Managers of Wealth Americas

Using Tax Services as Lead Generation, Marketing Tool

Tax planning services not only offer advisors a value-add service for current clients, but a pipeline for future growth.

What Are Wealthy Investors Doing on YouTube?

Young affluent investors are heavily involved with YouTube and want to access financial information there.

Multi-Family Offices Embrace Critical life Style Services

They need to understand their family clients and solve an extensive array of problems when they arise.

Scepter Partners Forms Dedicated Merchant Bank for Sovereign Investors and Family Offices

The formation of Scepter’s merchant banking division creates one of the most experienced merchant banking specialists focused on family offices and sovereign wealth.

Wealth Managers Say Stay the Course, Amid Market Dive

China devalued its currency two weeks ago and investors fear China's weakness could indicate weakness in other countries too.

Bankers Play a Role as Family Businesses Contemplate the Future

Some family-owned private companies are taking advantage of the seller’s market, finding company valuation and deal terms too good to resist.

World's richest billionaires lose $182 billion in one week after NYSE plunges 500 points

The largest loss in the week overall went to Warren Buffett, an investor and the world's third wealthiest person, with a $3.6 billion loss in fortune over seven days.

Richardson GMP scoops up CQI Capital, plans relaunch of asset manager

This is an opportunity to gain access to really great money managers that are not available in Canada

Big Data's High Value Prods Major Wealth Managers Into Alliance

SPReD, otherwise known as Securities Product Reference Data, is expected to launch within six to 12 months, the Journal report stated.

The Colony Group Named to Inc. 5000 Fastest-Growing Companies

From 2011 to 2014, The Colony Group experienced revenue growth of 132% and increased its staff by 66%.

NextShares wins its first adviser platform partner with Envestnet

An important milestone for a firm that wants active managers to fight back against the growth of index-tracking ETFs

20 Stocks The Richest Hedge Fund Billionaires Are Buying And Selling Now

Some of the most bought stocks in the first quarter lost their popularity among top hedgies.

Morgan Stanley To Focus On Silicon Valley Wealth

To address this issue, Morgan Stanley Wealth Management’s Palo Alto Group announced a joint initiative with Nasdaq Private Market to help founders manage their equity ownership

BMO Asset Management Inc. Announces Cash Distributions for BMO Exchange Traded Funds

Unitholders of record of the BMO ETFs at the close of business on August 28, 2015 will receive cash distributions payable on September 4, 2015.

Newly-Formed Wealth Management Boutique Hits the Ground Running

Led by Advisors Daniela Pedley and Lauren Cosulich, New Summit Trail Team Will Be Based in San Francisco and Boston

Advisors Turn To Tax-Free Munis As Rate Hikes Loom

Most every government issuer's situation is unique these days

Morgan Stanley wealth management focussing on most-profitable clients for international business

The wealth management business will focus on accounts with at least $500,000 of assets, the person added.

$500M Barclays Team Goes Indy

Summit's six-member founding team said it partnered with Dynasty Financial Partners for the platform's integrated wealth management services and technology options.

Nasdaq Private Market and Morgan Stanley Wealth Management to Launch Wealth Management Education and Services Initiative

Wealth management services will be offered by MSWM’s Palo Alto Group, led by Mark Curtis and Karen McDonald, a leading financial advisor team focused on the reinvestment of liquidation proceeds from employee stock plans. The Palo Alto Group will wor

Who’s on Your Money Team?

If you want to build and preserve your wealth, you need a money team, too.

Wealth and Asset Management