Managers of Wealth Americas

75% of wealth managers have little to no gold exposure despite its strong performance

This asset class traditionally performs poorly in a higher interest rate environment because it doesn’t yield anything

A strategic appreciation of gold

Gold has been one of the best-performing assets of 2024.

Northern Trust Asset Management Strengthens Investment Stewardship Capabilities

NTAM Appoints Head of Global Stewardship; Unveils Proxy Voting Choice

SEI Unveils New Direct Index and Factor Investment Strategies

SEI-Managed Investment Options Bolster Choice, Control, and Customization in SMA and UMA Solutions Through Managed Accounts Program

Northern Trust tapped by True Potential for outsourced trading solutions

Northern Trust will provide services across equities, fixed income and exchange traded derivatives, with coverage from multiple trading locations.

Study shows SEC expected to be lenient on digital assets in the year ahead

The research found that 68% of those surveyed expect the SEC to ease regulations, while only 35% foresee stricter controls.

New solution launched to help clients sell high-asset estates and trust-owned properties

Family offices among intended users of first-of-kind operation.

Asset managers fret over lost gains as investor cash piles up on sidelines

High-yield savings and caution over market volatility and economic sentiment have left up to $1.5tn out of the market

CIO Alert: Risk-off mood takes hold

The risk-off mood pushed the S&P 500 1.8% lower.

Wealth firms must transform strategy to woo family offices

Carrying a family legacy forward can be an onerous responsibility

Fidelity Introduces New Technology Offerings for Small and Mid-Sized Wealth Management Firms

Bundled solutions designed to help firms establish their technology stacks from the ground up and expand their wealth advisory practices

First, do nothing

Approximately 99% of the time, the single most important thing investors should do is absolutely nothing.”

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year

Building sustainable wealth for high net worth clients

Life insurance is a trusted way for HNW individuals to allocate funds across various fields and preserve their wealth potential while mitigating risks.

OneDigital Bolsters Wealth, Retirement Plan Advisement in Western US

The aggregator pens its 18th acquisition in 2024 by bringing on $1.6 billion ASI Wealth Management.

Sequoia Financial Group Acquires Karpas Strategies; Wealth Manager Will Become Part of the Sequoia Sentinel Family Office

The transaction closed July 31, 2024

Wealth and Asset Management