Managers of Wealth Americas

Geller Family Office Services Shortlisted For Family Wealth Report Awards

Winners will be announced at an awards dinner to be held on March 12, 2015 at the Mandarin Oriental in New York.

High Net-Worth Investors Claim ‘All Of The Above’ On Energy; Renewable And Otherwise

When it comes to developing and investing in energy, high net-worth investors say. "all of the above," according to a recent poll conducted by Morgan Stanley Wealth Management.

Jean-Michel Ares Moves Beyond CIO To Group Head Of Technology And Operations at BMO Financial Group

He strongly believes that more CIOs will advance to operations leadership posts among other roles above the CIO role due to the natural tendency for those who occupy the role to be highly networked, and equally comfortable in taking on risk through the de

Wunderlich Completes Acquisition of Dominick & Dominick Wealth Management

Approximately 150 Wunderlich associates are based in the New York area, the largest concentration in the firm's footprint.

Raymond James' recruiting bump will boost next quarter

Recruiting remains robust ... so we should have a tailwind in that area

SignatureFD Unveils SignatureEXEC, a New Wealth Management Solution for Executives

SignatureEXEC is led by an advisory team that has worked with executives at leading public companies

WE Family Offices Exposes Truth About Family Office Landscape

Firm Identifies How to Tell “Real” Family Offices From Imposters

RBC Buys Bank to the Hollywood Stars for $5.4 Billion

RBC supports a broad range of community initiatives through donations

Family is longest lasting asset

According to Forbes Magazine, less than one third of family businesses survive the transition from first to third generation ownership.

RBC CEO sees no need for big acquisitions after City National deal

I wouldn't call it a one-and-done, but we don't need to make other acquisitions to achieve our goals

Nine Leading Investment Managers Join to Create Luminex, a New U.S. Equity Trading Venue

Seeks to Lower Trading Costs, Enhance Transparency of Trading Protocols and Deliver Improved Portfolio Performance to ClientsConsortium Collectively Manages Approximately 40 Percent of U.S. Fund AssetsIncludes BNY Mellon, BlackRock, Capital Group, Fidelit

Century Wealth Management Shortlisted for Family Wealth Report Awards

The winners will be announced on March 12, 2015 at the awards gala in New York City.

Perspecta Trust Named as Finalist for Family Wealth Report Award

Perspecta Trust announced today that it has been named as a finalist to receive the Family Wealth Report Award in the Independent Trust Company category within the US

Rich Millennials More Likely to Keep Advisors Than Poor Millennials

The wealthier millennials are, the less likely they are to fire their parents' advisors, according to new reserach from TD Ameritrade.

Why Online Portals and Mobile Applications Are Only as Good as Their Foundation by Bob Leaper, SS&C

Opportunities in new geographies and asset classes, a rise in the mass affluent, and aging high net worth baby boomers are sparking new demand for wealth management services.

Major Houston wealth manager to be acquired by Dallas company

Woodway has 27 employees, all of whom will remain with Westwood in their current capacities.

EP Wealth Advisors Acquires Moore Financial Group

The strategic merger will bring total assets under management to $1.9 billion.

When It Comes to Money, Investors Want the Human Touch

Thanks to robo-advisors, investors have more options now than ever when it comes to wealth management.

Family Office Are Increasing Considering Philanthropic Money Managers

Family offices and the super-rich are finding a role for investment professionals who can help them structure portfolios that deliver financial and social/environmental results.

Storytelling To Raise Capital

On the other hand, raising capital in every field is extremely competitive.

Wealth and Asset Management