Managers of Wealth Americas

Reaching High-Net-Worth Investors Means Funneling the Right Resources

Engaging the HNW market will require asset managers to shift distribution models and adopt technology

Canaccord Genuity Group Inc. Provides Shareholder Update

Client assets include Assets under administration (AUA) and assets under management (AUM) which are non-IFRS measures that are common to the wealth management business.

Rotating the Old Normal

We are now even more strongly of the view that yields need to rise to levels closer to 3%.

The challenge of rising bond yields

Investment Insights by our experts and thought leaders

Sea Change: Ensuring Operational and Technology Readiness with Geneva

While some milestones in the transition timeline have been adjusted due to the pandemic and many accounting questions are still being sorted out, the time is now for firms to prepare, to avoid being caught off guard by these looming deadlines.

Wells Fargo to Merge Wealth Management Sales Regions

The shifts, which will occur over several months, follow a reorganization of Wells Fargo Advisors less than two years ago that eliminated eight regions and senior field positions.

RBC Global Asset Management Inc. announces February sales results for RBC Funds, PH&N Funds and BlueBay Funds

Mutual fund sales results information is based on preliminary data from the Investment Funds Institute of Canada and only include Canadian prospectus qualified mutual funds.

Scotiabank announces sale of its operations in Guyana

First Citizens is one of the leading financial services groups in the English-speaking Caribbean.

Greed driving retail investors into riskier assets: Money manager

I want to be in on SPACs, I want to be in on crypto, I want to be in on the hot new issue.

JP Morgan Reportedly Shutters its Wealth Management Business in Mexico

Wealthy individuals are increasingly feeling unease in Mexico, with AMLO launching a crackdown on tax evaders.

Forbes Ranks Jeffrey Fratarcangeli The Top Private Wealth Advisor In Michigan

It's a privilege to help them navigate life's key milestones and to accomplish their financial goals while preserving their wealth for future generations of their family.

Broadridge Next-Gen Technology Adoption Survey

Financial services leaders are taking steps to gain a clear advantage.

Guardian Capital Completes Acquisition of BNY Mellon’s Canadian Wealth Management Business

Both will continue to work together across Guardian’s Wealth Management platforms, leveraging all of Guardian to bring leading solutions to its clients and partners.

Morgan Stanley Closes Acquisition of Eaton Vance

“We are excited to welcome Eaton Vance. Our combined organization is exceptionally well positioned to deliver differentiated value to our clients and growth opportunities for our employees,”

Atlantic Union Bank Rebrands Wealth Management Division

Atlantic Union Bank Wealth Management provides a life-centered approach to working with families, individuals and institutions.

Are we in a global stock market bubble?

At US$275bn, Toyota, the next-largest auto company, has forecast 2022 sales around four times those of Tesla, yet its market valuation is less than a third of Musk’s behemoth*.

Can You Endure the Duration?

Equity markets were shaken badly but have mostly maintained their poise despite a tough final week.

Northern Trust Announces Wealth Management Leadership Changes

These leadership transitions continue to build on the extraordinary talent and expertise across our Wealth Management business.

Merrill Lynch Ramps Up Wealth Unit as Rich Clients Flock to Florida

Financial employees join migration to the Sunshine State

Focus Financial Partners Announced that Matheys Lane Capital Management Will Join Partner Firm SCS Financial, Expanding SCS's Presence in the Ultra-High Net Worth Market

Gaining access to SCS's infrastructure, resources and deep bench of talent will enhance Matheys Lane's current service offerings and promote continuity for its clients.

Wealth and Asset Management