Managers of Wealth Americas

Deloitte Private’s latest report in its Family Office Insights Series

The family office arena has been growing rapidly

Mesirow snaps up Florida-based Price Wealth Management

The employee-owned financial giant is looking to expand in the Southeast as part of a broader master plan for strategic growth.

The Madison Group joins UBS in New York international market

A team of New York advisors make the move from Morgan Stanley to UBS.

Bank of America opens West Michigan private bank to grow local market share

Bank of America Private Bank for years has served high-net-worth clients in West Michigan from a location on the east side of the state.

On Warren Buffett's 94th birthday, people share his best investing advice

Buffett has on many occasions said he values investing in companies and projects that he understands - a lesson that he and the late Charles Munger, his investing partner, cited often.

Climb The Wealth Ladder And Serve The Ultra-Affluent

But when it comes to moving really upmarket and serving the ultra-wealthy—clients with $25 million or more of net worth, excluding their personal residence—advisors tend to get a little nervous.

Envestnet Earns Recognition as Finalist for Seven Wealth Management Awards

Known as the “Wealthies,” these awards highlight companies and individuals driving success in the financial advisory sector.

AI Parameters Make Wealth Management Unrestricted by Time and Expertise

Now, with the integration of AI, big data, and other technologies, wealth management is becoming smarter, more personalized, and more efficient.

Swiss Asset Manager GAM to Expand US Team With Miami Office

The move was driven by demand from US offshore clients, mostly in Latin America

Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, Family Enterprise USA Survey Finds

Accounting, Administrative, Household Services Rank as Highest Needs

Sequoia Financial Group and Top 20 Accounting Firm Eide Bailly Form Wealth Management Partnership

The firms expect the transaction to close in the fourth quarter.

Family-Office War Chests Keep Shrinking. Here’s Where They Put That Capital to Work.

The investment offices of even the largest families are far more nimble than institutions, positioning them to quickly put money to work and pounce on opportunities.

Evelyn Partners adds 2 funds to Sustainable MPS in rebalance

The team also added to its positions in the FTGF ClearBridge US Equity Sustainability Leaders and Brown US Sustainable Growth funds.

Steward Partners Celebrates Advisor Partners Named to 2024 Forbes/SHOOK Best-In-State Next-Gen Wealth Advisors List

Three Steward advisors earn place on prestigious list honoring advisors under 40

Gateway Financial Partners Establishes Partnership with Wealth.com

Gateway advisors gain access to innovative, next-generation estate-planning tools and resources

U.S. has more 401(k) millionaires than ever, report shows

Nearly 399,000 Americans also have a least $1 million in an individual retirement account.

Too far, too fast? The dollar in decline

That is largely explained by differences in central bank policies, and we argue, demands a rather nuanced outlook on the US currency.

Independent Investment Advisors Offers a Holistic Approach to Wealth Management

Independent Investment Advisors works with high-net-worth individuals, families, and small business owners to help them manage every aspect of their finances.

National Bank of Canada's profit rises on wealth management, markets strength

The bank's adjusted profit rose to C$960 million

The Oasis Group Launches Research Series Analyzing Custodian Platforms and Other Wealth Management Service Providers

While the wealth management marketplace has several opinion-based research studies, The Oasis Group’s research is based on a comparison of the capabilities of each service provider

Wealth and Asset Management