Managers of Wealth Americas

UBS will be first major wealth manager to embrace new kind of fund

The unit includes about 7,100 brokers and financial advisers.

UBS Group: Why do Investors Hold Record Cash in their Portfolios?

Investors have been wary of investing in other financial instruments such as stocks, bonds and others.

Alternative Investments Important To HNW Investors

Fifty-four percent of the 163 financial advisors that Artivest surveyed say offering alternatives is important to retaining and attracting high-net-worth investors.

Advisers with $240M in combined AUM join Raymond James

The group will operate as part of Kruse Woods Financial Partners, an independent firm that offers securities through Raymond James' independent broker-dealer.

Asset Managers’ Latest Big Investment: Consultant Relations

Investments firms have doubled down on consultant relations in recent years, ramping up both the quantity and quality of employees responsible for interacting with sector.

UBS loses advisers with $70M in AUM to Wunderlich

The firm's latest hires will staff a new office in Nashville, Tenn., making it Wunderlich's second office in the area. Irene Griffis, a Wunderlich managing director, says the firm is “excited” to have the duo join the firm.

HighTower adds Beverly Hills-based RIA with $500M in assets

Acquisition is fourth in RIA channel since last year and eighth overall in 2016

Goldman Sachs Executives Told To Cut Travel Budgets

Employees told, “No new business, don’t go.”

Investment Managers Must Embrace Technological Innovation or Risk Being Displaced, Warns SEI

Paper Urges Industry Participants to Pursue Opportunities Arising From "Five Transformative Trends"

CARRET Private Investments (Asia) Limited Announces the Merger of Its Private Wealth Management Business with QL Asset Management Company Limited

Philip Carret is a Wall Street icon and investment legend who pioneered the concept of value investing

Paul Singer May Be Trump's Harshest Billionaire Critic Yet

Singer, a hedge fund billionaire and frequent Republican donor.

Janus buys stake in ex-Pimco manager’s new fund

Investment group backs Vineer Bhansali’s hedge fund

J.P. Morgan’s Brexit Ace Up Its Sleeve: Tony Blair

When it comes to U.S.-U.K. relations, J.P. Morgan Chase has its own special relationship

David P. Little of Little & Associates Wealth Management Wins Five Star Wealth Manager Award for 2016

Five Star Professional partnered with Texas Monthly to recognize a select group of Dallas/Fort Worth-area wealth managers who provide quality services to their clients. David P. Little is featured, along with other award winners, in a special section of t

Wealth and Asset Management