Managers of Wealth Americas

A bumpy path to US dollar weakening

As an unexpectedly resilient US economy keeps kicking expectations of a recession into the future, the dollar has been supported in recent months.

End-to-End, Third-Party Operating Models Deployed by Wealth and Asset Managers Are Transforming the Industry

"Customer demands for personalized wealth solutions are steadily rising along the value chain, requiring wealth and asset managers to make further investments,"

With a debt ceiling deal in view, now what?

US policymakers responded quickly to 2023 banking sector turbulence with liquidity measures, verbal intervention, and rescue deals. Now, a compromise bipartisan debt ceiling extension deal is coming together in Congress.

Veteran Recruiting & Leadership Team Launches Growth-Focused Firm Momentum Wealth Partners with LPL Affiliation

Kevin R. Frank and S. Asif Hussain are the Co-Founders and Managing Partners of Momentum Wealth Partners

Hightower Makes Strategic Investment in Vigilant Wealth Management

Hightower expands partnership footprint in the northeast

Credit Suisse Shares Breach NYSE Rules

Under the terms of the agreement, Credit Suisse shareholders will receive one UBS share for 22.48 shares.

Mariner Wealth Advisors Acquires Financial Wellness Platform Spring

First Acquisition of its Kind for the Firm Will Support Employee Retention and Experience

Canaccord Genuity Group Inc. announces completion of its acquisition of Mercer's Canadian Private Wealth Business

The former clients of Mercer Private Wealth will benefit from access to the extensive range of services offered by Canaccord Genuity Wealth Management in Canada, in addition to global research and expertise from across Canaccord Genuity Group.

American Bank & Trust partners with Marstone to enhance wealth management offering

American Bank & Trust has offered clients a complete range of services such as personal banking, commercial banking, private banking, cash management, consumer loans, residential mortgage loans, trust, and wealth management.

How top banks like JPMorgan and Goldman Sachs train young wealth managers to work with ultra-rich clients

Insider spoke to 4 top banks about how they prepare bankers to work with their most prized clients.

Three UBS advisors in Florida named to Forbes/SHOOK Top 250 Wealth Advisors list

The list was developed by SHOOK Research and is based on a variety of qualitative and quantitative factors, including in-person interviews, industry experience, compliance records, assets under management, and revenue.

Four UBS wealth management advisors in Hawaii named to Forbes and Barron’s Top Advisor Lists

This acknowlegment recognizes their experience, professionalism and dedication to providing clients with high quality advice and service.

JPMorgan pushes wealth management goals with private bank's Midwest and South regions

The New York-based banking giant announced plans Wednesday to set up Midwest and South divisions within its private bank's Central Region.

Ten Capital reaches $1 billion in managed assets

New milestone coincides with Hightower strategic partnership

J.P. Morgan Private Bank Introduces South and Midwest Regions

Accelerating business and advisor growth prompts addition of new leadership

Amwell Ridge Wealth Management Affiliates with Bleakley Financial Group

Our partnership with Bleakley Financial Group will bolster our wealth management, financial planning, and investment operations.

Apollon Wealth Management Expands Southern Footprint

The Catalyst Wealth Management team is led by Managing Partners Christopher D. Pullaro, CPA, CFP®, David Pierce, Dave Mirolli and Brian Pierce.

ZEDRA Announces Close of Strategic Minority Investment from BCI

This investment, which was announced in March 2022, has been approved by all relevant authorities.

First Republic Wealth Advisors Voted With Their Feet–And It Wasn’t For JPMorgan

But the failure of the California bank was a home run for Morgan Stanley.

Apollon Wealth Management Expands Southern Footprint, Partnering with Atlanta-Based Catalyst Wealth Management

The new DBA, Catalyst Apollon, will be part of Apollon’s SEC-registered RIA firm.

Wealth and Asset Management