Managers of Wealth Americas

Wells to raise minimum stock commission size for FAs

A $30 rise in the so-called ticket charge may not sound egregious but transactions can quickly add up

BMO Global Asset Management Launches Alternative Strategies Fund

BMO Global Asset Management today launched the BMO Alternative Strategies Fund which seeks to provide investors with an additional source of portfolio diversification and return over varying market environments.

First Canadian Independent Wealth Management Firm to be Nominated for 2015 Private Asset Management Awards

Northland Wealth Management, a recognized leader in the Canadian wealth management industry, is the first independent Canadian wealth management firm to be selected for nomination by Private Asset Management [PAM] Magazine's prestigious annual awards

Inside Wealth: Some of the rich collect art. Others collect passports.

Along with stock and real estate portfolios, the global rich are now buying a new form of economic security: passport portfolios.

Maryland nonprofits investing in offshore accounts

When the Chesapeake Bay Foundation, the Johns Hopkins University and other Maryland nonprofits want to maximize the money they can spend in pursuit of their missions, they do what many wealthy individuals and businesses do.

Cincinnati Financial expands into world of $10 million homes, yachts

Cincinnati Financial will expand into states it didn't previously serve as it reaches out to wealthy customers.

UBS Boosts Payout for Advisor Business Growth in 2015

Qualifications for the award also expanded to include revenue earned from advisory, insurance lending and planning fees.

Wealth management firm launches in Boca Raton

Investment firm Pure Wealth Advisors has launched in Boca Raton.

Wirehouse Demise Exaggerated - Sallie Krawcheck

Reports of the wirehouses' demise have been greatly exaggerated.

Marcelo Alves Selected For "2012 Miami Select Wealth Managers"

Marcelo Alves of Miami, FL has been honored with a recognition by MIAMI Magazine in its selection of "2012 Miami Select Wealth Managers."

A Shake-Up as the Financial World Infiltrates Philanthropy

Donor-advised funds run by huge money-management firms are exploding.

UBS wants 'super-teams' to draw more assets from the very wealthy

To compete with private banks and legions of other firms jockeying for money from the super-wealthy, brokerage firms tell advisers to work more intensely with the rich

Advisors Focus On Older Millionaires, Female Clients, Report Says

The report, Innovation in Wealth Management Practice, states that firms looking to stay competitive in the post-recession are providing more customized services.

Raymond James hits the Big Apple

They join several independent Raymond James locations already established in the city.

Bitcoin Trust Wins 48,000 Silk Road Bitcoins Auctioned by US Marshals

Bitcoin Investment Trust, an investment fund focused on the digital currency for high net-worth individuals, has won the bidding for 48,000 Bitcoins auctioned last Thursday, Brendan O'Connor, managing director of the SecondMarket exchange, said on Tu

Multi-family office shortlisted for Two PAM Awards

We are delighted to be acknowledged for our overall performance and for our exceptional client service offering

Canadian banks see clearing skies after Caribbean storms

There are opportunities for growth in that market for sure

The Presidio Group Opens Office in Washington, D.C.

Wealth Advisory Veterans Steve Aucamp and Brian Pierson Will Co-Head the New Office

When You Should Fire Your Private Banker

Before bouncing a seemingly unsatisfactory financial advisor, do some soul searching. Sometimes the biggest issue in your relationship could be your expectations.

William Salomon, Who Modernized Family’s Firm, Dies at 100

With Merrill Lynch, Blyth & Co. and Lehman Brothers, the firm formed the so-called Fearsome Foursome, which challenged the underwriting supremacy of Morgan Stanley (MS) and other old-line firms.

Wealth and Asset Management