Managers of Wealth Americas

$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.

Scotiabank wealth unit shows resilience amid Covid-19 turmoil

Net interest income rose 1% year-on-year to C$145m. Non-interest expenses dropped 3% to C$700m from C$721m.

How These Morgan Stanley Partners Are Changing The Diversity Narrative In Wealth Management

Based in Los Angeles, CA, the majority of their wealth management clients are CEO’s, entrepreneurs and high-net worth individuals tied to entertainment and sports.

Morgan Stanley Wealth Management Launches Women Without Limits

Through women-focused educational financial content and resources, Women Without Limits provides education and professional guidance for female clients in their journey to developing financial security and independence.

Rockefeller Capital Management Expands into Arizona

Legacy Family Wealth Team Joins New Rockefeller Office in Scottsdale

44 Wealth Management Joins the tru Community

The latest breakaway firm to join this fast-growing business platform

Global dividends plunge by $108bn during Covid-19 crisis

Study of world’s largest 1,200 companies reveals biggest quarterly drop since records began

Fear fading on Wall Street as investors learn to love the new bull market

Investors may well heed their advice: nearly 80% of fund managers surveyed by BofA Global Research, the highest level in more than a decade, expect the global economy to grow over the next year.

Wealthy Families Raise Their VC Investment Profile

Nine in 10 families favor co-investing with other families and venture funds, a survey finds.

LPL Financial Welcomes Stabler Wealth Management

They are a family-oriented firm supported by a long tenured team of four staff members.

Wealth and Asset Management