Managers of Wealth Americas

Rockin’ Steady by Oppenheimer

The S&P 500 has seen churn over the past month as the market seeks its next catalyst

Citigroup reports better-than-expected earnings on strong trading results

Revenues increased 5% from the prior-year period

JPMorgan Chase beats estimates, but second quarter profits plunge

JPMorgan also set aside another $8.9 billion last quarter to prepare for credit losses as the pandemic weighed on the global economy.

Eaton Vance’s RIA Nears $10B With WaterOak Deal

The companies did not disclose other terms of their deal, which remains contingent on certain closing conditions.

World Wealth Report 2020

High net worth individuals show interest in sustainable investing, scrutinize fees and want hyper-personalization

Here is why Morgan Stanley (MS) recent weekly performance of 3.76% shouldn’t bother you at All

In response to the ten-fold increase in the number of family offices since 2008, the report provides a broad discussion of best practices that address the key questions Morgan Stanley single family office clients raise most often.

The billionaires and country clubs that received small business loans from the government

All together, more than 400 country clubs and golf resorts received PPP funding.

HilltopSecurities Expands Wealth Management Presence

The Sherman Oaks branch is HilltopSecurities’ second wealth management office in the greater Los Angeles area.

Optimize Wealth Management Furthers its Nationwide Expansion

We provide our clients with premier wealth management through a holistic approach, and are sure that Patrick will help us continue to achieve this.

Wealth management firms among those that have taken PPP loans during coronavirus pandemic

The loan program was created under the $2 trillion-plus CARES Act passed by Congress in March.

RBC commits C$150 million to diversity push, aims for more minority executives

Minorities made up 37% of RBC’s Canadian workforce and 35% of U.S. employees in 2019, according to a report.

Montreal fintech raises $16m to enter wealth management services

Flinks plans to expand into new markets and verticals including wealth management

Wealth management firm launches legal practice

Chief Operating Officer, Stuart Payne, said: “Our focus will always be on helping families as we believe this is the most important and rewarding thing that we can do.

Morgan Stanley Launches Single Family Office Best Practices Report in Response to 10-fold Increase in Family Offices Since 2008

The report was conducted by the Firm’s Single Family Office Advisory team in collaboration with Morgan Stanley Wealth Management professionals

Wealth and Asset Management