Managers of Wealth Americas

Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution

Exclusive collaboration enhances wealth management services with cutting-edge data aggregation and performance reporting tools

Family office investment in real estate poised to increase

But it’s not all about megafunds—middle market funds will also soon be taking advantage of opportunities in this recovery.

Crusonia Wealth Advisors Launches with Support from Michaud Capital Management LLC

Innovative wealth management firm empowers advisors with ownership mentality and client-centric approach.

LPL welcomes $655M wealth team in Ohio

The brokerage giant is enlarging its network of affiliations yet again with the veteran-led practice coming in from Osaic.

Savant Wealth Management Ranks 17th on Barron’s 2024 Top 100 RIA Firms

In creating its Top 100 RIA Firms list, Barron’s says its goal is to shine a spotlight on the nation’s best financial advisors

Williams Jones Wealth Management Named to Barron’s 2024 Top 100 RIA Firms List

Williams Jones offers a wide range of services, including investment management, financial planning, retirement planning, estate planning, and philanthropic guidance.

Northern Trust boss: we’re only human after all

One of the key lessons of economic history is that technology alone cannot determine investment performance

Knights of Columbus Asset Advisors Selects SEI for Custody and Technology

Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership

Global family offices open more physical offices in different jurisdictions

But 57% said more offices were needed as investment portfolios have diversified or become more sophisticated and 41% have done so in response to risk posed by geopolitical issues.

Over 25% of HNW Baby Boomers lack savings for later-life care costs

More than a quarter of wealthy Baby Boomers have not set up money for their future medical expenses.

EP Wealth Advisors Continues National Expansion With Acquisition of Atlanta-Based CornerCap Investment Counsel

Partnership is EP’s largest in the Southeast – adds talent and tools to enhance current offerings

AllianceBernstein and Bernstein Private Wealth Management Unveil New Office in New York City

New location in Hudson Yards deepens firm’s presence in New York City and reaffirms commitment to tech advancements to enhance client and employee experience

BNY to launch Alts Bridge wealth platform for private markets

Alts Bridge creates a powerful solution for investors, advisors, and the home office.

Wealth Management Institute: Boosting Capabilities for Strategic Investing for Family Offices

At this year's GFO Summit, WMI announced that it has exceeded its target of 5,000 enrolments in family office education programmes, achieving this milestone ahead of the 2025 schedule.

Will the Fed cut interest rates by 0.5% right away? More from our Global CIO Private Bank, Michael Strobaek

Many experts were sure at the time that this massive increase in the cost of credit would completely stifle economic growth in the USA – and this fear still exists.

Broadridge Recognized as a Leader in Financial Services for Communications Experience Platforms and Communications Outsourcing

Aspire Leaderboard placements highlight Broadridge’s strength in driving strategic communications experience and direction for customers globally

Broadridge’s Securities-based Lending Capabilities and Wealth Lending Network Now Integrated with Morningstar Advisor Workstation

The collaboration enables independent advisors to deliver holistic advice across the full balance sheet with fully integrated SBL capabilities to see the borrowing power for portfolios

Wealth and Asset Management