Managers of Wealth Americas

Midwest Financial Partners goes independent and launches RIA Octavia

The business will be staffed by 35 employees. They will cater to clients from offices located in Cincinnati, Los Angeles, San Diego and Miami.

WealthManagement.com Industry Awards Finalists Announced

The finalists for the 2020 “Wealthies” include 155 companies across 73 categories to be recognized this year at a live, digital awards ceremony.

Hometown Team: Dynasty Financial Partners Launches New Advisory Firm, Cyndeo Wealth Partners, in St. Petersburg, Florida

Prior to launching Cyndeo Wealth Partners, Mr. Kilgroe worked at UBS.

Aite Group Announces Winners of the 2020 Digital Wealth Management Impact Innovation Awards

Aite Group recognizes six innovative financial institutions leveraging best-in-class initiatives.

LPL Financial Welcomes Summit Street Wealth Management at Bank Five Nine

The program served approximately $200 million in brokerage, advisory and retirement plan assets*. It was previously affiliated with MML Investors Services (Mass Mutual).

BNY Mellon Investment Management Launches BNY Mellon Investor Solutions

BNY Mellon Investor Solutions brings together the full power of our collective enterprise to meet the ever-evolving needs of investors by providing an integrated investment offering—needs that have only been amplified in the current environment.

UBS Sees 11-Fold Surge in Net New Money From Latin America

Itau Unibanco Holding SA has adopted a similar strategy, with its volume in stand-by letters of credit to rich clients more than doubling from a year ago.

Morgan Stanley eyeing deals to get bigger in asset management

In wealth management, Morgan Stanley still expects to complete its acquisition of E*Trade Financial Corp. by the end of the year

Act Analytics and Black Diamond Announce ESG Technology Integration Share Article

Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from Black Diamond is automatically downloaded into ACT Analytics for ESG portfolio comparison, model

Younger generations look to shelter wealth abroad as the economic impacts of COVID-19 hit

For example, 16.1% of millennials have an offshore account, compared to only 3.6% of baby boomers.

‘LatAm is a pretty rich pool’: Vontobel's Zhang lists top discounted stocks

The company, however, envisions a recovery throughout the rest of the year

Two UBS Advisor's Named to Forbes/SHOOK List of Top Women Wealth Advisors

The ranking is based on an algorithm of qualitative data

Is Goldman Sachs the Blueprint for Wealth Managers?

Geneva, where Goldman poached two super-rich bankers from UBS this week, is emerging as a linchpin in those plans.

Active Engagement Key to Reflecting Sustainable Investing Values - RESEARCH

The new study, which surveyed nationally a statistically relevant group of 1,000 individual investors age 18 or older, examined the degree to which investors want to have a social impact and the degree to which they are willing to make trade-offs to achie

Wealth and Asset Management