Managers of Wealth Americas

Celebrating the gold standard in Canadian wealth management

Over 20 awards were handed out throughout the evening, honouring a diverse array of wealth professionals.

No Waiting For Wealth Management Innovation

The CFA Institute’s newest FinTech Survey suggests many investment professionals may hesitate before adopting new technology.

Hartford Funds Partners with Schroders to Expand Investment Platform

The relationship will involve Hartford Funds adopting 10 of Schroders’ existing US mutual funds, with potential for the partnership to expand over time.

Independent Financial Group Continues Expansion of Wealth Management Platform

As firms demonstrate that they are acting in their clients' best interests, those with variable compensation structures will face challenges.

Bank of America targets wealthiest clients with more advisers

The growth will come from new hires and an internal training program, Banks said. U.S.

The world’s wealthiest countries

The country has been one of the fastest growing countries on the list, according to New World Wealth.

Klingenstein Fields Wealth Advisors Participates in a Day of Service

GLWD's mission is to improve the health and well-being of men, women and children living with serious illnesses by alleviating hunger and malnutrition.

Argentina's Macri to repatriate USD 1.3 million from Bahamas

Macri yesterday said the money was deposited in Merrill Lynch accounts in Switzerland and the US, but it was transferred to the Bahamas after Swiss private bank Julius Baer Group bought the Merrill Lynch overseas wealth management unit from Bank of Americ

Creating a “Safe Zone” With Family Philanthropy

Capital earmarked for charitable giving provides opportunities for healing, growth and empowerment

New independent wealth specialist firm launched

Based in Reston, the two founding partners and their 20+ person team advise $2.5 billion in client assets.

The time is now for young financial advisers

For new advisers trying to gain a foothold in an age-based industry, the struggle is real. But not impossible.

Raymond James' $17M fine over anti-money-laundering failures should be a wake-up call

Time advisers take regulators' focus on this issue seriously, as compliance rules are only going to become stricter

Raymond James to buy wealth manager with 72 advisers

3Macs has 72 advisers overseeing approximately C$6 billion in client assets under administration, according to Raymond James.

Typical family offices invest 11% of portfolio into hedge funds

The respondents were primarily U.S.-based with an average asset size of $7.6bn. When one large outlier was removed, the average assets fell to $1.4bn.

The Growing Appeal Of The Celebrity Family Office

The world of these accomplished entertainers and athletes, enable them to capitalize on some of the most sophisticated wealth management services available.

J.P. Morgan's Bank for the Rich Is Cutting About 100 Jobs

The private bank, which boasts a host of wealthy clients, also recently cut as many as 30 staff from its Asia region.

The New Face Of Elite Concierge Healthcare

This is where comprehensive longevity planning driving by concierge healthcare firms comes into play.

Psst! Here’s How Financial Advisors Can Profit From The Gender Gap

Quite often, women take longer to choose an advisor,” he added.

JPMorgan Said to Cut Almost 100 Employees in Its Private Bank

While banks have cut thousands of employees since the financial crisis, wealth-management operations have been generally spared the worst as the business has grown along with the fortunes of clients.

Wall Street bonuses seen falling in 2016

The sharpest drop probably will be in fixed-income sales and trading

Wealth and Asset Management