Managers of Wealth Americas

CI Financial Reports Total Assets of $465.9 Billion for February 2024

Canadian wealth management assets of $91.9 billion, Canadian custody assets of $27.1 billion, and U.S. wealth management assets of $218.9 billion.

OneVest and TrueNorth Announce Strategic Partnership to Revolutionize Wealth Management Technology for Financial Institutions

This collaboration marks a leap forward in delivering next-gen wealth management technology solutions to banks and financial institutions across North America.

EFG Agrees to Pay the US for Possible Sanctions Breaches

The settlement amount reflects OFAC’s determination that EFG’s apparent violations were voluntarily self-disclosed and not egregious, and also reflects EFG’s significant remedial measures

Carson Wealth Expands Omaha Presence With $163M Team From Elk River Wealth Management

This expansion highlights Carson Wealth's commitment to delivering exceptional wealth management services nationwide.

Baird Adds The Palm Financial Group to Madison West Office

The firm also has an office in Downtown Madison.

J.P. Morgan Wealth Management and Entrepreneur Daniella Pierson Will Host Event to Help Women Build Financial Freedom

With the BE A BREADWINNER brand, Daniella Pierson wants to provide informative, inspiring, and actionable content to anyone interested in taking control of their future to achieve financial freedom and independence.

UBS Boss: We Need to Lean on Larger Clients to Lift Sagging Profits

The bank’s U.S.-based advisors, most of them already focused on high-net-worth and ultra-high-net-worth clients, must hunt bigger game, according to CEO Sergio Ermotti.

Blue Owl takes aim at wealth market with investments in alts firms

US private markets firm has a near 50/50 split when it comes to fundraising from institutional and wealth clients.

Gap Widens Between Leaders and Non-Leaders as Digital Transformation in Financial Services Reaches New Level of Maturity

Firms pacing investments in core technologies and cyber while promise of GenAI and the war for talent becomes the next battleground

IFG Expands Partnership with Envestnet to Offer its Advisors Full Access to Industry's Most Connected and Scaled Wealth Management Platform

Partnership to Leverage the Entirety of the Envestnet Ecosystem, Including Wealth Analytics Capabilities and the Envestnet Credit Exchange to Help Advisors Grow

Latitude Wealth Advisors Selects Osaic for Growth Platform and Client Services

Former Ameriprise Firm with $210 million in Client Assets Joins Affiliated Advisors, One of Osaic's Largest Enterprise OSJs

Goldman Sachs seeks to expand private credit portfolio to $300 billion in five years

Of the $40 billion to $50 billion Goldman plans to raise for alternative investments this year, at least a third will be dedicated to financing private credit strategies, he said.

Elon Musk's Wealth Takes A $40 Billion Hit In 2024

The decrease in Musk’s wealth is primarily linked to Tesla‘s share price, which has seen a decline of nearly 29% in 2024.

Envestnet Named Asset Management Platform of the Year in Wealth Solutions Report's Inaugural Wealth Exemplar Awards Program

Award Recognition Comes as Envestnet –the Industry's Leading Connected Wealth Management Platform – Celebrates 25 Years of Empowering Advisors to Deliver Holistic Financial Advice

Indianapolis Team Leaves Stifel to Create M&K Legacy Wealth – a Registered Investment Advisor

M&K is a people-first culture with deep compassion for serving families, building trusted, multi-generational relationships, and providing an exceptional experience.

BNP Paribas Asset Management leads the way to accelerate Net Zero ambitions in partnership with NYC Comptroller’s Office and Climate & Nature Solutions

This joint initiative aims to provide clear guidance to the institutional investment community, to reposition their portfolios for sustainable growth.

Wealth and Asset Management