Managers of Wealth Americas

High-net-worth individuals and families have worrying gaps in their financial security

New report shows lack of protection for possessions, data and reputation

Harlan Partners Joins Crescent Wealth Management as an Affiliate Partner

This partnership brings an expanded scope of services in the financial and insurance industry, allowing the managing partners of Harlan to offer more sophisticated solutions to their clients.

Independent Investment Advisors Honored with the Prestigious 2024 Five Star Wealth Manager Award

Independent Investment Advisors is thrilled that Goran Ognjenovic, our founder, and principal advisor, has been recognized as 2024 Five Star Wealth Manager.

Goldman Lampe Private Bank Leverages Advanced AI for Enhanced Security and Investment Insight

Confronting the escalating challenges of financial fraud in the digital era, Goldman Lampe has taken a decisive step by introducing a sophisticated AI-driven solution.

Charting new horizons: empowerment and strategy in women's wealth management

Insights from the Women in Wealth Management Summit 2023: Pioneering paths in finance and exploration

Bogart Wealth Named Top Registered Investment Advisory Firm in Virginia and 30th Nationally by Forbes

Leading wealth management firm also recently ranked in Financial Planning Magazine, SmartAsset, and Washington Business Journal

Macquarie Asset Management Launches Outlook 2024

Notwithstanding the improvement in returns this year, in Macquarie Asset Management’s view, cyclical headwinds remain for investors to navigate.

American private market giant gains a foothold in Zurich

The private market specialist is particularly interested in the very wealthy customers of private banks in this country.

Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta

This is Merit's twenty-second acquisition

NFL Players Association names UBS an Institutional Financial Advisor

UBS Financial Advisors bring a planning orientation and extensive experience to helping professional athletes and their families deal with issues such as sudden wealth, complex contracts, family financial dynamics, and much more.

State Street Announces Successful Implementation of State Street Alpha® for BMO Global Asset Management

The combination of State Street and Charles River Development has enabled the industry’s first-ever global, interoperable services platform for the front, middle and back office from one single provider, known as State Street Alpha.

Mercer Advisors Acquires Paragon Wealth Strategies, LLC

Expanding Mercer Advisors' Florida Presence

AlphaCore Wealth Advisory Welcomes Constellation Wealth Capital as Strategic Investor

AlphaCore Wealth Advisory has built a diversified technology enabled platform, catering to high-net-worth clients, and the advisors who serve them.

NewEdge Capital Group Connects its Advisors and Wealth Divisions with New Program Supporting UHNW Clients

NewEdge Bridge Program Supports Growing Client Segment with Full Suite of Solutions, Services of NewEdge Capital Group

J.P. Morgan Private Bank releases 2024 Global Investments Outlook

To harness the new dynamics of a 5% rate world, J.P. Morgan Private Bank's 2024 Investment Outlook explores five important themes.

World’s Best Private Banks 2024—The Year Ahead

On the other hand, the ongoing generational shift in client composition and evolving technology breakthroughs keep accelerating demand for new, better-yielding investment products.

Former Boston Private President Launches PUREfi Wealth

Paul Simons created his new RIA on the Dynasty Financial Partners platform.

Navigating the intergenerational wealth shift with adaptive technology

While exact figures vary, it's undeniable that a monumental shift is underway, primarily in the United States but echoed across much of the developed world.

GDS Wealth Management Named One of D Magazine's Top Wealth Managers

GDS Wealth Management was recognized in both the best financial planners and top wealth managers categories.

After awards recognition, Advisor allows herself to be vulnerable

Advisor details how 5-year journey involved reassessment and reflection, outlines how a more vulnerable approach can help advisors win

Wealth and Asset Management