Managers of Wealth Americas

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

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

SmartBe Wealth Inc. announces Preliminary Prospectus for New ETFs and Closing of ETF

SmartBe is launching the New ETFs to provide Canadian investors with access to long-only quantitative value

A billionaire New York hedge-fund CEO just dropped $20 million on a Miami Beach mansion as Wall Street firms plan moves to Florida

Last summer, Karlie Kloss and Joshua Kushner paid $23.5 million for a home on North Bay Road.

Millennial Leaders Can Change the Role of CEO – If We Let it Change Us First

This maxim has proven to be especially true in 2020, a year that threw historic obstacles in business leaders’ paths.

Canaccord Genuity Group Inc. Access to Third Quarter Fiscal 2021 Results Information

Interested parties are invited to listen to Canaccord Genuity's third quarter results conference call via live webcast or a toll-free number.

Morgan Stanley beats estimates on better-than-expected Wall Street and wealth management results

Revenue of $13.64 billion was more than $2 billion beyond the $11.54 billion estimate.

IW Long Reads: Up In The Clouds? How Vertically Integrated Firms Are Shaping Up In 2021

Are wealth managers offering financial advice going to become the norm?

The Salvino Wealth Management Team With $2.2 Billion in Assets Launches Performance Wealth

Three generations of advisors lead wealth management firm with data-driven approach

Sanwa Alterna Brokerage Launches Full-Stack Investment Management Solution For Private and Institutional Investors

Company executives have maintained that they can tailor their new investment management solution to cover all the unique requirements of both private individual and institutional investors.

5 reasons to use fewer service providers by Broadridge Analytics Solutions

It’s easy for firms to gradually engage more and more providers – each providing a niche service – up to the point where they end up with dozens on the books.

Goldman’s consumer bank will take longer to break even, CEO says

More new consumer products could follow, as the firm that long epitomized Wall Street seeks to become the primary bank for millions of Americans.

iA Financial launches iA Private Wealth brand

iA Securities and HollisWealth have merged, creating a $40-billion IIROC platform

To Everything (Turn, Turn Turn) by Oppenheimer & Co.

Vaccine distribution and The Inauguration in Washington move to center stage

BMO Recognized with 2021 BIG Innovation Awards for Digital Leadership Franç

The bank received an award for its development of a new digital solution aimed at simplifying charitable donations.

Global Hedge Funds Struggle Even in a More Open China Market

Regulators face battle to attract capital without adding risk

President Biden - And Now For Something Completely Different

As much as putting money into people’s pockets is essential, they also have to have the confidence to spend it. Hence the stimulus programme must work in tandem with the rollout of the vaccine.

Citigroup Q4 profit down 7%, revenue drops by 10%

Net Income of $4.6 Billion ($2.08 per Share)

Exchange Thoughts - 2020 Year In Review: Laying the Groundwork for a Breakout in Active ETFs

Through it all, it was a year for the record books: the U.S. ETF market took in a record $507 billion in new assets through year-end.1 It has been a wild ride for sure, but it could turn out to be just the beginning.

Merrill’s New Household Growth Fell 40% in 2020–Sources

Account growth totals may have climbed slightly higher in the closing days of the year after the call.

Rockefeller Capital Management Announces Partnership with PGA Tour Golfer

Mitchell to debut the Rockefeller Capital Management brand at Sony Open in Hawaii this weekend

Wealth and Asset Management