Managers of Wealth Americas

Cristiani sees LatAm as relative bright spot in 2023

The region’s advantage is likely to be short-lived and could fade by 2024, according to JPMorgan's private bank head.

Why financial advisors overwhelmingly prefer to be independent

With 37% of brokers across all firms managing $9 trillion in collective assets expecting to retire on a complete or partial basis over the next 10 years, independent brokerages and RIAs are gaining a "slow but steady migration" of advisors that&

Adams Wealth Management Group Selected As A "2022 Business of the Year" by the Dayton Business Journal

Adams Wealth Management Group and Dwayne Adams of Centerville, OH have been selected by the Dayton Business Journal as a "2022 Business of the Year"

BNY Mellon Wealth Management and Campden Wealth Study Reveals Succession Disconnect Between Next Gen Individuals and Family Offices

Study Finds 85% of Ultra-High-Net-Worth Next Gens Confident About Preparation for Succession, While Family Offices Believe 39% Are Prepared

CaixaBank voted ‘World’s Best Bank in Data Analysis and Artificial Intelligence 2022’ at the Qorus-Accenture international awards

CaixaBank also received silver in the global ‘Most Innovative Bank in the World’ (Global Innovator 2022) category.

Robertson Stephens Hits $4B Milestone With Addition of LFS Wealth Advisors, Vodia Capital

Two deals last week expanded Robertson Stephens' presence on both coasts while adding an additional $370 million in client assets.

Heirs to $19B Face Succession Doubts From Family Offices

The next generation of wealthy families is confronting a variety of challenges ahead of inheriting large fortunes, according to a report.

How Nicola Wealth is doubling down on the institutional space

New leaders in firm's institutional division pave the way for institutions to benefit from the firm's expertise, first-class service, and multi-asset approach to investing

J.P. Morgan and Lincoln Financial Merge Insurance Trust Funds, Joining Forces to Enhance Offerings in the Variable Insurance Trust Space

J.P. Morgan's subadvisory business oversees $75 billion in assets under management across variable annuity and mutual fund products and is a top five variable annuity subadvisor in the industry.

Bluespring Wealth Partners Strengthens National Presence With $700+ Million Goldstein Advisors

Advisors The firm sought an established partner with strong cultural alignment to drive strategic growth

Asset Management: Millennium’s secret weapon

Plus, short selling is back, metaverse ETFs, and Casablanca returns to the big screen

Lincoln Financial Network welcomes Fountain City Financial to its national network of advisors

Team with nearly $200 million in assets under management specializing in serving the financial needs of those who serve others brings advisory expertise to Lincoln Financial Network.

Wealth Enhancement Group

This Acquisition Grows Wealth Enhancement Group's Presence in the Tri-State Region to 12 Offices Across New York, Connecticut and New Jersey

Emily Menjou of Exchange Bank Wins ABA Wealth Management Under 40 Award

The award recognizes wealth management and fiduciary professionals who are committed to the highest standards of achievement at work and in their communities.

Hightower Facilitates Strategic Merger Between Hightower Bellevue and $350 Million Sovereign Wealth Advisors in Washington

Sovereign Wealth Advisors specializes in financial and retirement income planning, investment management, tax management and estate planning

Wealth and Asset Management