Managers of Wealth Americas

Millennials Demand More Advisor Efficiency

We have a way to do a screen share with the client so they can be at home and we can be at the office and share ideas.

Women advisers not attracting as many assets as male colleagues

Females in RIA channels especially coming up short

Oakbrook Solutions Shortlisted in Two Categories for the 2017 Private Asset Management Awards

We are honored to be included among the prestigious roster of industry leading firms shortlisted for this year's PAM Awards

KPMG To Build State-Of-The-Art Learning, Development, And Innovation Facility In Orlando, Florida

Delivering a world-class training experience also is an investment in our ability to attract and retain the best talent.

Mercer Advisors buys $100M New York RIA firm

Novos Planning Associates moves under the Mercer umbrella as the 22nd branch office

Family Office Networks Expands Hedge Fund Platform

They want allocations from family offices but find them to be hard to identify and get in front of to tell their story.

SEI Announces Comprehensive Online Solution For Private Fund Investor Transaction Processing

SEI Trade was designed to help private fund managers upgrade the investor and financial advisor experience

Robertson Stephens Investment Advisor Goes Independent

He previously worked for UBS as a senior vice president and senior portfolio manager and served as a senior vice president at Goldman Sachs.

Webster Wealth Advisors Win 5 Star Wealth Manager Award

The Five Star professional program is one of the largest and most widely published financial services award programs in North America.

Jared Kushner, a Trump In-Law and Adviser, Chases a Chinese Deal

The table was laden with Chinese delicacies and $2,100 bottles of Château Lafite Rothschild.

Lockshin's new adviser venture offers high payout but questions remain

AdvicePeriod has just added its tenth partner, luring Todd Butler from Westcap Group, a Glendale, California RIA

What Is A Family Office Consortium?

The result is a single-family office consortium.

Bob Doll’s Predictions for 2017

Many higher income investors comfortably reach their contribution limits halfway through the year, or sooner.

Genstar invests in newly formed insurance broker and wealth manager

The new organization has $158 million in annual revenues and more than 750 employees in 40 offices across 15 states.

Swiss Private Banking: Lean Years Over?

Switzerland's private banks are also quietly hopeful, after a rise in the U.S. dollar and what is expected to be the end of ultra-expansionary monetary policy in the U.S.

Fidelity International Gets Nod to Sell Investment Products in China

Fidelity International is the first major foreign fund manager to get such a permission

Creating An Elite Wealth Management Practice

Many financial professionals say they are familiar with private placement life insurance, but only a small percentage of them use it with their wealthy clients.

Wells Fargo Wealth Management Business Could Drive Growth in 2017

Wells Fargo, like its peers, is focusing on gaining market share in the wealth management business.

Serving the Multi-Gen Client

Countless studies show that clients respond best to these types of advisory practices.

BKD Wealth Advisors named to Forbes Top 100 RIA Firms

Firms managing large funds, hedge funds or broker-dealers or having disciplinary disclosures were excluded.

Wealth and Asset Management