida footprint with HNW Merrill Lynch team

The RIA’s latest expansion in is led by two veteran advisors with more than half a century of collective experience.

Younger Americans opting to build wealth from collecting art

Additionally, they prefer "tangible assets" for their investments.

CIBC Asset Management Inc. announces the capping of certain Series of the CIBC 2025 Investment Grade Bond Fund Français

The Fund has grown rapidly in size, recently surpassing $1.5 billion in assets under management.

UBS Set to Sell Credit Suisse’s US Mortgage Servicing Business by Q1 2025

The transaction is anticipated to be completed in the first quarter of 2025.

UBS Joins Sweep-Rate Scramble, Projects Pr

The projected dent in profits lands as UBS' Americas wealth unit posted quarterly and year-on-year profit drops of 3.1% and 17.7%...

Wealth and Asset Management