Managers of Wealth Americas

James Gorman pivoted to 'wealth management' to save Morgan Stanley after the 2008 financial crisis

The report was enough to immediately send Morgan Stanley shares (MS) down on a day when markets were up.

UBP House View - April 2024

This has bolstered the Bank’s confidence in the Swiss and UK markets, which have been lagging behind the US indices.

Envestnet Delivers Next-Level Billing Solutions to Intech Through Leading Wealth Management Platform

Envestnet's Revenue Manager Offers Asset Managers Comprehensive Suite of End-to-End, Enterprise-Class Billing Capabilities for Streamlined Processes and Elevated Productivity

Rocket-fuelled growth catches up with Morgan Stanley’s wealth business

The trio join the US Federal Reserve, which was already known to be investigating the wealth-management unit’s internal controls.

BlackRock assets hit record $10.5 trillion as markets surge

BlackRock's AUM surged 15% in the first quarter from a year earlier

T. Rowe Price Group Reports Preliminary Month-end Assets Under Management For March 2024

Preliminary net outflows were $1.2 billion for March 2024 and $8.0 billion for the quarter-ended March 2024.

Shifting The Family Office For A Different Generation

Additionally, research suggests that this wealth will transfer to a smaller, yet more diverse group compared to previous generations.

Stratos Private Wealth extends its market footprint

Stratos Private Wealth extends its market footprint Stratos Private Wealth expands to Westchester, New York, and Southern New Jersey

Big bank profits likely fell in first quarter but investors don't seem worried

The stocks of Citigroup, Wells Fargo, JPMorgan and Bank of America have climbed 20%, 17%, 16% and 12% so far this year — outperforming major indexes.

Gateway Expands Private Wealth Division

LPL offers a wide range of investment products, premier platforms, and top-tier technology solutions to serve financial institutions of all sizes.

Using bond ladders to manage liquidity

Bond ladders can be a useful tool to help investors balance their liquidity needs with stable income generation.

Cerity Partners Announces Combination with Agility to Offer Outsourced Chief Investment Officer Capability

The addition of Denver-based Agility will expand Cerity Partners' capabilities through outsourced chief investment officer services to non-profit organizations, UHNW individuals, and family offices.

Family offices have tripled since 2019, creating a new gold rush on Wall Street

There are more than 2,600 billionaires in the world, almost all of them requiring a family office.

Stratos Private Wealth reveals East Coast expansion plans

The firm is rebranding a pair of Stratos-affiliated practices to boost its presence on the East Coast

YCharts and Savant Wealth Management Enhance Partnership

This strategic collaboration aims to empower advisors with enhanced capabilities

How Much Are the Ultra Wealthy Really Investing in Gold?

They just don’t own giant vaults and swim in gold like Scrooge McDuck.

Wealth apps: improving the digital experience for your wealth management clients

Our own results demonstrate that enhanced client-facing texting and messaging services can increase front office productivity by 25% while boosting client-facing time by 5–10% through enhanced collaboration.

Cerulli: Wealthy Investors Prefer Advisors at Big Firms

Investors have a strong preference for advisors at large national banks and broker/dealers, especially the high-net-worth.

Brookfield Announces a Strategic Partnership with Soundcore Capital Partners and Heartland Paving Partners

The investment is to accelerate the platform's growth as it pursues further consolidation in the Upper Midwest market.

BraddockMatthews and David Barrett Partners Combine to Create BraddockMatthewsBarrett

The merging of the two firms, which serve complementary segments of the investment management industry, creates a unique, compelling international executive search firm

Wealth and Asset Management