Managers of Wealth Americas

The Presidio Group Opens Office in Washington, D.C.

Wealth Advisory Veterans Steve Aucamp and Brian Pierson Will Co-Head the New Office

When You Should Fire Your Private Banker

Before bouncing a seemingly unsatisfactory financial advisor, do some soul searching. Sometimes the biggest issue in your relationship could be your expectations.

William Salomon, Who Modernized Family’s Firm, Dies at 100

With Merrill Lynch, Blyth & Co. and Lehman Brothers, the firm formed the so-called Fearsome Foursome, which challenged the underwriting supremacy of Morgan Stanley (MS) and other old-line firms.

Investor visas offer wealthy foreigners fast-track to green cards

Their $1 million bought them and their immediate families the chance to immigrate to the United States

3 Things Family Offices Do Better Than Pension Fund Investors

Where do the super rich go to manage their money? Often times, the needs of wealthy people cannot be met with a financial advisor or bank, thus the creation of the family office – a vehicle reserved to manage the financial and personal affairs of a

The rich women who consider themselves as broke as bag ladies

You might call Cindy a wealthy woman. But she won’t.

Morgan Stanley Launches The Institute of Family Wealth Management

The IFWM is the first-of-its-kind interactive e-learning program that will give Financial Advisors the resources, process and knowledge to transform individual relationships into family relationships.

Lebenthal Asset Management Acquires Atlanta-Based Aurora Investment Counsel

Acquisition Adds $250 Million to the Firm's Total Asset Under Management

Many Financial Advisors Waste Their Money On Coaching

Many financial advisors have embraced coaching for a number of reasons such as having a better work/life balance.

Protecting Privacy In A Divorce

For Celebrity Clients, Professionals and Wealthy individuals, Even Backroom Meetings With Judges Can Become Front Page News.

Carnegie Investment Counsel acquires Florida firm

Cleveland investment manager Carnegie Investment Counsel has launched its first true foray into Florida with the acquisition of Fort Myers-based Haisman Wealth Management.

Glenmede boosts Board of Directors

Fourth Generation of Glenmede Founders to Serve as Company Director

Uber raises another $1.2 billion, pledges to become 'more humble company'

The investment will be based on a 30% discount on Uber's eventual IPO price. An Uber IPO is "likely more than a year off."

CIBC seeks to expand U.S. holdings

CIBC is eyeing acquisitions in the private banking and wealth management business south of the border, chief executive Victor Dodig said as the bank reported its fourth-quarter results.

Washington Wealth Management Adds Two Former Wirehouse Advisors

Newly Formed Barber Investment Partners and Avion Asset Management Both Plan to Aggressively Grow Their Respective Practices Through Affiliation with Leading Independent Hybrid RIA

Private Money Meets Contemporary Art in Miami

For a few days each year, the Art Basel festival turns the affluent Florida city into the center of the wealth management universe.

Smarter Ways to Work With the Stars

Celebrities are the types of clients many advisors only dream of working with. At one firm, these clients -- and the advisors who serve them -- are getting increased attention.

Hedge fund and other alternative investments increase with wealth, says Spectrem report

Wealthy investors continue to invest in hedge funds as an alternative to the stock market, seeking greater return on investment while shielding their portfolios against the volatile nature of stocks and bonds trading.

Give a Little and Get a Lot: Giving to Charity This Holiday Season

It could be a passion for the arts, a sick family member or even a near-death experience. It's rare to find a Canadian without a personal connection to a charity.

WEF Offers Impact Investing Road Map for Wealthy Families

The World Economic Forum has a message for wealthy families thinking about impact investing: don’t just buy on the buzz, do your homework.

Wealth and Asset Management