Managers of Wealth Americas

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI

Morgan Stanley Wealth Management Pulse Survey Reveals Investor Views Cool Amid Continued Monetary Tightening

Yet many believe that the economy will end up in a good place by the end of the year

Fifteen UBS advisors in the Houston region named to the Forbes Best-In-State Wealth Advisors list

UBS also announced today that the South Central Group, based in The Woodlands, TX and led by Robert Vaughan, was named a National Association of Plan Advisors (NAPA) Top Defined Contribution (DC) Advisor Team by Assets Under Advisement for 2022.

Larry Fink sells 7% of his BlackRock stake, nets $25m

The BlackRock CEO, who regularly offloads portions of his stake in the asset manager, sold 35,800 shares, or 7% of his holding, last week.

Morningstar U.S. Wealth Platform Adds BlackRock, Clark Capital, Fidelity, T. Rowe Price Portfolios to Offer Greater Advisor Flexibility and Choice

Morningstar-curated models now available via unified managed accounts

J.P. Morgan Launches Wealth Program for Women

The program will include in-person roundtable events on investing and wealth management topics across Hong Kong and Singapore featuring female leaders from the bank and beyond.

Schwab’s Wealth Biz Expansion Makes Sense But Could Spur Conflict with RIAs: Analysts

Our clients are increasingly asking for help and advice, providing us with a growth opportunity.

QA Wealth Management Joins Captrust

Firm Specializes in Wealth Management for Big Four and Consulting Partners

How can today’s millennial investors drive tomorrow’s business growth?

Wealth managers have an opportunity to build trust with this vital client group, especially during times of increased market instability.

Rebrand refocuses firm on being one-stop shop for high net worth

Offices brought together as a team of experts

Mercia Asset Management : An interview with Amy Newton

Additionally, businesses need to value and consider diversity as a crucial factor in their decision-making process in achieving commercial success.

Citigroup's Global Wealth Strategy Is Off to a Slow Start, but There Are Signs of Life

One area that management planned to emphasize was global wealth management.

Broadridge: JPMAM and Blackrock Tied as Top Fund Firms in China

Blackrock maintained its top position but its score fell slightly lower due to a decline in inbound Chinese AUM.

CORRECTION FROM SOURCE: Focus Wealth Management Launches Retirement Preservation Strategies

The retirement strategies incorporate individual investing, lifestyle habits and goals while ensuring one's mindset is aligned.

Higher cash rates conceal risks to long-term wealth growth

Apple this week introduced a new 4.15% yield offer on deposits for its Apple Card business in partnership with Goldman Sachs, with no fees or minimum deposit requirements.

More First Republic Advisors Jump to Rockefeller, City National Bank

In the latest exodus from troubled First Republic Bank, a 17-member New York team has joined Rockefeller’s global family office, while another advisor goes to City National Bank.

Morgan Stanley beats estimates as wealth management shines

“We are not in a banking crisis, but we have had, and may still have, a crisis among some banks,” Morgan Stanley CEO James Gorman told analysts on a conference call.

Morgan Stanley's dealmaking CEO Gorman signals more purchases to come

Gorman has transformed the Wall Street powerhouse into a more diversified firm that is less reliant on its traditional strengths

Atria Wealth Solutions Announces Acquisition of Independent Wealth Management Firm Grove Point Financial

Purchase of Grove Point Financial brings 400 independent financial professionals with approximately $15 billion of assets under administration to fast-growing Atria Wealth Solutions. Grove Point will maintain its existing clearing and custody relationship

UBS Advisors Drew Freides and Michael Kanigher Named to the America’s Top Wealth Advisors and Best-In-State Wealth Advisors Lists by Forbes

Drew and Michael are founding members of Mainsail Wealth Partners, one of the largest advisor teams at UBS.

Wealth and Asset Management