Managers of Wealth Americas

10 Mistakes Gen Y Makes with Advisors

Here are 10 common mistakes Gen Y should avoid when working (or not working) with an advisor, and ways to get around them.

Canada’s executive compensation practices have come a long way

What some people don’t realize is that executive compensation tends to be the single largest expense an organization might incur.

Death of a prominent private wealth manager shakes Texas investors

A spokesman said in a statement that following Mr. Powell's death, the fund-management company has become "aware of unusual transactions Mr. Powell seems to have conducted personally outside of his work for Atlantic Trust."

Swiss private bank opts to groom wealth managers

The most challenging thing in Asia is to get the right people on board

U.S. Wealth Management Welcomes New Advisor Practices in Bethesda, MD and Lehigh Valley, PA to Platform

An independent network of experienced wealth managers announced that it has recruited two new independent financial advisory practices to its platform

BNY Mellon Plans to Increase its Wealth Management Sales Force by 50%

As many as 100 new positions are planned as part of a major growth strategy

Aberdeen completes $179.9m acquisition of Artio

As at 17 May 2013, Artio managed assets of $10.6 billion (£7.0 billion).

Raymond James assets under administration rise by 1.2 percent

Total client assets under administration of $411.8 billion rose by 1.2 percent, largely fueled by the 1.8 percent increase in the S&P 500 for the month.

PNC rounds out wealth management team

Its wealth management team members who are based in Birmingham service the Northern Alabama market, and the team members in Mobile will service the South Alabama market

Northern Trust Launches MarketScape Video Series

Northern Trust has launched a weekly video series

HNW Investors Refocus on Growth but Overlook Family, Health and Retirement Risks

Long-term Care Costs and Financial Support for Extended Family Are Unseen Risks to Wealth

Atlantic Trust managing director dies

S. Mark Powell, managing partner of Atlantic Trust’s Austin operations, has died from a yet undetermined cause, a company official confirmed.

Technology drives US client adviser loyalty

Technology has to be used in a subtle way to prevent it creating an impression that it diminished the value of the personal adviser

Fremont Bank expands wealth management to compete with Wells Fargo, others

Community banks are going on the offense as their wealthy clients turning to Bank of America

Morgan Stanley to Sell India Wealth Management Assets

This process is expected to be completed by the end of 2013

Gen X to be worse off than Boomers in retirement, study finds

Boomers lost a significant chunk of their retirement nest eggs in the recession

UBS Americas hires in-house experts to spur life insurance sales

"They are trying to gently push advisers into a more holistic planning-style relationship," said a director at Cerulli Associates, which specializes in wealth management.

Schechter Wealth Strategies opens NYC office

Now is the right time with the economy on the upswing

Family Office Trends to Keep an Eye On

The families are looking to private alternatives for their investments

Market Strategies International Acquires Cogent Research

They are perfectly aligned with Market Strategies

Wealth and Asset Management