Managers of Wealth Americas

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.

Two UBS Private Wealth Advisors Named to Forbes/SHOOK Best-In-State Wealth Advisors List

“Their team continues to make a profound impact on their clients’ lives, and being named to this list for the third year in a row is reflective of their outstanding work.”

Kingswood SPAC and Apollo among suitors for Blackstone’s Lombard

Kingswood Acquisition Corp. is among the parties weighing offers for the Blackstone-owned group, Sky News learns.

Raymond James Executive: We’re Open to Flexible Work Arrangements for Advisors

A spokeswoman for Raymond James said that the firm has not finalized its remote work and return-to-office policies.

Banks carve out gains from wealth management, mortgages even as some sectors languish

“There is an element to it that is related to the frenzy that everybody saw,” said Gagnon on Wednesday.

Succession planning trends for LatAm (U)HNW individuals and families

Succession planning is always difficult to talk about, and despite knowing it is essential, some families or individuals don’t always have the right plans in place.

Meet the Ex-Wirehouse Exec Turning the Rockefeller Family Office Into a Wealth Management Firm

Offering an array of products and services for high-net-worth and ultra-high net worth clients, Rockefeller Capital Management has the welcome mat out for elite advisors nationwide.

HSBC wealth management revenues fall

The firm added that it would invest close to $6bn in its wealth management and international wholesale banking businesses over the next five years, with most of the investment directed toward Asia.

Mercer Advisors Recognized for the “Private Wealth Manager M&A Deal of the Year”

Industry leading RIA firm creates innovative acquisition solution with Raymond James to win highly competitive PAM award.

Global UHNWI population to grow by 27% over the next five years: Knight Frank

The biggest rises in Europe are forecast in Poland (61%) and Sweden (59%).

Royal Bank of Canada Reports First Quarter 2021 Results

Record earnings in Capital Markets as well as positive earnings growth in Personal & Commercial Banking, Wealth Management and Insurance were partly offset by lower results in Investor & Treasury Services.

Wealth and Asset Management