Managers of Wealth Americas

Wealth tech firm Spearhead opens new office in Massachusetts

Apart from the new office, Spearhead also has a branch in Florida.

The CEO of Lazard is on the lookout for asset-management deals as headwinds batter the industry

Lazard is eyeing opportunities to acquire other asset managers, CEO Ken Jacobs told Business Insider.

How the 0.1% Lose Their Money, According to Family Offices

And some may be open to getting guidance but then continue doing what they did before, “even though it’s detrimental to their goals and objectives,” Kesmodel tells the news service.

Tax Screw-Ups and People Problems: Experts Reveal Biggest Blunders of Rich Families

There’s no single way to handle massive wealth.

How to Win the War for Talent

How can companies adjust to the new normal in the employment market and come out on top in the war for top talent?

Impact Investing Isn't Just For The Rich - We All Have A Part To Play

Today, pension funds account for about a third of all global assets (some $45trn), according to Willis Towers Watson.

Oppenheimer's Tanner Robinson Named To On Wall Street's Top 25 Regional Broker-Dealer Advisors Under 40

Tanner has made significant contributions to our Firm's success and I'm excited to see how he continues to provide excellent service to our clients."

FAI Lauded with Two 2019 Five Star Wealth Manager Awards

This is the eighth Five Star Wealth Manager award for Ms. Dippel and the fourth for Mr. Stinson.

TwinFocus Expands Global Family Office Solution

First Fully Integrated Multi Family Office Advises on First Significant Insurance Industry Acquisition of 2019, Appoints William Ward as Real Estate Investment Lead

Vistra Completes Rebrand of US Global Growth Expert

Vistra Completes Rebrand of US Global Growth Expert Radius

Ameriprise Commits to Wealth Management Growth After Flat Hiring Year

Ameriprise’s Columbia Threadneedle asset management division lost assets during the quarter due to equity market depreciation that prompted clients to withdraw $4.7 billion.

Wells Fargo to implement new fee on advisory accounts

The charge will equal about $590 on an account with $1 million in advisory assets, and could be offset by revenue sharing from mutual funds

JPMorgan Asset Management wins approval to sell HK funds in China

Regulatory green light is latest step towards opening up China’s financial markets

AllianceBernstein to bring private wealth group to Nashville, considers local investment team, CEO says

Portfolio managers, along with high net worth business and sell-side research team, were expected to stay in New York, officials said at the time.

Wells Fargo Looks to Goldman Sachs for Wealth Talent

Over the past two years, Wells Fargo has brought on at least 10 executives from outside the firm

LPL Financial Welcomes Patriot Wealth Management

The firm joins from Summit Brokerage Services, part of the Cetera network of broker-dealers.

Palm Beach Hedge Fund Association announces UBS Private Wealth Management as new member and sponsor

Our team provides bespoke solutions for the complex issues that can arise for Hedge Fund and Private Equity Executives.

Wealth Enhancement Group Acquires $500M Indie Practice

Second Acquisition in Wisconsin in Nine Months Signals Lightyear Capital-Backed Wealth Management Firm's Strong Commitment to the Region

JPMorgan's private bank expands business in Mexico: regional CEO

The bank’s growth priorities are Mexico, Argentina and Colombia, Tejpaul

John Paulson to Decide on Switching to Family Office in 2 Years

His namesake hedge fund managed about $8.7 billion at the start of November.

Wealth and Asset Management