Managers of Wealth Americas

CIO Alert: Risk-off mood takes hold

The risk-off mood pushed the S&P 500 1.8% lower.

Wealth firms must transform strategy to woo family offices

Carrying a family legacy forward can be an onerous responsibility

Fidelity Introduces New Technology Offerings for Small and Mid-Sized Wealth Management Firms

Bundled solutions designed to help firms establish their technology stacks from the ground up and expand their wealth advisory practices

First, do nothing

Approximately 99% of the time, the single most important thing investors should do is absolutely nothing.”

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year

Building sustainable wealth for high net worth clients

Life insurance is a trusted way for HNW individuals to allocate funds across various fields and preserve their wealth potential while mitigating risks.

OneDigital Bolsters Wealth, Retirement Plan Advisement in Western US

The aggregator pens its 18th acquisition in 2024 by bringing on $1.6 billion ASI Wealth Management.

Sequoia Financial Group Acquires Karpas Strategies; Wealth Manager Will Become Part of the Sequoia Sentinel Family Office

The transaction closed July 31, 2024

AlTi Tiedemann Global announces closing of previously announced strategic investment from Allianz X

This investment is part of the previously announced strategic investment of up to $450 million from Allianz X and Constellation Wealth Capital

HamptonRock Partners Launches Wealth Management Advisory Practice

David Dodson joins HamptonRock to lead the growth and development of the firm’s service expansion and Austin office

Tech correction provides tactical opportunities

In part, this reversal has been driven by the mixed interpretation of earnings reports from several prominent tech companies over the past week.

GeoWealth scores $18 million invvestment from

These enhanced offerings are all designed to optimize the user experience for advisors, enabling them to provide flexible investment solutions to the clients that they serve

Freshwater Wealth responds to influx of wealth transfer referrals

It has been estimated by the Productivity Commission in 2021 that around $3.5 trillion in assets will be transferred in Australia alone by 2050

Wealth managers must review their ‘red rotations’

Normally unflappable wealthy entrepreneurs began to lose sleep, fearing global uncertainty and consequent market volatility, should US commitments to defend Ukraine and Taiwan be undermined.

MBA Wealth Management: Navigating the Intricacies of financial Success

These services can include investment management, financial planning, tax services, retirement planning, and estate planning.

Southshore Wealth Management joins Cetera Advisor Networks from Ameriprise

McCormick brings with him over $151 million in assets under administration.

Wealthy investors help drive surging demand for gold

Family offices and rich individuals likely to be behind record second quarter, says report

Standard Chartered: Second Quarter and Half-Year 2024 Results

Standard Chartered PLC – Results for the first half and second quarter ended 30 June 2024

Closing the efficiency gap between public and private markets

Private capital markets have taken huge strides forward over the past decade.

Multigenerational wealth – how to keep it in the family

The statistics are regularly quoted, probably because the warnings Roy Williams gave alongside the findings have still not been heeded.

Wealth and Asset Management