Managers of Wealth Americas

Raymond James, Recruiting Juggernaut, Marches On

Raymond James is growing through acquisition.

Leading Swiss Private bank looking to bring the children of its clients into the fold

Financially conservative children of current clients receive particular attention, says UBS Wealth Management

Cottrill, Arbutina affiliates with V&T Wealth Advisors

Cottrill, Arbutina Wealth Management Group has more than doubled its size by affiliating with V&T Wealth Advisors

RBC Wealth Management CEO Explains Firm's $46 Million Commitment To Water

In recognition of World Water Day, Saturday, March 22, 2014, I’ll be visiting here live with John Taft, the CEO of RBC Wealth Management-US, about RBC’s Blue Water Project.

Merrill Lynch Wealth Management and Edhec Business School Joins Forces to Advance Goals-Based Wealth Management

We are delighted to be able to work on the industry-relevant and intellectually stimulating subject of risk and goal allocation, thanks to our collaboration with Merrill Lynch on this research chair"

LLBH Wins Best Multi-Family Office Award

LLBH Private Wealth Management, an independent wealth management firm advising on approximately $1.5 billion in total client assets, announced it has been named the 2014 "Best Multi-Family Office Overall" in the "New Product" category

This Is Where The Real Life 'Wolf Of Wall Street' Lives

The real-life “Wolf of Wall Street” Jordan Belfort who is now a motivational speaker resides in a luxurious oceanfront home in California

Family Office Exchange Honored for Outstanding Contribution to Wealth Management Thought Leadership

Several FOX Member Organizations Recognized

UBS eyes independent space

The firm has been expanding its product offerings and has considered an acquisition as independent firms move to compete for ultrawealthy clients

RBC Awarded three top honours in inaugural Family Wealth Report Awards

"This prestigious award speaks to our collaborative culture and to our unparalleled approach to delivering the best RBC has to offer to our high-net-worth families," said Mary Holenski, head, RBC Private Banking.

Pinnacle Private Wealth announces merger with Leominster

When the integration of the two companies is complete, the new, expanded entity will operate under the name Pinnacle Private Wealth.

TD Bank hopes to expand U.S. wealth management unit

Toronto-Dominion Bank hopes to expand its U.S. wealth management business, targeting a million people with at least $100,000 in liquid assets

GenSpring expands San Francisco Family Office team with eight appointments

This marks GenSpring’s second expansion in California this year following the announcement of the founding of a family office in Los Angeles in January.

The asset management industry has stepped up marketing efforts aimed at advisors

"The advisor community is very close-knit, where there is a lot of referencing and comparison of notes."

Alerus buys boutique Private Bank

The company is targeting Phoenix and Twin Cities for expansion.

HighTower launches fee-for-service platform

First affiliate is looking to copy the aggregator's trademark partnership

NFP Buys Up Hybrid RIA In California

Takes on 10 adviser teams, which over more than $800 million in assets

NFP Buys Up Hybrid RIA In California

NFP today announced that it has acquired Washington Wealth Management, LLC.

Wealth Management Firms Continue to Lag in Recruiting Women Advisors

Wealth management providers need to assess how better to attract more women as investment advisers. They’re missing a big opportunity.

Credit Suisse Overrode Due Diligence Standards And Accepted Questionable Loans: Court Filings

Top officials at Credit Suisse instructed subordinates to override due diligence standards and accept questionable loans

Wealth and Asset Management