Managers of Wealth Americas

The Seven Deadly Sins Of The Wealth Management Industry

According to Roman Catholic theology, the seven deadly sins are the primary feelings or behaviors that inspire further sin.

Bank of Montreal 2Q Profit Rises; Adjusted Efficiency Ratio Improves Following Divestments

Adjusted earnings were C$3.13 a share, beating consensus estimates of $2.75 according to analysts polled by FactSet.

Aligning resources to cost-effectively grow assets

This includes aligning both sales and marketing coverage to the value, behaviors and preferences of each segment.

China approves Goldman Sachs, ICBC joint wealth management venture

China opened its giant financial sector to foreign companies last year as part of an interim trade deal with the United States signed in January.

Bernstein Private Wealth Management Unveils New and Refreshed Online Presence

The new website has been designed to enhance the wealth and investment planning experience for clients by combining modern design with intuitive navigation, making it easier than ever to engage with Bernstein’s insights and better understand the tea

Diversified Trust Selects SS&C to Administer Private Equity Fund-of-Funds

SS&C's comprehensive offering vastly improves fund accounting and reporting exceeding our clients' information and communications requirements on a single easy-to-use platform, so we can focus on helping our clients make decisions.

Raymond James Launches New Proposal Tool Within Its Robust Wealth Management Technology Suite

New technology tool streamlines the process of packaging and presenting high-quality proposals, helping advisors share customized recommendations with clients

Scotia Global Asset Management announces final valuation and declares final distribution on units of the Scotia Strategic ETF Portfolios

The proceeds will consist of the final cash distribution, if any, payable to unitholders immediately prior to the termination of the ETFs and the final proceeds on the redemption of units held by unitholders.

ETFs: a case for “look-through” data in risk management and beyond

Considering the continuous growth in assets allocated to ETFs—ESG-tilted ones in particular—this blog looks at some analytics consequences on institutional investors’ asset allocation and risk management processes.

Schroders joins investor rebellion over FirstGroup deal

FirstGroup said on Tuesday it "followed a comprehensive and competitive process in order to seek the best possible price" for the assets.

Joshua Rubenstein Named Lawyer of the Year by Citywealth

Rubenstein was recognized for navigating his Private Wealth group throughout the global pandemic by providing a steady hand and offering innovative solutions as COVID-19 forced Katten's Private Wealth clients to prioritize planning.

GCG Wealth Management Announces Launch of GCG Advisory Partners and Completes its Acquisition of Cooper Investment Company

The new division is focused on helping advisors transition to independence by providing technology, practice management support, office space and staff, at no expense to the advisor

Dynasty Arms Advisors With Crypto SMAs

Dynasty Financial Partners joins Mariner Wealth Advisors in putting Eaglebrook Advisors' SMAs for digital assets on their investment platforms.

Advisor Group Successfully Recruits Spokane, Wash-Based Wealth Management Firm With $168 Million In Total Client Assets

Azose Johnson & Associates' Three Financial Professionals Join Advisor Group through Subsidiary Royal Alliance

Citi Has Hired 650 Wealth Professionals for Asia Operations in 2021

Citi added more than $5 billion in net new money in Asia in the first quarter, marking one of the bank's strongest quarters on record.

Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for April 2021

Investors continued to favor passively managed strategies, pouring in $94 billion; approximately $30 billion went to actively managed funds.

Harbourfront CEO named one of Canada’s Top 50 Investment Industry Leaders of 2021

“This year’s Wealth Professional Hot List recognizes 50 of those individuals for the mark they and their organizations made on the wealth management landscape, at a time when the COVID-19 pandemic dominated the conversation,”

Morgan Stanley Wealth Management Launches Racial Equity Investing Tool Kit

According to a survey conducted by Morgan Stanley Institute for Sustainable Investing, 71% of individual investors identify multicultural diversity, which incorporates elements of race, ethnicity and culture, as an area of interest for their investment po

Asset managers are cautious about cryptocurrencies after price fluctuations

Tesla said that due to environmental issues, it will no longer accept Bitcoin payments for its electric cars, and Musk jokingly referred to Dogecoin as a rival cryptocurrency, calling it “bustle“Appear in Saturday night live TV show.

Here’s how the growing wealth of women impacts business

“It’s estimated that about 70 percent of affluent-household investable assets are controlled by baby boomers,”

Wealth and Asset Management