Managers of Wealth Americas

Morgan Stanley Takes On UHNW Challenges Beyond Tax Planning

During the interview, Kurlander and Chand discussed what the program has achieved so far and what is planned for this year and beyond.

CapIntel teams up with Mackenzie to debut wealth tech tool

Fintech firm's first-to-market offering offers benefits for asset managers, advisors, and end-clients

Choreo Completes Acquisition of Enso Wealth Management

Deal Quickly Follows Completion of Acquisition of Cherry Bekaert Wealth Management

Digital Done Right: Striking a Balance in Modern Wealth Management

There’s no doubt a huge opportunity is on the table for wealth managers today.

Sanctuary Wealth Chooses Wealthbox for Enterprise CRM Relationship

Sanctuary Wealth works consistently to assist our partner firms in developing their own businesses to the fullest and meeting all of their clients' needs.

RBC Brewin Dolphin’s 2023 investment outlook: a year of recession, inflation peaks, and bond returns

The impact of the fastest US rate hiking cycle in history will reverberate more visibly in the economy in 2023.

Asset managers brace for tough year of cost-cutting in 2023

Long-delayed reckoning comes after falling markets hit both management and performance fees last year

InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel

InCap Group served as exclusive financial advisor to RiverStone Wealth Management

FinFolio Unveils Enhancements To Back Office Software

FinFolio is now looking to branch out and target firms with $10 billion in assets.

Scotia Global Asset Management announces final year-end reinvested distributions for the Scotia ETFs

These are final year-end distributions which will be reinvested in additional units of the respective Scotia ETFs and do not include any cash distribution amounts for December.

Bank of America’s Merrill wealth management business to hire more advisers to meet demand

Economic uncertainty, with volatility in the stocks and bonds markets and 40-year high inflation, current clients recommending Merrill to friends and family and the population growth of the Houston area are all driving people to Merrill.

How UBS AM is stress-testing for liquidity risk

Policy shifts in Japan, China among scenarios under review at Swiss asset manager

Connolly Wealth Management breaks down Roth Conversions to help people with tax-efficient retirement planning.

Retirement planning is necessary to achieve that golden life and can be a long-term process that involves sacrificing money each month.

Cooper Lapman to Join Focus Partner Firm The Colony Group

The transaction is expected to close in the first quarter of 2023, subject to customary closing conditions.

10 People to Watch in Wealth Management in 2023

Well, that last one may be of fleeting importance for wealth management, but it was a riveting game to cap off an all around eventful year.

JPMorgan bankers try to lure away Morgan Stanley’s tax fund clients

Banks both offer tax-loss harvesting, which has boomed in popularity on Wall Street this year

How advisor's own life journey strengthens bond with clients

Wealth manager says she knows when a client will leave their spouse before the divorce lawyer. Melissa Prusky explains how

Cristiani sees LatAm as relative bright spot in 2023

The region’s advantage is likely to be short-lived and could fade by 2024, according to JPMorgan's private bank head.

Why financial advisors overwhelmingly prefer to be independent

With 37% of brokers across all firms managing $9 trillion in collective assets expecting to retire on a complete or partial basis over the next 10 years, independent brokerages and RIAs are gaining a "slow but steady migration" of advisors that&

Adams Wealth Management Group Selected As A "2022 Business of the Year" by the Dayton Business Journal

Adams Wealth Management Group and Dwayne Adams of Centerville, OH have been selected by the Dayton Business Journal as a "2022 Business of the Year"

Wealth and Asset Management