$7.5B Americana Adds Managing Partner to International Unit

Published on August 26, 2024

Javier Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division serving international UHNW clients.

Continue reading on website
Other news

Many Americans Willing To Sacrifice Extra Social Security Income

August 26, 2024
Most Americans understand that delaying Social Security benefits as long as possible will result in a bigger monthly paycheck, but many are willing to sacrifice the extra income, according to the Schroders 2024 U.S. Retirement Survey.

Successful Change Needs Buy-In from Staff, Clients

August 26, 2024
To make an organizational change effort stick, you have to start with the people, not with KPIs or quotas. If you want to move your firm to a client-centric model, you need to consider influencing factors such as your organizational structure and culture...