Managers of Wealth Americas

Private Banks Call For Trimmed «Trump Trades»

Following the withdrawal of Joe Biden from the US presidential race, market watchers are prescribing a lower level of certainty that the Republicans will win both the White House and Congress.

RBC Wealth Management congratulates advisors named to 2024 Barron’s “Top 100 Women Financial Advisors” list

The annual award recognizes top financial advisors across the country using criteria such as assets under management, revenue generated by advisors and client retention.

Six J.P. Morgan Advisors Make Barron’s Top 100 Women Financial Advisors

All have been on this ranking for at least three years, and have a combined 40 years on this list.

Deutsche Bank to Hire More US Private Bankers in Wealth Push

They already brought on wealth advisers from rivals such as Citigroup Inc. and Bank of America Corp. since the start of last year.

Expected Drop in Interest Rates Fuels Wealth Management M&A

An Echelon Partners report showed robust activity in mergers and acquisition in Q2.

Modern Wealth Surpasses $4B in Less Than 2 Years

The RIA formed by partners who broke away from Goldman Sachs is building a workplace retirement plan and wealth advisement business in tandem, says co-founder and co-CEO Mike Capelle.

Ashton Thomas Private Wealth Announces Strategic Relationship with iCapital® to Manage and Scale Private Market Investments

Ashton Thomas, part of Arax Investment Partners, empowers its independent advisors and their clients with access to iCapital’s operating system

The world’s best bank for wealth management: JPMorgan Private Bank

Few banks have navigated turbulent times so well, posting record revenues on the back of strong net inflows and rising markets.

Blackstone's real estate arm drags on Q2 results

High interest rates impact property valuations and inflows, affecting Blackstone's Q2 earnings

Foundation Wealth Partners announces expansion with new office

Private wealth services firm welcomes a new advisor from a major Canadian bank

Whittier Trust Honored as a Finalist for ‘Multi-Family Office Team of the Year’ for the Second Consecutive Year at the 2024 STEP Private Client Awards

This recognition is a testament to Whittier Trust's commitment to prioritizing clients' needs, goals, and legacies and providing the utmost professional service in wealth advising.

Morgan Stanley Wealth Management Pulse Survey Reveals Mixed Sentiment Amid Hot Market and Cool Inflation

Though the majority believe cuts are on the horizon. 54% believe the Fed will cut rates in the second half of the year.

World Investment Advisors Acquires $3.5B Raymond James Team

Fresh off a rebrand, World Investment Advisors adds Boston Harbor Wealth Advisors, as it continues to build out its wealth business.

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

Wealth and Asset Management