Managers of Wealth Americas

JPMorgan wealth unit net income rises 12% in Q4

2017 was a record year on many measures for JPMorgan Chase as we added clients and customers and delivered record EPS

Most Single-Family Offices Outsource To Elite Wealth Planners

Senior management at single-family offices is generally tasked with addressing a variety of financial and personal needs and wants of an ultra-wealthy family.

Merrill Lynch Wealth Management Adds Texting Feature for Financial Advisors

The texting works on both Apple and Android devices as well as web interface.

Northern Trust to buy software development resources from Citadel

Northern Trust will continue to provide middle office and fund administration services for Citadel’s funds.

Demand for Exotic and Vintage Automobiles Continues to Rise; Driven by Financing Arrangements That "Put Dreams in Driveways"

Over that 5-year period, Ferraris, Porsches, McLarens, Aston Martins and Lamborghinis have continued as the most popular marques in the PFS portfolio of leased vehicles

Segall Bryant & Hamill Acquires Smaller Lookalike, Creating $20-Billion Giant

Denver Investments, which was founded in 1958, manages $7.2 billion in domestic and international equity, and core, long duration, and high-yield fixed income for institutions and wealth management clients.

Mphasis launches blockchain led platform for wealth managers

IT firm Mphasis has launched a new blockchain-enabled digital solution for the wealth management industry in collaboration with Loyakk, a blockchain platform provider.

Mercer Advisors Acquires Hartford-based Pinnacle Investment Management

The firm has previously been named to Worth Magazine's list of Top Financial Advisors and Bloomberg Wealth Manager's list of Top Wealth Managers.

Raymond James Forms Tampa Bay Complex for Employee Reps

The effort will be led by Doug Brigman and serve about 100 financial advisors in the area

Only These Few Top Banks Are Luring HNW Clients

What to do if you’re a 95-year-old billionaire and you live in a country with inheritance taxes as high as 65 percent?

Atlanta Firm Crosses $5B AUM Mark With Merger

Compass is a fee-only wealth management firm with $240 million in assets under management.

Strategic Wealth Partners Expands Reach

Chicago Area Wealth Management Firm Expands Footprint into Milwaukee Market

Blue Duck’s New Portal Capitalizes on Advisors’ Move to Wealth Management

RIA firms that specialize in wealth management are offering platforms to their advisors that support networking, training and connections

Stifel Giving Out $1,500 Bonuses

Stifel is giving its employees $1,500 bonuses in early 2018, Citi Private Bank warns against holding too much cash and the fight over an elderly hermit’s will goes to the courts

US wealth management: Ghost protocol

The spectre of collusion may not hang over the US wealth industry for much longer.

Another Big Name Dumps Broker Protocol

The move will supposedly let Citi “continue to invest in our growing team of award-winning financial advisers

The 10 Worst Clichés of Wealth Management

We win if you win.’ ‘We treat your assets as if they were our own.’ ‘We put client interests first.’ And more.

Arizona-based Modernize Wealth joins Kestra PWS

Kestra PWS, itself founded by former wirehouse advisors, helps wirehouse exiters go independent. It has helped Modernize open an office at 3075 W. Ray Road in Chandler, Arizona.

There's something about the holidays that makes the planet communal

It's an inspiring time of the year. - Marlo Thomas

Boston Private to shed $9B wealth management unit

The firm provides both banking and investment management services to the wealthy.

Wealth and Asset Management