Managers of Wealth Americas

Hightower Makes Strategic Investment in Farr, Miller & Washington

Led by well-known speaker, author and commentator Michael Farr, the Washington, D.C.-based firm has $2 billion in AUM

Broadridge Enhances its Data Solutions for Asset Managers with Snowflake Data Cloud

Solution to facilitate faster analysis and decision making for investment managers

Mariner Wealth Advisors to Acquire Channel Islands Group

Firm continues year of growth and expands presence in California with acquisition

The gifting considerations of Canadian ultra-high-net-worth families

How can clients best share their 'never money'? Family office expert looks at both the practical and emotional considerations

Ameriprise Financial Reports Second Quarter 2021 Results

The overall fee rate remained strong at 52 basis points. On a sequential basis, revenues increased 6 percent.

Wall Street doubles down on lending ‘cheap money’ to the rich

Combined value of loans made by wealth management units at top US banks in second quarter exceeds $600bn

J.P. Morgan Opens Crypto Fund Access to All Wealth Clients

J.P. Morgan has reportedly allowed all of its wealth management clients to access cryptocurrencies via funds.

SIX expands its international custody services reach to US

SIX delivers securities services to banks, private banks, wealth managers, broker-dealers and other clients across the global financial sector.

Wells Fargo Asset Management to Become Allspring Global Investments; Initiates Leadership Transition

The new name Allspring Global Investments reflects the newly independent firm's rich history in investment leadership and its commitment to renewal, growth, and meaningful client outcomes.

Big U.S. Banks Are Going All Out on Loans to the Wealthy

In fact, JPMorgan and Citi are now lending more to high net worth clients than to their millions of credit card customers, whereas just ten years ago

Bordeaux Wealth Advisors Named to Top 50 Fastest-Growing RIAs List

Boutique wealth management firm is No. 2 in Northern California

JPMorgan to hire more than 500 wealth management advisers

That plan would more than double the 450 brokers now working for J.P. Morgan Advisors, the bank’s boutique wealth management firm.

Canopy Wealth Management Expands

Advisor duo leaves Northwestern Mutual in pursuit of a more nimble, tech-savvy and forward-thinking advisory framework

What's Next for Diversity and Inclusion in Wealth Management?

Though more than half of the U.S. population is female and women control one-third of household assets (more than $10 trillion), only about 1 in 5 financial advisors are women, according to Cerulli data.

Hightower Advisors brings a high-end slice of RIA custody in-house

The Chicago RIA rollup reports regular wins of UHNW as it hits $100 billion of AUM and holding assets in trust can build on that ultrahigh niche, CEO says

Northern Trust Corporation Reports Second Quarter 2021 Financial Results

Northern Trust’s second quarter earnings conference call will be webcast on July 21, 2021.

Trillions of dollars at stake: don’t overlook the Great Wealth Transfer

The generation that is inheriting the world’s wealth has grown up in an environment where social media spotlights

The Future of Private Market Investing Finds Broader Access, Secondary Market Activity and Increased Liquidity Key for Growth

Private Markets Evolving to Meet Market Demands, Becoming More Mainstream

PBC Private Wealth Launches With Support of LPL Strategic Wealth Services

Together, they help clients with investments and wealth management, budgeting, education savings, retirement planning and wealth transfer planning, among other services.

IQ-EQ up for two awards at the Drawdown Awards 2021

This includes the launch of IQ-EQ Compass- our integrated ESG - service offering that helps our clients build sustainable value and reputational resilience.

Wealth and Asset Management