Managers of Wealth Americas

Northern Trust selects Finbourne

Northern Trust outlined specific requirements for a technology provider to support the modernisation of their valuation and reporting capabilities

RBC Tops Estimates as Capital Markets Beat Expectations

Royal Bank injected almost $3 billion to boost City National’s balance sheet last year and has installed new top managers at the unit.

Family Affair

Bringing a new member into a fully operating wealth management business generally offers an injection of optimism along with the prospect of growth.

It Can’t Just be about Tech

Meanwhile global equity investors search for further support for the rally from the rest of the world.

The AmeriFlex Group® Welcomes ERSI Wealth Management to Its Platform

After discussions with their leadership, it was clear the culture and strategy of this firm were right for our practice.

Wintrust Financial Corporation and LPL Financial Announce Strategic Relationship

Wintrust Plans to Transition Two of its Wealth Management Businesses to LPL’s Institution Services Platform.

Blackstone CEO Schwarzman collected $1.4b last year

Blackstone slowed its pace of cashing out of deals last year, as would-be buyers stayed on the sidelines and high interest rates curbed valuations.

Keebeck Wealth Management and iCapital team to expand investing opportunities

Keebeck Wealth Management and iCapital collaborate to increase family and entrepreneur investment options.

Sandra Cho and Kristy Motta named 2024 Forbes Top Women Wealth Advisors Best-In-State

This award marks the eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State, which features 1,991 women managing cumulative assets of over $2.8 trillion.

Morgan Stanley wealth chief touts the benefits of being big

Morgan Stanley COO Jed Finn touted his wealth management team’s multiple advantages over rivals at this week's Bank of America Financial Services conference in Miami.

JPMorgan CEO Dimon sells about $150 million of his shares, SEC filing says

The sale is not related to leadership succession and the bank chief had no current plans to sell more stock, but could consider doing so in the future, a company spokesperson said in October.

Blair White Group named to Forbes best wealth management teams list

Merrill Lynch has served the community with an office in Wilson since 1923.

SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence

Strategic Investment and Partnership Fosters Industry Talent, Innovation, and Growth

Wealth Management: Baker Tilly Partners with Wealthtech Addepar to Diversify Revenue Streams

They partnered with Addepar in order “to help grow their Family Office client base, diversify revenue streams and continue to provide the best in personalized, transparent wealth solutions.

PUER Joins Campden Wealth As a Corporate Partner to Provide Multigenerational Health Resources

PUER is joining the Campden Wealth community as one of Campden Wealth's select corporate partners for 2024.

J.P. Morgan Private Bank grows presence in Scotland

The new team of dedicated advisors will join the existing team based in Edinburgh and will provide wealth management services to individuals, family offices, charities and family foundations across Scotland.

LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors

Building on the successful launch of Tax Planning, LPL’s Business Solutions team continues to evolve customized ways for advisors to offer innovative planning solutions for affluent families

Wealth and Asset Management