Managers of Wealth Americas

Morgan Stanley First Quarter 2024 Earnings Results

Morgan Stanley Reports Net Revenues of $15.1 Billion, EPS of $2.02 and ROTCE of 19.7%

Sanctuary brought in $4.9m through asset manager partner program in 2023

Sanctuary made the money via a strategic partnership program, sources told Citywire.

Diversify Advisor Network Adds $645 Firm To Partner Platform

Delaware-Based Key Advisors Transitions From Independent To Employee Model

These Are the Consequences of the Cash Problem of Private Banks

Swiss private banks felt the impact last year. In addition to the strong Swiss Franc, it was this flight to cash that caused their revenues from commission-based business to collapse.

Carlos Torres Vila opens the BBVA Global Wealth Advisors office in Miami

Last Friday, the Chair of BBVA formally opened the new Miami office of BBVA Global Wealth Advisors (GWA), BBVA’s U.S. registered investment advisory unit. Carlos Torres Vila met with the team at this new office, comprised of over 30 professionals.

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

Wealth and Asset Management