Managers of Wealth Americas

Optima Asset Management Recognized as Top Investment Advisor

Clients' Interests Come First at Fee-Only Wealth Management Firm

Ex-Northwestern Mutual team launch new wealth manager

Moosherr started his career in the industry in 1987 at Chesapeake Securities Research Corporation

UBS Faces Tough Questions on Wealth Mega-Merger

The move burnishes the standing of Naratil the Swiss bank's U.S. head who returned to New York in 2016.

Mercer to acquire Pavilion wealth management business

For Pavilion’s clients it will mean access to a global consulting and research operation.

Lido Advisors Honored as “The Most Influential Wealth Managers in Los Angeles”

Three senior executives included in Los Angeles Business Journal’s annual list

Wealth managers take wait-and-see approach to tariffs

A recession seems at least a year away, but a full-blown trade war could bring one sooner

Family Wealth Alliance Announces Best in Industry Awards Finalists

Winners to Be Announced at October 17 Awards Gala

DJ Van Keuren Announced as a Finalist for The Family Wealth Alliances Best in the Industry Awards

"This comes as a major surprise" said DJ

JPMorgan private bank boosting staff in Columbus

Chase is the second largest bank in Columbus, according to Business First research.

Evercore Wealth Management expands US presence

Mr. Palles was previously a Managing Director and Senior Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management.

Robo-advisors give traditional wealth managers an advantage

Hedgeable, an avant-garde robo-advisor called it quits last week, closing with $47,000 per account on average, despite marketing itself as high net worth-ready.

Report Suggests Wealth Managers Should Offer Clients Self-Directed Planning

Financial planning will continue to be an advisor-led process but Aite Group says firms are missing out on an opportunity to target other client segments.

Family office commissions Canadian alts AM to manage new fund

Timbercreek Investment Management is an alternative investment manager headquartered in Canada

Firethorn Wealth Partners joins tru Independence Platform

A commitment to providing our clients with the best wealth management experience possible is a pledge we take seriously and is core to the culture that we have instilled at Firethorn.

The New Wellness Trend For Women Is Wealth

A new Workplace Benefits report released by Bank of America Merrill Lynch found that women are plummeting on the financial wellness scale with more fear and stress than their male counterparts.

Public auction set for Rockefeller estate items

Somesville auctioneer Jerry Miller, who has been selected by the executors of the Rockefeller estate to conduct next week’s auction, said it will feature items from Ringing Point, the Rockefellers’ home in Seal Harbor.

UBS and Morgan Stanley Shed Reps to Rivals

The pair had managed $753 million and generated around $5 million annually at UBS, a person familiar with their practice tells AdvisorHub.

Ex-UBS Brazil WM exec launches indie advisory firm

The firm received the green light from Brazil’s market authority about a month ago, according to regulatory records.

Ultra-High Net Worth Need Advisors Who Know How Investments And Taxes Interact

It specifically requires an ability to marry the investment world with the tax ecosystem in a quest to maximize after-tax returns and make investing in such strategies a worthwhile endeavor.

Deutsche Bank Wants U.S. Wealth Managers Who Can "Grow Big Books"

Patrick Campion tells the paper he was given a green light by Deutsche’s new group chief executive Christian Sewing to “grow, grow, grow.”

Wealth and Asset Management