Managers of Wealth Americas

Wealth Management Marketing and Angie Herbers Inc. Are Now Kaleido Inc.

Wealth Management Marketing and Angie Herbers Inc., two leading firms serving the independent financial advisory industry, have unified under one name, Kaleido Inc.

Paul Bagnato Named to Master's Club at Morgan Stanley Wealth Management

Morgan Stanley has announced Paul Bagnato, has been named to the Firm’s prestigious Master’s Club

Lightyear Capital Buys Majority Stake in Wealth Group

Headquartered in Minneapolis with offices in Wisconsin, Illinois and Iowa, Wealth Enhancement Group's 20 teams of advisers manage about $4.8 billion in assets for mass affluent and affluent clients.

When Hedge Funds Become Family Offices

For a number of reasons, some hedge funds are returning outside capital and adopting the legal structure of a family office to run their own monies.

An investment advisory firm founded on Eagle Scout ideals has arrived in Boston

The firm is named after the Twelve Points of the Scout Law

ListMakers: This is who is managing the money of the wealthiest people in Seattle

When the millionaires of Seattle reach to open up their checkbooks, these top firms are the ones right there beside them

The Single-Family Office Iceberg

Single-family offices, meanwhile, are becoming increasingly the preferred financial and lifestyle management coordinating entity for the super-rich.

Steward & Kissel Says Hedge Funds Are Looking More Like Family Offices

A family office or single family office is a private company that manages investments and trusts for a single family.

Wealth Adviser: Working with Your Own Family Gets Tricky

It’s natural enough for a financial adviser’s relatives to become clients

Classic Capital Joins Buckingham Asset Management

Classic Capital will assume the Buckingham name

Ameriprise Widens Its Moat

Its growing prominence in wealth management is responsible for the rating increase.

Webster's Wealth Management Business Falters

The drop from the previous quarter was due to lower unanticipated volume in Webster Investment Services

Lateral Investment Management Announces Strategic Partnership

As part of the partnership, Lateral will advise The Leo Group on a private debt portfolio of $55 million.

Foundation crumbles: Wealth manager First Foundation withdraws $50 million IPO

First Foundation, a Southern California-based wealth manager and commercial bank, withdrew its plans for an initial public offering on Thursday citing poor market conditions

Billionaires and millionaires are going nuts with their personal staffs

But seriously, the people they're hiring are crazy.

Wealth Adviser: Science Replaces Cat Tricks in Hunt for Clients

“The cycles are longer and dependent on proven expertise in clearly defined market niches. More skill. Less serendipity.”

Sallie Krawcheck: "Ask for the raise."

“When men negotiate, they’re focused on winning. When women negotiate, we’re focused on maintaining the relationship.”

A Navy Seal, a Yacht Captain, and 500 Other People Billionaires Trust to Manage Their Money

Managing the life of Sergey Brin is big business

Parents are paying $150,000 to tour colleges in private jets

While most high school seniors complete the dreaded college circuit in a rental car or their folks’ worn-out station wagon, an increasing number of parents are spending tens of thousands of dollars on private jets to ferry their privileged kids to c

Morgan Stanley Executive to Co-Host TV Show

SkyBridge Capital, a firm that invests client money into hedge funds, said in February that it planned to relaunch the show through an affiliate.

Wealth and Asset Management