Managers of Wealth Americas

Morgan Stanley's Wealth Management Revenues Could Reach $18.4 Billion By 2021

While industry headwinds are likely to weigh on wealth management fees for Morgan Stanley

Itaú Private Bank opens offshore platform to Colombian clients

The decision to open the doors of their US business to Colombian investors is part of a larger growth plan for the Latin American market.

Stifel announces record net revenues in Global Wealth Management

The Company's reported GAAP net income for the three months ended June 30, 2019 was primarily impacted by merger-related expenses.

Kudu Investment Management acquires minority stake in wealth manager

Kudu’s partners collectively manage approximately $19 billion in AUM for institutional and individual investors.

Three Ways To Embrace The Next Generation Of Family Office Leaders

The reality, however, is that the majority of family businesses do not succeed into the next generation because they are not motivated and inspired to take the reins.

Charles Schwab to Buy USAA Investment Company Assets for $1.8 Billion

Would make Schwab the exclusive wealth management and brokerage provider for USAA members.

Ameriprise Wealth Profits Rise

“Our wealth management business is leading the way,” Chief Executive James Cracchiolo said on a conference call with analysts on Thursday.

Independent wealth management firm acquire another Billion dollar RIA

The Planning Solutions Group team is “grateful to the extended Wealth Enhancement Group for making the on-boarding process as seamless as possible” both for their “staff and clients,” Robert Carson, senior vice president and financ

Invesco revenue rises but outflows persist on Oppenheimer merger

We certainly are seeing elevated outflows in legacy OppenheimerFunds products

Majority of investors changed portfolios during 2018 market volatility

The global trend to chop and change investments after a shorter than recommended period, underlines that patience is not closely linked to either geographical attributes or the generation gap.

Almost half of high income Canadians are not as wealthy as they thought they would be at this stage

High-income Canadians are optimistic they will meet their goals

Wealth managers must brace for multi-trillion-dollar transfer

The age groups set to receive those assets, Gen Xers and millennials, tend to be more digitally savvy than the previous generation.

Why banks are doubling down on wealth management services

Banks offer this because there’s a growing demand for wealth management.

HSBC Bank Announces Partnership Expansion to US with Women’s Network, AllBright

Partnership Strengthens Commitment to Supporting Female Entrepreneurs

UBS loses 248 advisers in the Americas over past year

Meanwhile adviser annual productivity reaches new peak of $1.35 million

Wealth management M&A activity at record clip in first half of the year

RIA transactions were up 49 percent from the first half of 2018, and assets transacted increased 55 percent.

Wealthy Americans are increasingly willing to invest, new UBS survey finds

The survey, which polled more than 3,800 wealthy investors and entrepreneurs in 17 countries, also shows US investors remain positive on the U.S. stock market but continue to rank politics and the national debt as top concerns.

Stratos Wealth Advisors Reports 102% Second Quarter Growth

Since its inception, Stratos Wealth Advisors has grown to 27 advisors and has 16 offices in 10 states.

LPL Financial Welcomes Charton Financial Group

He joins from FMS Financial Partners, an affiliate of Kestra Financial Partners.

Convergence of retirement and wealth management is next 'battleground'

The ultimate goal is to engage all 401(k) participants by offering in-plan financial advice

Wealth and Asset Management