Managers of Wealth Americas

Envestnet Earns Recognition as Finalist for Seven Wealth Management Awards

Known as the “Wealthies,” these awards highlight companies and individuals driving success in the financial advisory sector.

AI Parameters Make Wealth Management Unrestricted by Time and Expertise

Now, with the integration of AI, big data, and other technologies, wealth management is becoming smarter, more personalized, and more efficient.

Swiss Asset Manager GAM to Expand US Team With Miami Office

The move was driven by demand from US offshore clients, mostly in Latin America

Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, Family Enterprise USA Survey Finds

Accounting, Administrative, Household Services Rank as Highest Needs

Sequoia Financial Group and Top 20 Accounting Firm Eide Bailly Form Wealth Management Partnership

The firms expect the transaction to close in the fourth quarter.

Family-Office War Chests Keep Shrinking. Here’s Where They Put That Capital to Work.

The investment offices of even the largest families are far more nimble than institutions, positioning them to quickly put money to work and pounce on opportunities.

Evelyn Partners adds 2 funds to Sustainable MPS in rebalance

The team also added to its positions in the FTGF ClearBridge US Equity Sustainability Leaders and Brown US Sustainable Growth funds.

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%.

Wealth and Asset Management