Managers of Wealth Americas

The rich women who consider themselves as broke as bag ladies

You might call Cindy a wealthy woman. But she won’t.

Morgan Stanley Launches The Institute of Family Wealth Management

The IFWM is the first-of-its-kind interactive e-learning program that will give Financial Advisors the resources, process and knowledge to transform individual relationships into family relationships.

Lebenthal Asset Management Acquires Atlanta-Based Aurora Investment Counsel

Acquisition Adds $250 Million to the Firm's Total Asset Under Management

Many Financial Advisors Waste Their Money On Coaching

Many financial advisors have embraced coaching for a number of reasons such as having a better work/life balance.

Protecting Privacy In A Divorce

For Celebrity Clients, Professionals and Wealthy individuals, Even Backroom Meetings With Judges Can Become Front Page News.

Carnegie Investment Counsel acquires Florida firm

Cleveland investment manager Carnegie Investment Counsel has launched its first true foray into Florida with the acquisition of Fort Myers-based Haisman Wealth Management.

Glenmede boosts Board of Directors

Fourth Generation of Glenmede Founders to Serve as Company Director

Uber raises another $1.2 billion, pledges to become 'more humble company'

The investment will be based on a 30% discount on Uber's eventual IPO price. An Uber IPO is "likely more than a year off."

CIBC seeks to expand U.S. holdings

CIBC is eyeing acquisitions in the private banking and wealth management business south of the border, chief executive Victor Dodig said as the bank reported its fourth-quarter results.

Washington Wealth Management Adds Two Former Wirehouse Advisors

Newly Formed Barber Investment Partners and Avion Asset Management Both Plan to Aggressively Grow Their Respective Practices Through Affiliation with Leading Independent Hybrid RIA

Private Money Meets Contemporary Art in Miami

For a few days each year, the Art Basel festival turns the affluent Florida city into the center of the wealth management universe.

Smarter Ways to Work With the Stars

Celebrities are the types of clients many advisors only dream of working with. At one firm, these clients -- and the advisors who serve them -- are getting increased attention.

Hedge fund and other alternative investments increase with wealth, says Spectrem report

Wealthy investors continue to invest in hedge funds as an alternative to the stock market, seeking greater return on investment while shielding their portfolios against the volatile nature of stocks and bonds trading.

Give a Little and Get a Lot: Giving to Charity This Holiday Season

It could be a passion for the arts, a sick family member or even a near-death experience. It's rare to find a Canadian without a personal connection to a charity.

WEF Offers Impact Investing Road Map for Wealthy Families

The World Economic Forum has a message for wealthy families thinking about impact investing: don’t just buy on the buzz, do your homework.

Planning for Family Philanthropy

Think about how you discuss philanthropy and charity with your family. Growing up in my family the act of charity was a modeled behaviour, even if it wasn’t discussed outright.

The moment Sallie Krawcheck got hooked on social

The Ellevate chair spoke with Fortune’s senior editor at large Pattie Sellers about the importance of investing in your connections on social.

Wells Fargo Launches ‘Wells Fargo Investment Institute’

New Investment Unit to Be Led by Darrell Cronk

RBC Takes $15.8 Million Charge on Wealth-Management Business

Royal Bank of Canada, the country’s second-largest lender by assets, took an C$18 million charge in the fiscal fourth quarter tied to its wealth-management business.

Affluent Investor Mindset: Alternative Investments

Compared to other investors, those who invest in alternatives are more likely than those who do not to describe their risk tolerance as aggressive or most aggressive.

Wealth and Asset Management