Managers of Wealth Americas

Raymond James Financial Reports

Client assets under administration, financial assets under management, and securities commissions and fees in the Private Client Group segment are benefiting from market appreciation

Financial Concierge Firm for High Net Worth Individuals & Families launched

While Family Offices are not a new concept, Virtual Family Offices are very new

14 Ways to Woo the Wealthy

To gain a competitive edge, advisors pursuing clients among ultra-wealthy individuals and families are using an array of sophisticated techniques designed to build engagement with existing clients and garner interest from new ones.

Millennials Will Benefit From $15 Trillion Wealth Transfer and Most Don't Know It

The majority of wealthy Americans claim to be self-made, but the next generation will gain significant riches from inheritance as some $15 trillion in assets pass down family trees over the next 20 years.

HNW Investors Find It Harder to Unplug

About 15 percent say they sometimes check their messages, while only 3 percent say they never check them

Citigroup’s Asian Wealth-Management Assets Climb to $251 Billion

U.S. and European banks have been seeking to boost their wealth businesses in Asia

Facing price wars and robots, wealth managers push advice

This week at the Reuters Global Wealth Summit, "transparency" and "fees" were among the most popular words spoken by top wealth and asset management executives.

UBS Announces $10 Million Commitment to Support College Success through UBS NextGen Leaders

UBS Americas today unveiled a $10 million, five-year commitment to establish a new education platform for improving college success among under-resourced populations.

Global super-rich on the march as personal fortunes swell

Nearly Two Million Individuals Join High Net Worth Ranks As Wealth Levels Reach Another Record High: World Wealth Report 2014

BofA promotes more teamwork between advisers, bankers

Bank of America Corp is seeding its investment banking teams with financial advisers from its wealth management businesses in the hope that banking clients will give them personal money to manage,

Cantor Fitzgerald Wealth Unit Lures Merrill Vet

Cantor last year started offering wealth advice for individual investors

Innealta Capital's Flagship Funds Are Added To Morgan Stanley Wealth Management Platform

We believe Expanded Distribution Reflects Investor Interest in Actively Managed Country and Sector Rotation ETFs Focused on Managing Risk and Preserving Wealth

WE Family Offices Adds to Investment Committee

“Together with Jean Brunel and our firm’s personnel serving on the Committee, Alex and Walter bring unique external perspectives that will add tremendous value in our work with clients.”

When Bad Wealth Management Happens To Good People

Robust bootlegging operations in America between 1920 and 1933 provided easy cash for those willing to operate outside of the law.

BNP Plans U.S. Expansion With 100 More Wealth Advisers

BNP Paribas SA, the French bank facing a potential $10 billion U.S. penalty over its dealings with sanctioned countries, said it’s sticking with a plan to expand its BancWest division.

Charles Schwab aims arrows at full-service rivals

The San Francisco-based pioneer of low-commission brokerage has been on a campaign in recent years to offer advice and fee-based accounts to clients with more than $250,000, similar to the strategy increasingly used by the four big firms, known as wirehou

Wealth and Asset Management