Managers of Wealth Americas

Wealth management service launches largeting expats

A new service aims to help expatriate clients, foreigners living in the US and US citizens living abroad to manage their investments and tax considerations.

The Appeal Of Providing Family Office Services

These days, it seems like everyone with a shingle hanging will claim to provide at least some family office services

FSC Securities Corporation Recruits Two Practices with Nearly $6 Million GDC

FSC proved to be the perfect broker-dealer for us, with personalized service, advanced technology and the broadest product lineup we’ve seen

Jury awards $8.1 million to investor who alleged BB&T misled him

The verdict, reached on Monday afternoon by a jury at the Court of Common Pleas for the Thirteenth Judicial Circuit in Greenville, South Carolina, included $3.1 million in actual damages and $5 million in punitive damages, the person said.

The Wealth Issue: Three questions for Dave Smith, Bright Rock Capital Management

Boston has always had better demographics than the rest of the country

Five HighTower Teams Rank Among Financial Times Top 300 RIA Practices

The list, published June 26, aims to help the publication's readership identify highly qualified independent investment advisors.

Wealth advisers on a roll, indies fastest

The faster growth rates are in the independent financial adviser part of the business

Impact investing on the cusp of mainstream wealth management

The significance of investment directed at achieving impact is growing, as is the willingness to engage in it beyond the traditional confines of corporate philanthropy.

FBB Capital Partners Named one of the Top 300 Registered Investment Advisers by the Financial Times

The ranking comes on the heels of FBB Capital’s 25-year anniversary

Abigail Jones Feder, JPMorgan Fixed-Income Executive, Dies at 51

Residents of Cold Spring Harbor on New York’s Long Island, the couple shared their passion for sailing with their two children.

Raymond James Financial Reports

Client assets under administration, financial assets under management, and securities commissions and fees in the Private Client Group segment are benefiting from market appreciation

Financial Concierge Firm for High Net Worth Individuals & Families launched

While Family Offices are not a new concept, Virtual Family Offices are very new

14 Ways to Woo the Wealthy

To gain a competitive edge, advisors pursuing clients among ultra-wealthy individuals and families are using an array of sophisticated techniques designed to build engagement with existing clients and garner interest from new ones.

Millennials Will Benefit From $15 Trillion Wealth Transfer and Most Don't Know It

The majority of wealthy Americans claim to be self-made, but the next generation will gain significant riches from inheritance as some $15 trillion in assets pass down family trees over the next 20 years.

HNW Investors Find It Harder to Unplug

About 15 percent say they sometimes check their messages, while only 3 percent say they never check them

Citigroup’s Asian Wealth-Management Assets Climb to $251 Billion

U.S. and European banks have been seeking to boost their wealth businesses in Asia

Facing price wars and robots, wealth managers push advice

This week at the Reuters Global Wealth Summit, "transparency" and "fees" were among the most popular words spoken by top wealth and asset management executives.

UBS Announces $10 Million Commitment to Support College Success through UBS NextGen Leaders

UBS Americas today unveiled a $10 million, five-year commitment to establish a new education platform for improving college success among under-resourced populations.

Global super-rich on the march as personal fortunes swell

Nearly Two Million Individuals Join High Net Worth Ranks As Wealth Levels Reach Another Record High: World Wealth Report 2014

BofA promotes more teamwork between advisers, bankers

Bank of America Corp is seeding its investment banking teams with financial advisers from its wealth management businesses in the hope that banking clients will give them personal money to manage,

Wealth and Asset Management