Managers of Wealth Americas

Boston's Foster Dykema Cabot & Co. Inc. Makes Top 25 List for Women-Owned Registered Investment Advisors for 2015

We are honored to be on this list and pleased that our industry is recognizing the leadership role women are taking

Financial Times Highlights Nine HighTower Teams on 2015 Top 300 RIAs List

HighTower Expands Presence from Five Teams Featured in 2014

Global Financial Private Capital Named to 2015 Financial Times 300 Top Registered Investment Advisors

More than 2,000 elite RIA firms were invited to apply for consideratio

Wealth Adviser: Keeping the Heirs’ Inheritance In-House

The major brokerages may be ceding market share to the independent channel, but industry stalwarts Merrill Lynch, Morgan Stanley, Wells Fargo Advisors and UBS continue to be prime destinations for high-net-worth investors.

Merrill Raids Barclays, Gaining 12 Advisers

As Barclays PLC's U.S. wealth advisers mull a deal to join Stifel Financial Corp., several have left to join Merrill Lynch recently

The Credit Conundrum for High-Net-Worth Individuals

Credit has become an incredibly important aspect of a financial profile

Merrill to Ready Clients for Account Changes

Merrill Lynch is preparing to send a missive to clients, saying that any fee-based accounts not transitioned onto its new advisory platform–Merrill Lynch One–by year’s end will be converted into commission-based accounts, Wealth Adviser

Wealthy Families Unite at White House for Clean-Tech Push

That’s why his firm co-founded Cleantech Syndicate in 2010, a network of like-minded family offices, to find deals and share ideas. It’s expanded to a dozen families who’ve invested about $1.2 billion.

Three Strategic Components Often Needed To Build A Remarkable High-Net-Worth Professional Practice

The wealthy constitute one of the most lucrative markets for a broad array of professionals such as financial advisors, insurance agents, lawyers, business coaches, bankers, and accountants.

Persistent Industry Challenges and Needs of Younger HNWIs Are Changing the Role of Wealth Managers

Wealth managers and firms need to evolve to meet the complex needs of their clients or risk losing business

First Republic To Acquire independent wealth advisor

The six partners of the firm have signed long-term employment contracts as part of the transaction, which is expected to close in the third quarter of 2015, subject to the satisfaction of customary closing conditions.

Advisors Are 'Threatened by Us,' Says Wealthfront CEO

Most recently, Wealthfront enhanced its daily tax-loss harvesting features such as intelligent recovery, optimized harvesting triggers, predictive deposits and tax-sensitive withdrawals. In addition, the company made it available to all Wealthfront client

Global Wealth Markets: The Growth Continues

Global private financial wealth grew by nearly 12 percent in 2014 to reach a total of $164 trillion.

Key Leadership Traits for Family Business Successors

Hard work and education can help strengthen these qualities in your clients

Millennials banking habits could make Wall Street obsolete

Half of millenial consumers would consider swapping Google or Apple in for their current financial services provider, according to a study provided to Business Insider.

Atlantic Trust launches Women's CIRCLE program

New program informs and empowers women about critical wealth management topics

Fund management investment firm IM Square launches with US focus

Philippe Couvrecelle, founder of PTH Conseil and former Chairman of the Board of Edmond de Rothschild Asset Management, and his partner, Jean Maunoury, are the architects behind this project: a global platform which will acquire minority stakes in the cap

Wealth and Asset Management