Managers of Wealth Americas

The 2017 Family Wealth Alliance Leadership Award For Lifetime Achievement Conferred On Thomas J. Handler Of Handler Thayer, LLP

Family Wealth Alliance is one of the five large family office associations based in the United States.

Raymond James Financial Completes Acquisition Of Scout Investment And Reams Asset Manager

Raymond James’ total assets under management following the acquisition are expected to be approximately $123 billion.

Wealth Managers Are Being Inundated With Calls About Bitcoin

Advisers say recover principal investment, brace for losses

BMO Global Asset Management Five-Year Outlook Report: Steady Global Growth Most Likely Scenario for Near Future

The report highlights three scenarios of which the 'Steady As She Goes' scenario is expected to play out over the next five years.

Morgan Stanley’s Global Chief Insists World Economy More Stable Than Many Imagine

James Gorman Shares His Views On The Opening Up In China

Merrill Lynch Fights Retired Brokers’ Arb Claims

The time to bring claims ended long ago and, as a result, we will file motions to have these cases dismissed

UBS Raises Fees for Wealth Management Clients

The brokerage currently charges an annual fee of $150 to $500 to clients with $1 million or less in total assets held at UBS, the publication writes.

Culture Is Raymond James’ Middle Name

It was a rare moment in which a powerful CEO was able to show that they understood exactly what type of challenges their clients face.

Morgan Stanley nixes protocol pact, blocking brokers’ exits

The feeling is the same for many advisers at the other major wealth management houses, The Post has learned.

Among Wealthy, MFOs Supplant Wirehouses, Banks

Wirehouses and private banks have lost some marketshare over the same time period, sinking from 59.7 percent in 2012 to 57.8 percent last year.

HNW Investors Put FA’s Trustworthiness Above Returns

Meanwhile, three-quarters put the most stock into long-term investment returns, according to the survey.

Smaller Firms Will Be Most Impacted by Protocol Exits

Smaller firms, those with between $100 million and $200 million in assets, will have a harder time paying settlements.

Multi-Family Offices See Growth Spurt As Rich Get Richer

This Rise In MFOs Can Be Attributed To A Broader Shift Towards Lower Costs And Greater Transparency

New Issue of Investments & Wealth Monitor Focuses on Fiduciary Practices

Adhering to the best fiduciary practices ensures that the advisor-client relationship maintains the highest ethical standards

OM Asset Management Announces Launch of Secondary Offering

The public offering is being made pursuant to an effective shelf registration statement on file with the U.S. Securities and Exchange Commission.

Key Bank Hits Stride in Wealth Management

Wealth management is Key Bank’s fastest-growing division, Merrill Edge improves its research and BNY Mellon consolidates its asset managers.

Global Family Enterprise Membership Association Recognizes Partner in Chicago-Based High Net Worth Family Consulting Firm

Dr. Jamie Weiner becomes a Fellow at the Family Firm Institute in Chicago, IL

Wealth and Asset Management