Managers of Wealth Americas

Foreign banks target Switzerland after UBS takeover of Credit Suisse

"When one player is absorbed, the musical chairs are being rearranged and that creates opportunities,"

Advantary Capital Services and Apex Group Announce Strategic Partnership to Expand Portfolio Company and Client Services

This partnership brings together the expertise of two industry leaders to empower businesses with the resources and support they need to thrive in today’s competitive landscape.

PCD Magazine article: The Big Interview with Crestbridge’s award winning CEO

A lawyer by training, Heather has featured in ePrivateclient’s 50 Most Influential List for five consecutive years and has been the recipient of a number of other prestigious awards and accolades.

Fidelity launches wealth manager

New CIRO firm, Fidelity Wealth, wants advisors who are thinking about retiring

Bridging the Advisory Gap Between Generations

LPL Financial's Jared Fingeret discusses the firm's acquisition strategy

Gen X stands to gain the most wealth from the $84 trillion wealth transfer

BofA Private Bank Study of Wealthy Americans Finds Generational Divide in Investing, Giving and Preserving Wealth

Millennials and Gen Z Allocate Three Times More of Their Investment Portfolios to Alternative Investments than Older Generations

The Henley Private Wealth Migration Report 2024

Head of Research at New World Wealth, Andrew Amoils, says the benefits of this migration of wealth and talent to these destination countries are significant and wide ranging.

Wealth managers look beyond falling rates and rising tensions

Clients’ investment portfolios are being designed to be resilient across multiple economic cycles

IG Wealth Management Announces Risk Rating Changes for Select Investment Solutions

There are no changes to the investment objectives, strategies or management of these funds.

Sarasota finance agency acquired by national wealth management firm

Minnesota-based Wealth Enhancement Group acquired Atlas Fiduciary Financial, which has offices in Sarasota as well as Oakland, New Jersey.

Healthy Enough to Work; Wealthy Enough to Retire?

Many executives keep their stock compensation separate from their other financial account statements and monthly valuations.

Advisory teams may have advantages in wealth transfer

Canaccord Genuity CEO & Head of Private Client Group explain why advisory teams can win as clients trim their service providers

China to see biggest millionaire exodus in 2024 as many head to U.S.

'Perfect storm' of tensions and uncertainty spurs record global wealth shift, report shows

NewEdge Advisors Welcomes $540 Million Stonebridge Financial Partners of Michigan

Wealth Management Firm Joins from Carson Wealth

Affluent Americans Confident in Their Money Management Skills

Nearly all (94%) affluent Americans expect to pass down wealth to heirs either during or after their lifetime.

Regenerative Visions For A Small Planet: Family Offices And Impact

This is partly due to regulation, a better understanding of what’s possible, more consensus on best practices and technology playing an enabling role.

Andy Sieg could be Citi's next CEO. First step: fix a broken business.

"It would be a terrifying position to be in, candidly," a senior wealth-management executive said.

Kestra Financial Welcomes $400 Million Lodi Wealth Advisors

By joining Kestra Financial, Lodi Wealth Advisors aims to grow its company while continuing to provide quality service to its clients.

Wells Fargo fires employees for 'simulating' keyboard activity

They emerged at the same time as some employers began stepping up their use of technology to track things such as keystrokes and eye movements.

Wealth and Asset Management