Managers of Wealth Americas

Brazil extends successful offshore wealth amnesty

Amnesty has been a big fiscal bonus for government in 2016; large inflows have been counterintuitively a net-negative for local AUM.

Wealth Enhancement Group Continues Chicagoland Growth

Purchase of Northbrook-Based Wealth Management Firm with approximately $200 Million in Client Assets is Third Acquisition Announced This Year

Inverness Shortlisted In Three Categories For The Family Wealth Report 2017 Awards

This annual industry award competition highlights the achievements of single- and multi-family offices

BMO Financial Group to step up investments in China

In the short term people would continue to see worrying pressures based on existing trends in the economy.

Wealth Enhancement Group Continues Chicagoland Growth with Acquisition of CLA Financial Advisors

The firm has focused on developing its Chicago region since 2013.

The Ellie Mae Inc Position Increased By The Merriman Weaalth Management LLC

Ellie Mae comprises approximately 1.3% of Merriman Wealth Management LLC’s portfolio

FA Teams, Goals-Based Planning Win HNW Clients

Advisors speaking at the conference also offered tips on dealing with post-election uncertainty, the publication writes.

Profound Changes in the Wealth Advisory Business Require Firms to Embrace a New Approach to Building an Enduring Business

Advisory firms should broaden their appeal to include younger generations of investors, including women

TIGER 21 Launches Member Benefits Program

High-Net-Worth Group's 460+ Members to Receive Access to High-End Medical and Cyber Security Offerings

FOX Compensation Study Finds Incentive Pay on the Rise for Family Offices

This year, professional-services firm Grant Thornton LLP helped FOX compile and expand the report, applying its deep insights into short- and long-term incentive plans.

Citizens Bank Wealth Arm Hampered by Switch to Fee-Based Model

Bahnken has brought on more financial consultants and “relationship managers” to help serve clients with $500,000 to $2 million in liquid assets, according to the site.

Donald Trump is Already Making Bank C.E.O.S Obscenely Rich

Goldman C.E.O. Lloyd Blankfein leads the way with an extra $140 million in his pocket.

Argentina's wealth industry boosted from tax amnesty efforts

If they do so by the end of 2016, they pay a special tax of 10% on the undeclared amount.

Wealth Effect: Identifying Unique Leaders to Run a Family Office

With millions and sometimes billion of dollars at stake and multiple generations involved, finding just the right leader to oversee a family office can be challenging.

Michael Milken raises $5 million at charity fundraiser

Who spent his summer stumping for dollars to fund his Prostate Cancer Foundation.

Stanford Investment Group to Join Aspiriant

The team from Stanford Investment Group will remain in its current office location in Mountain View, California.

Women run fewer than 5% of hedge funds for large investors

Underrepresentation of females worse in alternatives than mainstream asset management

Northern Trust Wins Award for Hedge Fund Administration

This award validates our emphasis on client-driven innovation and solutions to meet the complex and evolving needs of the hedge fund industry.

'Scale is What Maked This Thing Work': IA Executive on Hollis Purchase

IA Clarington will absorb HollisWealth’s $34 billion in AUA, 800 licensed advisors, 400,000 active client accounts and 300-plus locations.

Activists say J.P. Morgan and Bank of America Have a Big Gender Gap Problem

The investors, who have made headway on pay disparity with tech giants including Amazon and Apple, are trying to do the same in the finance sector.

Wealth and Asset Management