Managers of Wealth Americas

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.

Salem Five Financial acquires Newton financial adviser

For over 20 years, Stumm Financial has worked with high net worth clients on retirement income and estate planning, educational funding and investment management.

The Year in Wealth Management: Fiduciary Rule, Robos and More

News from 2016 on personal finance, retirement planning and investing

Wealth management is growing, and struggling to hire

The parts of the industry that are growing are having trouble finding qualified candidates.

Why high-net-worth investors like a little private equity

With the advent of private equity funds and other products, private equity is no longer the exclusive domain of pensions and ultra-wealthy individuals.

PKF O’Connor Davies publishes new guide to converting hedge funds to family offices

Converting to a family office is a trend that we have been monitoring for some time

As Populists Won 2016 Ballots, World’s Richest Made $237 Billion

The world’s wealthiest people are ending 2016 with $237 billion more than they had at the start

How the world's richest people made $328b in 2016

Pretty remarkable given the start of the year.

Ritholtz Wealth Launches ESG Portfolio: Top Portfolio Products

In other news, TD Ameritrade launches its first mobile app for long-term investors

Raymond James says Nov financial AUM reached $77.8 billion

Client assets under administration reached a record of $608.1 billion, reflecting growth of 20 percent over November 2015 and 1 percent over October 2016.

The rise of the family office venture investor

There also has been a surge in the number of family offices and more sophisticated investors.

Wall Street holiday parties are back...but don't tell anyone

Some investment banks stopped sponsoring corporate holiday parties altogether, advising individual teams to use their own budgets for more intimate gatherings.

Wealth and Asset Management