Managers of Wealth Americas

First National Bank to offer wealth management services

First National Bank has been a leading provider of financial services in the north coast for close to 140 years

Connecticut’s wealthy investors opt for aerospace

Last year, for instance, the state received the welcome news that the federal government was planning on a significant expenditure of defense dollars in Connecticut.

Which Top RIAs Have the Richest Client Accounts?

The size of an advisory firm, as measured by assets under management, doesn't always indicate the size of the clients that firm serves

Mack International Named a Finalist in the 4th Annual Family Office Review Awards

Family Office Review has announced Mack International as a short-list nominee for the prestigious Family Office Review Award in “Family Office Specialty Services Firm” category.

AMG Wealth Partners Announces Investment in Baker Street Advisors

As part of the transaction, Baker Street’s senior professionals have agreed to long-term commitments with the firm

Outlook for the US Wealth Management Industry: “The Most Exciting Time”

Greater attention is being paid to financial technology (fintech) and the online landscape of wealth management, with wirehouse advisers becoming more active in their use of social media to gain new clients and attract more assets.

High Net Worth Investors Optimistic About 2015

Continuing optimism was a key finding of Morgan Stanley Wealth Management’s semi-annual Investor Pulse Poll, which surveys a national sample of investors with investable assets of $100,000 or more, a third of whom have assets exceeding $1 million.

New Alliance Established To Provide Independent Wealth Management To Global Families

As ultra-high net worth families from the US, Europe and Latin America face accelerating change and globalization in all aspects of their wealth management

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.

Wealth and Asset Management