Managers of Wealth Americas

Global Wealth Partners Joins DFPG Investments, Inc.

This addition comes at the end of a year during which DFPG experienced a continual stream of new reps joining their firm.

Two Things That Don’t Usually Go Together: A Ferrari, Saving Money

A financial adviser sprang into action when a wealthy client called from a dealership

Walton Foundation Pledges $1 Billion For Charter Schools

Charter schools were first created in Minnesota in 1992, touted as a way to promote innovation in public schools.

US wealth manager merges with Family Office

Merger will support family office services with focus on sustainable and impact investing

AMG Announces Investment in Baring Private Equity Asia

Tulsa-based banking giant acquires wealth management firm

Financial terms of the deal were not disclosed.

Bank of the West Introduces New Donor-Advised Fund

Bank of the West Wealth Management Group introduces a new donor-advised fund through its recently launched Family Wealth Advisors group.

Lebenthal acquires growth, income-oriented equity shop

This deal brings Lebenthal’s total assets under management to $2.5 billion.

Don't call it a comeback: Steve Cohen rebrands online

Point72 manages about $10 billion in assets, the vast majority of it Cohen's, plus some employees.

What’s In Your Brand?

With four offices in Wisconsin and another in Minneapolis, the Baker Tilly wealth management firm’s humble Upper Midwest domain

Single-Family Offices Are Increasingly Hiring Tax Experts As Senior Executives And Paying Them Well

The increasing importance of high-caliber tax experts working in-house is due to the incredible size of the personal fortunes involved

Stifel Financial closes Eaton Partners buy

Stifel Financial Corp. said Monday that it closed its buy of Eaton Partners LLC. Financial terms weren’t announced.

Aging boomers are ready for financial advice

New book teaches consumers how to select the right adviser

Big bank brings wealth management services to Albuquerque

While the bank has long offered wealth management services in nearby Colorado and Texas, among other areas, it's the first time it will have an actual team on the ground in New Mexico.

Big bank brings wealth management services to Albuquerque

The new array of services could ultimately include portfolio management, trust services and more

8 Wealth Management Trends for 2016

The coming year will bring rapid changes in technology, regulations and M&A, among others.

The World's Richest People Got Poorer This Year

The richest people on Earth became a bit poorer this year.

National Association of Professional Women Inducts Kathryn Hayden, Account Vice President, UBS Financial Services, Into its VIP Professional Woman of the Year Circle

Kathryn Hayden selected for her outstanding leadership and commitment within her profession

You Don't Have to Be a Billionaire to Buy a Big Building in Manhattan (or, a Piece of One)

"That really changed the landscape of access," said Adam Hooper, CEO of RealCrowd, a San Francisco-based startup that brings equity crowdfunding to the real estate industry.

Justice Department Announces Four Banks Reach Resolutions Under Swiss Bank Program

The Swiss Bank Program, which was announced on Aug. 29, 2013, provides a path for Swiss banks to resolve potential criminal liabilities in the United States.

Wealth and Asset Management