Managers of Wealth Americas

Andrew Graham launches SEC Registered Investment Advisor and fiduciary firm Jackson Square Capital

Jackson Square Capital advises over $250 million in assets under management.

Morgan Stanley Widens Roles of Finn, Other Wealth Executives

The new unit will include Morgan Stanley Wealth’s call-center business for less affluent investors that has been rebranded Virtual Advisor and its “robo” automated investment platform called Morgan Stanley Access Investing.

CrossleyShear Wealth Management's Evan Shear Recognized as an NFL Players Association Registered Financial Advisor

Recognition follows recent launch of the practice's CSsports division

Wealth managers ignore 401(k) plans at their peril

Wealth managers may scoff at 401(k) clients but they become susceptible to losing current clients as a result

UBS Global Wealth Management president says the future of US citizens is at risk if we don't repair decaying bridges and outdated transit systems

In this op-ed, he says if the US doesn't invest in next-generation infrastructure, the well-being of our citizens is at risk.

Gorman Spends Big To Reach Next-Gen Wealth

Everyone wants a piece of the millennial market.

BTG Pactual adds 3 fund houses to offshore wealth platform

More recently, Shinohara and his team have been focusing their efforts on the platform's alternatives offering.

Morgan Stanley Merges U.S. Private and International Wealth Units

Morgan Stanley has “refocused and repositioned” its international wealth management business over several years “to serve a higher net worth client segment”

Wealthy CEOs and hedge-fund managers are flocking to Miami for the tax breaks, and it's creating massive waiting lists at the area's elite private schools

Several top private schools in the area told Business Insider that they've seen increased interest from families moving from these states.

Number of U.S. Millionaires Grows in 2018, for 10th Straight Year

While the report charts steady growth in household wealth in 2018, continuing an upward trend since the 2008 recession, there was still slower growth than in 2017, according to the report.

Ora Citron Private Wealth Management merges with The Diamond Group

“We have known each other for several years and admire how similar our values and the processes that we both use to serve our clients.”

High-net-worth investors not impressed by mobile wealth management apps

Apps are still too text-heavy and difficult to navigate, J.D. Power study finds

AllianzGI reveals growth plans for LatAm wealth market

The input that I was receiving... was you need to be local.

Morgan Stanley int'l wealth head exits as firm reorganizes business

The firm said it is combining the businesses to help the firm focus on serving wealthier international clients.

Better asset management ‘could boost public services revenue’

Harris said IMF research had found that while countries have very large assets – 220% of GDP globally – these are not being used to generate any revenue and are not managed properly.

Why Wealth Creation Is The Next Frontier In Wealth Management

Before becoming a household name, fintech was very visible and “in your face.”

Citi Joins UBS in Setting Up Singapore Currency Trading Hub

Citi’s system is also expected to support 13 deliverable emerging-market currencies.

Cetera Adds $640 Million Wealth Management Practice

In addition to serving organized labor members, Megent offers advanced planning, financial product integration and coordination of financial decisions to individual investors and businesses, according to the press release.

Evan Shear Named to Forbes' 2019 Best-in-State List of Wealth Advisors

The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data

Wilmington Trust named provider of year award

Receiving this award is a gratifying way to start 2019

Wealth and Asset Management