Managers of Wealth Americas

LPL Tops Breakaway Brokers' Bucket List

Nearly half of potential advisers on the move would choose LPL, up from 43% last year

HSBC's profits surge 30% driven by Hong Kong and UK

The bank's home markets of the UK and Hong Kong were responsible for more than half of the group's profits.

Argent Wealth Management and Pillar Financial Advisors to Merge

Both firms have highly credentialed professionals - attorneys, CPAs, CFA® charterholders and CFP® professionals - and take a team approach to helping clients coordinate and manage today’s difficult financial decisions.

Leading US$1 Billion Texas-Based Wealth Management Team Launches Independent Investment Management Firm

Firm with Extensive Expertise in Portfolio Management serves Institutions, Business Owners and High Net Worth Clients across Texas and the Southwest

Morgan Stanley veterans launch firm using Raymond James platform

A group of veteran Morgan Stanley managers has broken away from the wirehouse to form a partnership with Raymond James Financial Services Inc. as an equity-ownership wealth advisory firm that will offer succession planning to advisers.

Rich families hoarding cash: Citi

Wealthy families have about 39 percent of their assets in cash

Community banks respond to rising demand for wealth management services

Some institutions have ramped up their wealth management divisions in recent months, while others have teamed with existing firms to help clients make sense of their portfolios.

Aberdeen Asset Management Wins 11 Awards For Fund Marketing And Communications

With our global network of offices and a regional approach to investment management, we believe in the power of an international perspective in an effort to ensure our clients and advisors have continual access to the voice of our investment managers.

Bonus Increases Expected by the Financial Workforce

With bonus reviews now high on the agenda, eFinancialCareers polled over 4,500 financial professionals across seven markets to understand their bonus expectations.

Northern Trust Named "Best Private Bank in the USA"

We are honored by these awards, which reflect Northern Trust's deep commitment to innovation in how we serve our clients

Barclays sees adjusted profit before tax fall by 20% to £4.9bn

Investment Bank income was down 7%

Morgan Stanley Said to Take Stake in Japanese wealth-management business

New York-based Morgan Stanley will provide research and investment products when the partnership takes effect in January, the person said. Terms of the agreement weren’t immediately available.

Lower Client Activity Weighs on UBS Americas Wealth Business

UBS’s third-quarter adjusted¹ profit before tax of CHF 484 million achieved in a challenging environment

Employees buy Annapolis wealth management firm

Five long-time members of Scarborough Capital Management paid founder Mike Scarborough more than $10 million to buy the 24-year-old firm with $7 million in annual revenue.

Stock market drives clients to wealth managers

Data from Findawealthmanager.com revealed that while private clients were feeling negative about the rise of house prices compared to wage growth

When Good Advisors Get Fired

It’s not uncommon for good advisors to get fired, as compliance departments become more vigilant. But there is life after termination.

Swiss wealth managers seek to reconnect with US clients

Analysis by Aite Group has pointed to a growing desire by Switzerland based wealth managers to reconnect with US clients

More Investors Satisfied with Their Advisors

Investors across all wealth segments reported higher levels of satisfaction with their advisors

Raymond James reports record net income, profit for fiscal year

Results this quarter were lifted by a beneficial tax rate

Herd Of Asian Elephants Let Loose On The Streets Of Los Angeles

The looming extinction of the Asian elephant population seems to be unheard of in the U.S.

Wealth and Asset Management