Managers of Wealth Americas

Atria Wealth Solutions to Acquire Independent Wealth Management Firm

Atria subsidiaries continue to expand financial professional footprint and increase assets

Putting ‘Wealthtech’ to Work to Expand Client Engagement

As the transfer of wealth accelerates over the coming decade and assets more to succeeding generations, wealthtech will play an important role in assisting banks in cultivating the next generation of clients who possess greater comfort with technology tha

Morgan Stanley Global Sports & Entertainment Announces Virtual Financial Education Presentations in Partnership with Reese’s Senior Bowl

Financial Advisors to conduct financial education sessions for players and parents

Hightower Makes Strategic Investment in Siller & Cohen Family Wealth Advisors

The $830 million Westchester County, New York wealth management firm will leverage Hightower’s operational, investment management and business acceleration services to enhance growth.

Power and neutrality: An advisor’s role in philanthropy and society

Rebuilding better after this 2020 reset is an exciting prospect.

Expect the unexpected in 2021, including unanticipated business events

It can also expose firms to increased risk if their existing systems and expertise may not be able to handle the irregularities.

American billionaires added $1.1 trillion in wealth during the pandemic

American billionaires have added $1.1 trillion to their collective wealth during the pandemic.

Expect more sustainability discrimination in all asset classes

Fundamentals are structurally positive for environmental and ESG themes to outperform.

Farther Finance Launches Category Defining Wealth Management Tools That Pull The Private Banking Experience Forward

New Platform Combines Latest in Tech, Data, and Financial Advice to Create the First Financial Services Platform That Makes The Private Bank Experience Accessible

CI Financial Kickstarts 2021 with Acquisition of Chicago-based Segall Bryant & Hamill

Acquisition continues ambitious cross-border growth initiative and will boost CI’s total assets to C$261 billion

Covid Versus Biden's Budget Promises

Investors continue to be pulled in two opposite directions.

The NBA’s private equity plan is in motion and it’s betting on the allure of sports ownership

The NBA is banking on private equity investment to bring it financial optionality and a new pool sports ownership seekers.

Mercer Advisors Acquires Marrs Wealth Management

Acquisition of Marrs Wealth Management Expands Mercer Advisors' Presence in Iowa and Central United States

10th Annual Citizens M&A Outlook Finds Business Owners, Private Equity Firms Expect Wave of Deals in Second Half

Advisors recommend that prospective sellers start the process early in year for best outcomes

Small New Jersey bank eyes big expansion in wealth management

A move south would keep Peapack in touch with the growing number of affluent New York and New Jersey residents flocking to Florida, said John Babcock, president of Peapack Private, the company’s wealth management unit.

JP Morgan Snags 7 AFTAs—Here’s Why They Won

Built in early 2019, OmniAI now provides a single place where data scientists can discover, experiment, share, and deploy their work into production applications in a secure and compliant manner.

AFTAs 2020: Best Back-Office Initiative—SEI

The best back-office initiative AFTA has for the most part been awarded to London-based SmartStream since the category’s inception in 2016. The two occasions that it hasn’t were in 2018, when Cobalt won thanks to its foreign exchange (FX) re

M&A in 2021: asset management primed for consolidation

Dealmaking is hotting up in a sector under relentless margin pressure

Elon Musk says he will give $100 million to whoever creates the best carbon capture technology

Musk recently asked for tips on where to donate his wealth, of which he has promised to give away half.

Ten Trends That Will Impact Private Wealth And Family Offices In 2021

This strengthens their capacity to be resilient, minimize risk and leverage opportunity.

Wealth and Asset Management