Managers of Wealth Americas

Executive Wealth Planning for a Changing Economy

Analyze your family’s cash flow by taking a close look at core lifestyle expenses and assessing your current and anticipated future discretionary spending.

Canada's RBC Turns Heads in U.S. With Wealth Management Recruitment Push

"The U.S. is a great opportunity for the enterprise, given it is 10 to 11 times bigger than the Canadian market," Michael Armstrong, the chief executive of RBC'S U.S. wealth management unit, said in an interview.

Wealthfront Wants to Be Known as 'Nextgen Banking Service'

Autopilot automates your savings plan so you can remove the stress of manually monitoring accounts and moving money

NorthernVirginia Magazine Names Centurion Wealth Management as 'Top Financial Professionals' for 4th Straight Year

Since opening their doors in 2015, Centurion Wealth Management has rapidly increased their reputation and trust with their clients and community.

Pictet Plans to Enter the U.S. Market

It also benefited from a lower tax rate and relatively modest provisions.

Pictet breaks new ground in Shanghai and NYC despite flat profits

AUM dropped to CHF 559bn.

The 'S' Is Gaining Importance In ESG Investing

The social concerns are manifesting themselves for investors in the way they now view companies’ performance in the pandemic.

Merrill adds models from eight new asset managers

The eight new asset managers join BlackRock, JP Morgan Asset Management, Franklin Templeton, and Natixis Investment Managers, which launched a combined 40 model portfolios on the Merrill Lynch investment advisory program in October 2019.

Wealth Enhancement Group : Announces Acquisition of CJM Wealth Management, Continues Strategic Growth by Expanding Footprint in New York Metro Area

CJM Wealth Management is Wealth Enhancement Group's 33rd office nationwide and its fifth office in the Tri-State area. CJM Wealth Management was represented by Park Sutton Advisors.

$1.2B UBS Team Jumps to Raymond James

Three ex-wirehouse advisors come on board in Kansas City at a new location for the firm's employee channel.

JPMorgan Signs Private-Banking Agreement With Bradesco

Deal lets the biggest U.S. bank refer wealth clients in Brazil

Seasons of Advice Wealth Management to Join Focus as a New Partner Firm

Seasons of Advice was founded by Charles Hamowy, Christopher Conigliaro and Matthew Woolf in 2017.

Hightower invests in $1.7bn RIA Argent Wealth Management

Hightower’s assets under administration and assets under management were around $75.7bn and $56.7bn, respectively, at the end of June 2020.

BNY Mellon Tells Most Employees to Work Remotely Until January

BNY Mellon’s plan bucks a trend in which many banks have been inviting workers back -- albeit at limited capacities -- with plans to accelerate office reopenings after L

Wealthy Women More Likely To Drop Advisors For Bad Service

The firm tracked financial advisers’ eyes during meetings and found that both male and female advisers looked at men more than 60% of the time when speaking with heterosexual couples.

CIBC Wealth Management takes a hit in Q3 2020

Reported net income for CIBC as a whole was $1,172m in Q3 2020, a 16% drop year-on-year and a 199% plummet from the last quarter.

Taxes and Tantrums: How the US Election Could Impact Investors by Coutts

The potential positives and pitfalls as Trump and Biden go head to head

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises

The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their advisors to grow their businesses.

Financial Advisors Seeking Independence and Support Join Ameriprise

Advisors say Ameriprise’s “technology has already proven its worth” amid the pandemic

Eight Hightower Advisors Honored on Forbes' 2020 Ranking of America's Top Wealth Advisors

The ranking for the 2020 Forbes list of America's Top Wealth Advisors was developed by SHOOK Research.

Wealth and Asset Management