Managers of Wealth Americas

Focus Financial invests in $600 million wealth manager

Deal comes amid slowdown for large investors in financial advisory firms

HighTower Expands California Presence

The Bahnsen Group joins HighTower as its ninth California-based financial advisor team and 13th West coast practice

Wall Street CEO Pay Now Only 124 Times The Average Bank Worker’s

The pay gap between Wall Street CEOs and their employees has narrowed since the financial crisis, and is now smaller than in some other industries

Global Investing Interests of Affluent Investors

After Europe and China, interest in international investing among affluent investors turns to Canada.

What Millionaires are Most Concerned about in 2015

Millionaires are significantly more concerned about terrorism this year compared with 2014, Spectrem Group study finds

Bonderman’s Wildcat Family Office Backing Hedge Fund for Masses

David Bonderman amassed a $3 billion fortune in private equity for sophisticated investors

Wealth management titans engage in war of words

A war of words between two of the biggest names in wealth management last month may have only been the first salvo in what could be a long-running feud.

Advisory fees show signs of a rebound

Industry analysts wonder whether fees have finally hit rock bottom and the upward trend will continue

3 parts of their practice advisers need to reassess

To thrive, 21st-century firms need to examine client loyalty, revenue streams and service

The Fiduciary Group joins Focus Financial Partners

The Fiduciary Group LLC, a Savannah-based independent registered investment advisory firm, announced today that it has partnered with Focus Financial Partners LLC

Tom Moran Named "Five Star Wealth Manager"

The 2015 list of Five Star Wealth Managers is a select group, representing less than four percent of the wealth managers in the Southwest Florida area.

Fort Washington wealth management firm acquired

Wescott Financial Advisory Group said Wednesday that it's completed its acquisition of Goodstein & Associates

Technology and Wealth: The New Wealth Manager

Advisors need to find ways to expand their traditional offerings to meet prospects' digital demands

Big bank brokers use decoys, spy tactics to go alone

Secret contracts, covert real-estate deals, scurrying around after nightfall to avoid detection: this is how far big-bank brokers are prepared to go when they plan to go independent

The Changing Face of Wealth Management

Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar

Canaccord Genuity president and chief executive has passed away

Paul was 52 years old and leaves behind his wife, four children and his extended family.

Montreal bank expects closer links with Asia's wealthy

You'd want to root your private banking in centres that actually have all those attributes that clients want

LPL Adds $2 Billion Super-OSJ to RIA Custody Platform

Advisors can operate under CWP’s new RIA firm or continue to act as an investment advisor representative under the LPL corporate RIA and b/d.

UBS Rolls Out New Retirement Incentives

UBS Wealth Management Americas is starting a new program this week to help finanical advisors who want to leave the business find new homes for their high-net-worth clients.

Sterling bank unveils private-wealth service

Sterling National Bank, a subsidiary of Sterling Bancorp, has nine full-service branches in the mid-Hudson.

Wealth and Asset Management