Managers of Wealth Americas

American Clients: Duel Over a Couple of Bucks

Two bankers with contradicting views on the same market. Syz and Ermotti were talking about offshore banking with rich Americans.

The Next Generation of Wealth: Richardson GMP Unveils New Brand

Rebrand reflects firm's focus to put client interests first, and adapt to and embrace the industry's evolution

Too many affluent Americans are overpaying to be underinsured

To protect against all of that, Sailor recommends that high-net-worth individuals consider four different types of policy endorsements.

Wealth Manager vs. Financial Advisor

To help you understand better how wealth managers compare to other financial advisors, and whether a wealth manager is the right choice for you, we’ve created this guide.

LPL Financial Welcomes Seattle First Asset Management

Seattle First Asset Management is located in the Seattle metro area, and includes operations manager Loren McEwan, who holds FINRA Series 7 & 66 licenses.

UBS Global Wealth Management Launches New Advisory Offering for Small Plan 401(k) Market

Designed to help all financial advisors effectively and efficiently serve smaller retirement plans

Schwab Advisors Say Goals and Values Are Better Keys to Clients

At Schwab IMPACT, United Capital CEO Joe Duran’s message of changing up the client conversation resonated with many.

LPL Financial and Good Life Financial Advisors Welcome Arrow & Bow Wealth Advisors

Arrow & Bow reported that its advisors served approximately $110 million of client brokerage and advisory assets as of Aug. 17, 2018*.

Advisers carve wealth management unit out of $16 billion asset manager

Resonant Capital Advisors, Madison Investment Advisors cite business risks as one of the reasons for the separation

Wealth manager achieves ‘gold standard’ in Financial Planning

The firm was founded in 2008 by Garth Thompson, who has worked in the financial services industry for 30 years in the North East.

Trouble Might be Brewing for Custom Loans to Wealthy Clients

It’s really become second nature to introduce existing clients to the broader capabilities of the company

New York roadshow reveals Guernsey’s stock is growing

Guernsey Finance led its latest funds delegation to New York, attending two conferences and holding meetings with private equity fund managers, lawyers and advisers.

Schwab’s RIAs Question CEO on Robo Advisor, Service Issues

Speaking at the custodian’s annual IMPACT conference, advisors had tough questions for Schwab’s CEO on competing with RIAs, its service challenges and the race to zero on trading commissions.

Profits Jump at UBS Wealth Management Americas

The Americas wealth management unit, which covers all of North and South America, saw profits before taxes jump 10% year over year to $368 million

UBS's David Ellis Named to Forbes List of Top Wealth Advisors

Recognized for the third straight year as a national leader in financial services

Raymond James Adds Hundreds of Financial Advisors

The group’s net revenue has reached a new record of $1.31 billion, which is 2% higher than the previous quarter and 12% higher than last year, Raymond James says.

L&C launches dedicated wealth management service for Americans in France

“Americans living and working in France, particularly High Net Worth Individuals, are facing an increasingly complex tangle of regulatory and reporting requirements.”

Wealth Enhancement Group Acquires Second Philly Firm

Second Acquisition in Philadelphia Market in Two Months Signals Lightyear Capital-Backed Wealth Management Firm's Strong Commitment to the Region While Adding Significant Scale

Goldman shifts Marcus digital bank to its wealth unit

The move is aimed at starting new business offerings under the Marcus brand that can be sold to the unit’s expanding roster of clients.

Goldman moves digital bank to wealth unit

Marcus, which makes personal loans online, will be pitched to the wealth management division's clients

Wealth and Asset Management