Managers of Wealth Americas

iCapital® Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite

Macquarie Group 2024 Operational Briefing

The markets-facing businesses’ combined 3Q24 net profit contribution was substantially down on 3Q23.

Why Wealth Management Fees Have Remained Steady and DC Advisory Fees Have Declined

Lessons learned from the wealth management industry.

Morningstar Wealth Adds SMAs from Asset Managers

Morningstar’s dedication to empowering advisors is core to why we implemented a manager selection process leveraging our renowned manager research team to provide a curated selection of investments available on the Wealth Platform

Our investment outlook for 2024 CGWM

There have been small pockets of opportunity, but most core asset markets and wealth management indices have lost ground since the start of 2022.

Brookfield Corporation Reports Strong 2023 Results

Distributable Earnings of $4.8 billion and Net Income of $5.1 billion for the Year

Rockefeller Global Family Office Expands Private Wealth Business in Southeast Division, Adds Variant Path Group in Charlotte, NC

The group joins from Morgan Stanley and will report to Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office. V

Miracle Mile Advisors Continues Growth Trajectory, Welcoming Two Firms With Combined Client Assets of $600 Million

The new advisors join the firm as partners and are granted Class A shares under Miracle Mile's unique ownership structure

NewEdge Advisors Welcomes Nesso Wealth of Connecticut

Nesso Wealth provides wealth management services to individuals, families, and business clients.

Will the Institutional Private Equity Push Leave Investors With Scraps?

These firms are implementing investor protections.

One Step Ahead Of The Wealth Management Evolution

He is a member of Fiduciary Trust's executive, management and operating committees.

Forbes Recognizes JKS Financial as a Best-in-State Top Wealth Management Team

The team was ranked 33 on Forbes and SHOOK Research's annual list

UBS Advisor Team Rimmel Mehaffey Pessy Wealth Consulting Group Named to Forbes Best-In-State Wealth Management Teams list

This is the second consecutive year that the team has been ranked the top advisor team (#1) in Pennsylvania – West by Forbes.

Wealth and Asset Management

iCapital® Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Macquarie Group 2024 Operational Briefing

Why Wealth Management Fees Have Remained Steady and DC Advisory Fees Have Declined

Morningstar Wealth Adds SMAs from Asset Managers

Our investment outlook for 2024 CGWM

Brookfield Corporation Reports Strong 2023 Results

Rockefeller Global Family Office Expands Private Wealth Business in Southeast Division, Adds Variant Path Group in Charlotte, NC

Miracle Mile Advisors Continues Growth Trajectory, Welcoming Two Firms With Combined Client Assets of $600 Million

NewEdge Advisors Welcomes Nesso Wealth of Connecticut

Will the Institutional Private Equity Push Leave Investors With Scraps?

One Step Ahead Of The Wealth Management Evolution

Forbes Recognizes JKS Financial as a Best-in-State Top Wealth Management Team

UBS Advisor Team Rimmel Mehaffey Pessy Wealth Consulting Group Named to Forbes Best-In-State Wealth Management Teams list

U.S. Fine Causes Pictet's Profits to Plummet

Stamford’s NewEdge Wealth opens Atlanta office

Young Americans’ Wealth Grew 80% Since 2019, But There’s a Catch

Blackstone Opens Private Credit Fund to French Retail Investors

Seven UBS advisor teams in Arizona named to the Forbes Best-in-State Wealth Management Teams 2024 list

SEI Attracts Large European and Global Asset Managers with CIT Lineup

Brookfield Announces $10 Billion First Closing for Second Brookfield Global Transition Fund