Managers of Wealth Americas

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 managers bullish on equities as elections come and go

The swing in positive sentiment suggests that investment managers are unfazed by this year’s election fever and have greater clarity on the direction of travel for interest rates and inflation

Adams Brown recognized for wealth management excellence

Recognized for their excellence, Accounting Today has named Adams Brown Wealth Consultants as a Top Firm by Assets Under Management (AUM): Wealth Magnets.

Broadridge Adds Values-Based Investing Tool into Advisor Platform, Enabling Enhanced Advisor-Client Experiences

Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values

Consider taking advantage of current attractive yields

Central bank rate cuts are starting. And economic growth is robust, keeping default rates low.

Family offices plugged into tech investing, says Pepper International CEO

Family office advisor Carol Pepper shines a spotlight on how today's 'Rockefellers' are protecting and growing their family fortunes.

Adding Value for the Next Generation of Wealth Management

Olivia Eisinger, GM of Advisory at Apex Fintech Solutions, discusses how advisory firms can become a destination for top next-gen talent.

Wealth and Asset Management