Managers of Wealth Americas

Cetera Leans Into Wealth Expertise in 401(k) Participant Programming

Cetera’s head of workplace and retirement plans believes wealth managers’ skills in serving individual clients give them a leg up in 401(k)-to-wealth convergence.

Family offices race to professionalise services amid industry surge

Governance, management and infrastructure have all improved – but there are still challenges on the horizon

Launch of Sanctuary Wealth AltVantage Program ("SWAP") Provides Advisors with Enhanced Alternative Investment Education for the Next Wave of Client Wealth

Advisors enrolled in the UniFi by CAIA™ Fundamentals of Alternative Investments certificate program are sponsored by Franklin Templeton and FS Investments

New RIA Crux Wealth Advisors Launches With Its First Tranche of $1B+ AUM and Additional Set for 2024

Key collaborators include Decerno, Arete, and BNY Pershing

$8-Mln UBS Team Goes Indie With Ameriprise in Texas

We saw an opportunity with Ameriprise to enhance our client offering

RBC Wealth Management financial advisors recognized by Forbes as “Top Next-Gen Wealth Advisors”

The ranking is based on interviews, professional credentials, advisor’s compliance records, firm recognition and assets under management.

Citigroup says wealth unit to sell trust services business

The plan comes as CEO Jane Fraser is carrying out a sweeping overhaul in an effort to improve the bank's performance, cut costs and simplify its sprawling businesses.

Elon Musk, Jeff Bezos And Other Ultra-Rich In Crosshairs? Economist Says 'No Going Back' On 2% Minimum Billionaires' Tax Proposal

Citing statistics, the economist said a mere 3,000 people now boast of $14.4 trillion of wealth, which equates to 13% of the world’s GDP.

Charlotte wealth management firm with $1.1B in assets bought by Corient

That includes assets it acquired from Byron and Weston, Florida-based Emerald Multi-Family Office in deals that closed July 31.

Wealth managers keep their cool amid summer stock storm

Last week’s market volatility did not deter wealth managers from their course, with most prepared to wait or take advantage of share price drops.

Time in the market is better than trying to time the market

In order to add any value versus a buy-and-hold strategy, you would need to sell high and buy low with the right timing.

Record 31 J.P. Morgan Wealth Management Advisors Selected for Forbes’ Top Next-Gen List

Half of them repeat on this Forbes top ranking; three make it into the top 100

Wealth Management Awards 2024 presenta Skandia

Manuel Felipe Garcia: "Investors always seek education, they seek guidance and we start from that"

Banks can attract the next generation with integrated wealth management and trust services

Some 7 in 10 younger customers prefer combining banking, trust and wealth management relationships.

Families advised to get governance right ahead of $83tn wealth transfer

Structures are needed to ensure that fortunes pass amicably to the next generation — and are not squandered

RBC WM: US Recession Risk Rises

The bank advises investors to exercise caution

Family offices are becoming more professional, but face 10 key challenges

New research finds improved governance, management, infrastructure.

Wealthy investors find opportunities in stock market sell-offs

A Deloitte survey found that family office holdings of equities fell from 34% to 25% from 2021 to 2023, while their private equity jumped from 22% in 2021 to 30% in 2023.

Fortitude Family Office Named 2024 WealthManagement.com Industry Award Finalist

Firm is recognized for its Fortitude Private Lending & Fortitude Real Estate Capital initiatives

AE Wealth Management Hits $30 Billion Milestone Plus Ranked Among Nation's Top RIAs

Since 2018, AEWM has averaged a 42 percent annual growth and, for the past seven years, has continued to rise in the ranks of Top RIAs on this list.

Wealth and Asset Management