Managers of Wealth Americas

Cantor Fitzgerald Wealth Unit Lures Merrill Vet

Cantor last year started offering wealth advice for individual investors

Innealta Capital's Flagship Funds Are Added To Morgan Stanley Wealth Management Platform

We believe Expanded Distribution Reflects Investor Interest in Actively Managed Country and Sector Rotation ETFs Focused on Managing Risk and Preserving Wealth

WE Family Offices Adds to Investment Committee

“Together with Jean Brunel and our firm’s personnel serving on the Committee, Alex and Walter bring unique external perspectives that will add tremendous value in our work with clients.”

When Bad Wealth Management Happens To Good People

Robust bootlegging operations in America between 1920 and 1933 provided easy cash for those willing to operate outside of the law.

BNP Plans U.S. Expansion With 100 More Wealth Advisers

BNP Paribas SA, the French bank facing a potential $10 billion U.S. penalty over its dealings with sanctioned countries, said it’s sticking with a plan to expand its BancWest division.

Charles Schwab aims arrows at full-service rivals

The San Francisco-based pioneer of low-commission brokerage has been on a campaign in recent years to offer advice and fee-based accounts to clients with more than $250,000, similar to the strategy increasingly used by the four big firms, known as wirehou

Guernsey gets exposure in the US

Guernsey's funds industry has been showcased to some of the leading private equity managers and advisers in the US.

It seems monkeys and business really do mix when it comes to investing

An experiment in which computer 'monkeys' picked random stocks has produced better results than stock market trackers

Some Value Experience More Than Wealth-Management Credentials

I don't pooh-pooh higher education, but you certainly learn more on the job

Heritage Wealth Advisors focuses on high net worth individuals

Remo considers Heritage Wealth Advisors an anomaly in the industry

Some Value Experience More Than Wealth-Management Credentials

When wealth manager Don Garman gave a pitch recently to a prospective client with about $32 million to invest, he mentioned his credentials: certified financial planner and certified investment management analyst.

Teamwork the Wall Street mantra for wealth management

When James Gorman joined Morgan Stanley in 2006 to run its wealth management business, he told brokers in his maiden address that they should work in teams.

Misgauging the 'Disruptions' When Firms Merge

A new firm's branding comes under fire from clients

'Hobby Investing' Habits Among Wealthy Canadians

BMO Harris Private Banking has released a study on hobby investing and high-net worth Canadians.

Why Ron Carson is afraid of robo-advisers

In a Take Five interview, the adviser-coach says traditional advisers risk irrelevance if they can't respond to firms like Wealthfront and Betterment

RCS Capital Corporation Completes Acquisition of J.P. Turner & Company

Transaction Consistent With Company's Previously Announced Strategy of Growing Retail Investment Advice PlatformCurrently Second Largest U.S. Independent Retail Advice Network

RBC Wealth Management US CEO Reports On 'Blue Water Day'

RBC has committed $50 million to improving global access to clean water.

Wealth Adviser: Team Up with CPAs and Lawyers

CPAs are arguably the most trusted adviser for high-net-worth individuals

Ex-Rothstein Principals Launch Flynn Family Office

FFO Created to Help Ultra-Wealthy Clients Build and Protect Fortunes, Legacies and Personal Brands

Global private wealth rises to $152tn

"In nearly all countries, the growth of private wealth was driven by the strong rebound in equity markets that began in the second half of 2012," the firm said in its report.

Wealth and Asset Management