Managers of Wealth Americas

Tifin and RBc Wealth Managmeent expand partnership

The team at TIFIN has been extremely collaborative and innovative in addressing our needs and integrating their advanced models into our CRM and marketing technology stack.

Asset managers finally find favour with top investors

A record nine asset management groups now receive Citywire Elite Companies' top AAA rating after a steady climb over the past seven months.

San Francisco retains top spot as London climbs to second in Schroders 2024 Global Cities Index

In the United States, Texan cities had a strong year.

Apollo looks to credit and wealth to grow third-party fundraising

Jim Zelter, Apollo's co-president, spoke Monday at the UBS Financial Services Conference about opportunities in the wealth channel.

Cetera and Wealth Access launch joint venture

A partnership between Cetera and Wealth Access unites digital banking, trust, and brokerage.

Semi-liquid funds reach $350bn driven by private wealth demand

The number of strategies dedicated to wealth clients has doubled in the last five years, Preqin research shows.

Northern Trust selects Finbourne

Northern Trust outlined specific requirements for a technology provider to support the modernisation of their valuation and reporting capabilities

RBC Tops Estimates as Capital Markets Beat Expectations

Royal Bank injected almost $3 billion to boost City National’s balance sheet last year and has installed new top managers at the unit.

Family Affair

Bringing a new member into a fully operating wealth management business generally offers an injection of optimism along with the prospect of growth.

It Can’t Just be about Tech

Meanwhile global equity investors search for further support for the rally from the rest of the world.

The AmeriFlex Group® Welcomes ERSI Wealth Management to Its Platform

After discussions with their leadership, it was clear the culture and strategy of this firm were right for our practice.

Wintrust Financial Corporation and LPL Financial Announce Strategic Relationship

Wintrust Plans to Transition Two of its Wealth Management Businesses to LPL’s Institution Services Platform.

Blackstone CEO Schwarzman collected $1.4b last year

Blackstone slowed its pace of cashing out of deals last year, as would-be buyers stayed on the sidelines and high interest rates curbed valuations.

Keebeck Wealth Management and iCapital team to expand investing opportunities

Keebeck Wealth Management and iCapital collaborate to increase family and entrepreneur investment options.

Sandra Cho and Kristy Motta named 2024 Forbes Top Women Wealth Advisors Best-In-State

This award marks the eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State, which features 1,991 women managing cumulative assets of over $2.8 trillion.

Morgan Stanley wealth chief touts the benefits of being big

Morgan Stanley COO Jed Finn touted his wealth management team’s multiple advantages over rivals at this week's Bank of America Financial Services conference in Miami.

JPMorgan CEO Dimon sells about $150 million of his shares, SEC filing says

The sale is not related to leadership succession and the bank chief had no current plans to sell more stock, but could consider doing so in the future, a company spokesperson said in October.

Blair White Group named to Forbes best wealth management teams list

Merrill Lynch has served the community with an office in Wilson since 1923.

SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence

Strategic Investment and Partnership Fosters Industry Talent, Innovation, and Growth

Wealth Management: Baker Tilly Partners with Wealthtech Addepar to Diversify Revenue Streams

They partnered with Addepar in order “to help grow their Family Office client base, diversify revenue streams and continue to provide the best in personalized, transparent wealth solutions.

Wealth and Asset Management