Managers of Wealth Americas

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.

Ultra Wealthy to Transfer US$16 Trillion Over Next 30 Years

Wealth-X and NFP Family Wealth Transfers Report identifies largest transfer of global wealth in history

Raymond James Adds $1.1M UBS Rep, Ex-RBC Team

Focus Financial affiliate adds an advisor with some $200 million in assets

Banking bonuses set to disappoint in City and on Wall Street

Bankers on both sides of the Atlantic are fighting over a diminished bonus pool this year, according to executives.

O’Connor Davies Shortlisted for Three Family Wealth Report Awards

Family Office Services Team nominated for excellence in tax advice and wealth management technology solutions.

Art Collections as Family Office Investments: Preserving Beauty, Heritage and Wealth

This interest is fuelled by the extensive economic crisis experienced in 2009.

Northland Wealth Management shortlisted for Family Wealth Report Awards 2015

It is a great honour and a testament to the hard work our team has put in over the last 12 months.

Ifert launches independent advisory firm, affiliates with Raymond James

Ifert has worked in financial services for more than 32 years.

Small banks join trend of wealth management

Low interest rates have made it difficult for banks to make money on loans

Mariner Wealth buys stake in Pennsylvania firm

It also opens to clients of Vantage other services Mariner Wealth offers

Morgan Stanley says wealth management employee stole client data

There is no evidence that clients lost money as a result of the latest breach of customer information at a financial firm, Morgan Stanley said in a statement.

Wealth management firm buys investment adviser

Financial terms of the deal were not disclosed in a news release Monday.

Convergent Wealth Advisors Shortlisted for Family Wealth Report Awards 2015

These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.

Wealth and Asset Management