Managers of Wealth Americas

New Russell owners likely to sell asset manager

Sources say London Stock Exchange will keep indexing unit, could get $700 million to $1 billion for money management, consulting businesses

Meet Rosie, The Robo-Advisor

The emergence of so-called “robo-advisors” online platforms that provide investors with analytical tools for creating their own financial plans and investment portfolios has been creating a ripple of concern within the wealth management indus

U.S. Financial Advisors Try to Win Over Wary Millennials

Wealth management firms are trying to get millennials excited about investing and hope to win their trust and the sizeable wealth they are expected to control in the future.

Young Adults Mistrust the Advisers Who Want Their Trillions

Wealth management firms fight to overcome Millennials' wariness of the stock market and the financial advice industry.

Windham Brannon Financial Group Rebranded To TrueWealth Management

The new visual identity, created by Madison Marketing, was developed to convey the firm's vision

U.S. financial advisers try to win over wary millennials

But it could be a tough sell

Integrated Wealth Management Crosses the $1Billion AUM Threshold

The $1Billion AUM milestone comes on the heels of the addition of the former-wirehouse Cypress Group of financial advisors

UBS Poaches J.P.Morgan Sponsors Banker

UBS has bolstered its team of bankers that advise private-equity firms, snapping up J.P. Morgan Chase JPM & Co.’s John Souza, according to an internal memo seen by The Wall Street Journal.

BNY Mellon Debuts New National Ad Campaign Featuring HOFer Joe Montana

Wealth management specialist BNY Mellon breaks an ad with Pro Football HOFer Joe Montana

Motley Fool expanding its wealth management division

'Fools' gain free comprehensive financial planning services with annual subscriptions

Q&A: CEO Robert McCann talks about the turnaround at UBS Group Americas

When Robert McCann took over the wealth management business at UBS Group Americas in 2009, brokers and advisers were fleeing the Swiss bank, which was recovering from trading and tax-evasion scandals.

Morgan Stanley eyes compensation cuts for financial advisers

Morgan Stanley wants to pay out a smaller portion of wealth management revenue to the retail brokers who generate it, the final and perhaps most difficult front in Chief Executive James Gorman's drive to reduce staff costs across the bank.

Here's Why Morgan Stanley Is In Two Minds About Cutting Brokers' Pay

Morgan Stanley’s wealth management unit has become the cornerstone of its business model over recent years

Cut-Rate Family Office

One way is to hire outside investment teams and many single family offices are availing themselves of this outsourcing option.

Dimon’s Cancer Has 90% Cure Rate With Demanding Therapy

The challenge with this treatment is the fact that it’s a daily treatment,

Texas Bank Venture Reflects Wealth Industry Shift

There is lingering distrust of larger financial institutions out there.'

Surprise! Wealth Managers Who Ask Their HNW Clients for Referrals Get Them

Final study in Futurewealth Project finds the high net worth have many reasons for making referrals, but 47% said they'd refer only if their wealth manager asked them

Investors at risk from newfound confidence, says Aberdeen Asset’s Atkinson

Atkinson noted that to combat complacency, he favors “businesses that can get through all stages of the economic cycle as investors in companies. We don’t want the fortunes of companies that we invest in to be macro-dependent … it&r

Deutsche eyes $50bn outsourcing pact

Deutsche Asset & Wealth Management is in talks over an outsourcing deal for close to $50 billion in real estate assets, as chief executive Michele Faissola continues his bid to improve operating margins at the division he took charge of two years ago.

Not every online investment manager is a robo-adviser

People who invest through these firms may be looking for a different experience

Wealth and Asset Management