Managers of Wealth Americas

LPL Super OSJ Integrated Partners Adds $200 Million RIA

Founded in 1996, Waltham, Mass.-based Integrated Partners rebranded from Integrated Financial Partners in April, according to the company.

Morgan Stanley Wins Three Industry Awards

Modern Wealth Platform (WealthDesk), Portfolio Risk Platform and Morgan Stanley Impact Quotient are cited

12 Top US Wealth Management Firms

The firms were measured by client assets per firm, defined as discretionary and advisory assets under management as well as non discretionary brokerage assets and non discretionary assets that are held in custody-only accounts for private clients.

More Focus by 'Family Office' Investors on Real Estate is Boosting the Demand of Luxury Real Estate in Miami

This is mainly because family offices are doubtful about the ability of hedge funds to protect funds in times of economic slowdowns.

Broadway Bank’s Wealth Management Team Delivers Innovative Solutions, Personal Service

Broadway Bank’s decades of success in wealth management have been built upon its core philosophy of a “you-focused” approach, which puts clients and their needs at the forefront of the bank’s mission.

Canaccord Genuity completes Australian deal

Business combination creates a leading Australian financial services firm with an expanded national footprint and a powerful offering for its combined clients

UBS Advisor Michael S. Matthews, Named to Forbes List of America's Top 100 Wealth Advisors 2019

Recognition of an exceptional career in Financial Services

Rockefeller Lures UBS Advisor in Los Angeles with $600-Million Book

He is the second broker to join Rockefeller’s Los Angeles office, and the 13th to join the private wealth management arm of the business whose name screams family wealth since Fleming took the reins in early 2018.

SEI Investments: A Wonderful Business At An Attractive Price

"We believe that SEI Investments will continue to see multiple industry tailwinds to drive the growth of the total market."

Morgan Stanley Sheds More Advisors

The wealth management unit’s net revenue came in at $4.36 billion, down from $4.40 billion a year earlier.

Jersey Finance launches New York office

The launch event, held at The Peninsula New York on 16 October

Morgan Stanley’s Revenue Growth Rate Will Be Notably Lower Over Coming Years

In 2019, Morgan Stanley’s Institutional Securities division is expected to contribute roughly $19.3 billion (48%) to its Total Revenue estimate of $40 billion, which is 4% less than the 2018 figure of $20.1 billion.

Merrill Adds Advisors, New Clients

These salaried employees work in Bank of America branches or at call centers, where they assist clients of the Merrill Edge digital offerings.

EP Wealth Advisors snaps up CPIC International

Acquisition expands EP Wealth’s presence in the San Francisco Bay area and bolsters in-house investment management expertise

Morgan Stanley notches strong quarter as bond trading surges

Revenue from fixed income sales & trading offsets decline for wealth management

JPMorgan wealth income dips in third quarter

JPMorgan chairman and CEO Jamie Dimon said that in “Asset & Wealth Management, both AUM and client assets were a record helped by strong net inflows into long-term and liquidity products”.

How to Combat the ‘More Money, More Problems’ Trap

When net worth grows beyond $15 million, the question about what to do with all the money grows ever larger. It is not an easy one to answer.

BNY Mellon's Pershing Unveils New, Centralized Portal for Investment Managers

The new portal enables clients to easily manage and deliver models

Wells Fargo Reports Third Quarter 2019 Net Income of $4.6 Billion

Diluted EPS of $0.92 included the impact of a discrete litigation accrual of $(0.35) per share and a gain on the sale of our Institutional Retirement and Trust business of $0.20 per share

Inside JP Morgan, Moving On From WeWork is Proving to Be a Messy Proposition

But Erdoes has been a fixture when it comes to WeWork-related matters at the bank, according to sources with knowledge of the discussions—a testament to how deep ties have run between America’s largest financial institution and the coworking s

Wealth and Asset Management