Managers of Wealth Americas

Why CI Financial's CEO is staying the course, despite recent headwinds

Despite recent negative press, CEO is convinced his three-part strategy is working and sees a bright future

Putting The Elite In Elite Wealth Management

An often inconvenient truth of the wealth management industry is that ALL financial services and products are commodities.

Bank of America Private Bank, Merrill bulk up on ESG execs

Last week, the bank announced that it had created and filled a role focused on developing new ESG-themed products and encouraging advisors to apply ESG strategies in their practice.

Jupiter Asset Management Extends Relationship with SS&C

SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio

International wealth group opens Uruguay office

It will give the firm a physical presence in Latin America

Wealth management apps score highest satisfaction among younger users

Satisfaction was highest among Gen Y at an average score of 760 of 1,000, followed by Gen Z at a score of 720.

What are the exit opportunities for wealth managers?

If you're looking for a change, this field sets you up for many other options

Portfolio Commentary

The result season also concluded recently, and the earnings were a tad below expectations.

Clintsman Financial Planning to Join Focus Partner Firm Buckingham Strategic Wealth

This transaction is expected to close in the first quarter of 2023, subject to customary closing conditions.

Mission Wealth Receives 'Women to Watch' Ascension Award by InvestmentNews

The award further strengthens Mission Wealth's focus on providing exemplary financial services to women investors

Financial Experts Say These Assets Will Safeguard Client Money

We asked which assets will be the best store of wealth for the next decade.

Sanctuary Wealth Partner Firm Offers ESOP Expertise to Business Owner Clients as well as Other Sanctuary Partners

Questar Capital Partners is now positioned to share their experience with other Sanctuary partners to deliver an innovative succession/estate planning tool

Jeff Grinspoon of VWG Wealth Management, A Hightower Advisory Business, Wins 'Male Ally' Award from Savvy Ladies

The award recognizes men in the financial industry who go above and beyond to support their female colleagues

UBS advisor David W. Ellis III named to the Forbes America’s Top 250 Wealth Advisors list

With more than 30 years of experience in financial services, David and his team, the Ellis Group, provide asset management and wealth management services for individuals, families and organizations.

Tactical US Equity Themes: 4 key opportunities

Last week's softer than expected inflation reading has prompted a dramatic shift in financial markets.

Don’t chase China market rebound as weak foundation attracts stock bears, JPMorgan says

The view may pour cold water on the market’s new-found optimism among analysts and money managers including Goldman Sachs and Allianz Global Investors.

When will growth reaccelerate?

Tight US monetary policy, the energy crisis in Europe, and ongoing COVID-19 and property market challenges in China are likely to contribute to lower economic growth and earnings declines in 2023.

Spectrum Wealth Management Joins Focus Financial

The $1 billion AUM, Indianapolis-based firm will become the 89th partner on the Focus Financial platform.

Scotia Global Asset Management honoured to be recognized at the 2022 Refinitiv Lipper Fund Awards

In addition, Scotia Global Asset Management's investment teams also received recognition by Refinitiv Lipper with 7 individual mutual fund and ETF awards across 6 categories.

North America Family Office Report 2022: Risk reduction, a focus on private equity and a move towards sustainable investing

“In turn, while family offices are more careful about de-risking their portfolios this year, they are also likely to maintain a reasonable level of growth-oriented investments and to be on the lookout for opportunistic deals.

Wealth and Asset Management