Managers of Wealth Americas

Advisors offer suggestions for navigating the family office

Wealth managers weigh in on the pros and cons of dealing with family office managers instead of directly with clients.

Moody's Says Cash Sweep Backlash Could Hurt Wealth Managers' Credit

Typically these accounts aren’t for long-term investing but instead hold short-term proceeds from things like dividends or interest or monies for commission payments.

How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's Flanagan

Flanagan believes that women indeed want to educate and prepare their families for that transfer.

Best wealth management firms of August 2024

Each wealth management firm offers different services at different price points. Finding the right one requires research and comparison.

Gold hits record high

Additionally, the dollar index dropped 0.6%, marking its fourth consecutive week of losses, enhancing gold's appeal to global investors.

Northern Trust Partners with Greenlight to Help Families Achieve Greater Financial Literacy

Northern Trust clients now have complimentary access to Greenlight’s award-winning family finance app and debit card, available through the Greenlight for Banks program.

Global Wealth Tax Could Raise $2.1 Trillion Annually for Climate Action and More

The two-tier tax system allows billionaires to pay tax rates that are half the rates paid by the rest of society

BlackRock unseats Grayscale Investments as biggest crypto asset manager

Grayscale, a US digital asset manager, gives investors exposure to cryptocurrency through its bitcoin and ethereum trusts.

NewEdge Wealth widens Florida footprint with HNW Merrill Lynch team

The RIA’s latest expansion in is led by two veteran advisors with more than half a century of collective experience.

Younger Americans opting to build wealth from collecting art

Additionally, they prefer "tangible assets" for their investments.

CIBC Asset Management Inc. announces the capping of certain Series of the CIBC 2025 Investment Grade Bond Fund Français

The Fund has grown rapidly in size, recently surpassing $1.5 billion in assets under management.

UBS Set to Sell Credit Suisse’s US Mortgage Servicing Business by Q1 2025

The transaction is anticipated to be completed in the first quarter of 2025.

UBS Joins Sweep-Rate Scramble, Projects Pr

The projected dent in profits lands as UBS' Americas wealth unit posted quarterly and year-on-year profit drops of 3.1% and 17.7%...

Rockefeller Asset Management Expands into Opportunistic Municipals with Three Actively Managed High Yield Bond ETFs

This expansion provides increased choice in how investors can access Rockefeller’s innovative suite of investment solutions.

After UBS earnings, is cash sweep drama over?

Broker-dealers are particularly interest rate sensitive companies.

Single-Family Offices, The Meaning Of Family First And Implications For Wealth Managers

While many single-family offices are high performing, meaning they can deliver exceptional value, some fall short.

Family Office Portfolio Construction: Balancing Tradition And Innovation

The move towards alternatives is even more pronounced among larger American family offices.

Former Raymond James Advisor Launches $1B AUM RIA

Crux Wealth Advisors, founded by advisor Travis Alexander, is planning a multi-phase transition, and it will use BNY Pershing for custody.

Mission Wealth Ranks on the 2024 Inc. 5000

With a 3-year growth rate at 119%, this is Mission Wealth's eighth time being honored on the Inc. 5000 list.

Elite Team Managing $1.5 Billion in Assets Joins Ameriprise Financial for Sophisticated Resources to Take Their Practice to the Next Level

The team of five financial advisors say their high-net-worth clients will benefit from Ameriprise’s innovative and fully integrated digital capabilities

Wealth and Asset Management