Managers of Wealth Americas

Bank of America rises, Morgan Stanley falls on Q2 earnings

The Morning Brief anchors Brad Smith and Seana Smith break down the latest earnings figures for these major banks and what it could mean for their stocks moving forward.

Wealth Management Platform Market Size to Reach US$ 15.8 Billion by 2032

The growing need for easily accessible and efficient wealth management solutions, in combination with investor confidence in digital platforms, is driving significant growth in the wealth management platform market, Says SNS Insider.

Glen Smith, CEO and CIO of GDS Wealth Management, Celebrates 20 Years in the Financial Services Industry

The last twenty years of Glen's career have been marked by tremendous blessings.

Goldman Sachs’ Wealth Management Revenue Up 8% in Q2

The bank's Asset & Wealth Management segment is becoming a bigger contributor to the firm’s overall growth.

Morgan Stanley’s wealth business stumbles even as profits jump

Bank reports 40% rise in quarterly profits but wealth unit struggles to attract assets with interest rates higher

Top 10 Best Women Wealth Advisors of America 2024

Meet the top 10 women wealth advisors in America, managing large portfolios and providing sound investment advice. They've successfully navigated the market, making them a valuable asset for their clients.

Morgan Stanley's wealth business slowdown overshadows profit beat

The growth in the wealth business had helped Morgan Stanley weather the industry-wide, two-year slump in investment banking

Arete Wealth announces expansion of clearing and custody services with BNY Pershing

Leading independent broker-dealer & RIA with over $6B in assets under management expands and enhances its wealth management platform

Modern Wealth Management Acquires C&J Wealth Advisors, Surpasses $4 Billion in AUM

Firm successfully completes its ninth acquisition in the last 14 months to establish its presence in the South and to exceed $4 billion in AUM

How the family office became one of the world’s fastest wealth generators

The sector has expanded from a small number of groups to about 15,000 offices worldwide and an estimated $5.9tn in assets

Ken Anderson, Morgan Stanley Wealth Management

Financial Advisor and First Vice President, Morgan Stanley Wealth Management

Global Wealth Report 2024

Wealth is steadily growing throughout the world – albeit at different speeds – with very few exceptions.

$7.8bn Perigon signs on to use Zoe Financial’s digital wealth platform

The Constellation Wealth Capital-backed RIA will place new advisory clients — gained both organically and inorganically — on the Zoe Wealth platform.

Positioning portfolios for a likely pickup in volatility

US equities started the week at fresh record highs, with the S&P 500 and the Nasdaq rising amid increased market confidence of a Federal Reserve rate cut in the coming months.

Global Financial Wealth Rebounds by 7% in 2023, Driven by Buoyant Equity Markets

Over the next five years, an estimated $92 trillion of financial wealth will be created.

Huntington Private Bank wins two Wealth for Good Awards

Huntington's wealth-management business recognized for inclusion and thought leadership

The Family-Office Boom Is Proving Hugely Positive for Alternative Investments

And with private-equity firms clamouring to catch the attention of this once-overlooked segment of the wealth-management industry, that boom could well continue for some time to come.

When it comes to financial advisor success, wealth management consultants are key players at RBC Wealth Management

We want to help financial advisors build their business in a way that’s meaningful to them

Three reasons why investing in people matters

Investing in themes like "Diversity and Equality" can also be a way to identify companies focused on employee retention and productivity.

Why the CEO of a woman-focused investing firm is still all-in on remote work

Krawcheck says an all-remote office helped with recruiting, as the firm could pick the best applicants regardless of their location, and also made everyone more effective.

Wealth and Asset Management