Managers of Wealth Americas

Merrill Raids Barclays, Gaining 12 Advisers

As Barclays PLC's U.S. wealth advisers mull a deal to join Stifel Financial Corp., several have left to join Merrill Lynch recently

The Credit Conundrum for High-Net-Worth Individuals

Credit has become an incredibly important aspect of a financial profile

Merrill to Ready Clients for Account Changes

Merrill Lynch is preparing to send a missive to clients, saying that any fee-based accounts not transitioned onto its new advisory platform–Merrill Lynch One–by year’s end will be converted into commission-based accounts, Wealth Adviser

Wealthy Families Unite at White House for Clean-Tech Push

That’s why his firm co-founded Cleantech Syndicate in 2010, a network of like-minded family offices, to find deals and share ideas. It’s expanded to a dozen families who’ve invested about $1.2 billion.

Three Strategic Components Often Needed To Build A Remarkable High-Net-Worth Professional Practice

The wealthy constitute one of the most lucrative markets for a broad array of professionals such as financial advisors, insurance agents, lawyers, business coaches, bankers, and accountants.

Persistent Industry Challenges and Needs of Younger HNWIs Are Changing the Role of Wealth Managers

Wealth managers and firms need to evolve to meet the complex needs of their clients or risk losing business

First Republic To Acquire independent wealth advisor

The six partners of the firm have signed long-term employment contracts as part of the transaction, which is expected to close in the third quarter of 2015, subject to the satisfaction of customary closing conditions.

Advisors Are 'Threatened by Us,' Says Wealthfront CEO

Most recently, Wealthfront enhanced its daily tax-loss harvesting features such as intelligent recovery, optimized harvesting triggers, predictive deposits and tax-sensitive withdrawals. In addition, the company made it available to all Wealthfront client

Global Wealth Markets: The Growth Continues

Global private financial wealth grew by nearly 12 percent in 2014 to reach a total of $164 trillion.

Key Leadership Traits for Family Business Successors

Hard work and education can help strengthen these qualities in your clients

Millennials banking habits could make Wall Street obsolete

Half of millenial consumers would consider swapping Google or Apple in for their current financial services provider, according to a study provided to Business Insider.

Atlantic Trust launches Women's CIRCLE program

New program informs and empowers women about critical wealth management topics

Fund management investment firm IM Square launches with US focus

Philippe Couvrecelle, founder of PTH Conseil and former Chairman of the Board of Edmond de Rothschild Asset Management, and his partner, Jean Maunoury, are the architects behind this project: a global platform which will acquire minority stakes in the cap

Morgan Stanley Global Sports & Entertainment Teams Up with Former Professional Athletes

Retired professional athletes, Bart Scott and Antoine Walker, bring real-life lessons on athletes’ financial opportunities and challenges

Merrill Lynch Rolls Out Wealth-Allocation Framework

Merrill Lynch is emphasizing goals-based wealth management — even as some FAs say they’ve been using this approach for decades.

Vonnegut: From Here to Boiler Room

Advisers need to embrace the new technology

LPL Financial Welcomes Advantage Wealth Advisors

Growing California Firm Seeks to Continue Expansion Through Acquisitions in Southwest

RIAs join brokers in promoting securities-backed lending

The loans are growing quickly beyond wirehouses, but some are concerned about the risks and conflicts of interest

Merrill Lynch Introduces New Sustainable Impact Multi-Asset Class Portfolios

Merrill Lynch today announced that it has added sustainable impact multi-asset class portfolios to its expanding platform of impact portfolios to serve clients interested in using their investment capital for positive social and environmental purposes.

Nova Scotia Beats National Average in Inaugural BMO Wealth Management Index

National index ranks residents of each province on who is most successful at managing their wealth according to a variety of criteria - Nova Scotia was in the middle of the pack, placing fifth - Nova Scotians scored well because of having low levels of d

Wealth and Asset Management