Managers of Wealth Americas

Millionaires add to their ranks

They're moving on up.

First Republic Expands Wealth Management Team in New York

Senior Portfolio Manager and Senior Trust Officer Join Rockefeller Center Office

Lerner's former associate targeting wirehouse advisers

Cabot has three people focused on recruiting advisers from Wall Street firms.

Raymond James reports February 2012 operating data

As of today, 98 percent of Morgan Keegan financial advisors presented with retention incentive offers have indicated their intent to accept and will be joining Raymond James upon closing of the merger.

Completion of sale of Old Mutual's Nordic business

Payment of the special dividend of 18p per share (or its equivalent in other applicable currencies) is now unconditional and will be made on 7 June 2012 to shareholders on the register at the close of business on 20 April 2012.

Goldman Sachs launches 'muppet' hunt‎

Goldman Sachs has begun scanning internal emails for the term "muppet" and other evidence that employees referred to clients in derogatory ways, chief executive Lloyd Blankfein told partners in a conference call this week, according to people fa

AMG's Healey aims for more wealth-management deals‎

Founded in 1986 by Chief Executive Officer Michael Stolper, the firm is based in Newtown Square, Pa., and has 84 employees, including 36 investment advisory and 12 research professionals.

UBS Grabs Advisors With $1.7B in Assets From Rival Firms

The largest producing team of those hires includes Matthew Kilgroe, Peter Frantzis and Tommy Kidwell, who join UBS in St. Petersburg, Fla., from Merrill Lynch.

RBC opens new wealth management office in Raleigh

It is located at 4208 Six Forks Road in the North Hills area of the city.

Ultra Wealthy Say It Takes Work Ethic to Get Rich, Innovation to Stay There

Wealthy Agree on Importance of Innovation, Differ on Where It Should Come From

America is being transformed from a wealthy nation into a poor nation

Most of them are completely unaware that America is being transformed from a wealthy nation into a poor nation at breathtaking speed.

Sterne Agee Expands Private Client Group

Sterne, Agee & Leach, Inc., one of the oldest and largest privately-owned investment banking firms in the country, has expanded its Private Client Group with the addition of an investment office in Chicago.

UBS Wealth Management Americas launches the Wealth Management Research Advisory Board

Representing a major milestone in the evolution of WMR's Chief Investment Strategist function, the move underscores the commitment of UBS Wealth Management Americas to helping its clients reach their goals by delivering the best research from the sma

Why We Need a Surtax on the Super Wealthy

A few days ago the Fed reported that household wealth increased from October through December. That’s the first gain in three quarters.

American Billionaires And Their Private Company Fortunes

The top 20 private companies produce a total of 23 billionaires, but you can find billionaires throughout the list of private companies.

The Billionaire List Wars

Last week, Bloomberg announced the creation of a Billionaires Index. Updated daily at 5:30 p.m., the list would track, in more or less real time, the wealth of the world’s 20 richest people.

Poll: Most rich Americans say U.S. still in recession

Some 55% think the economy won't fully recover until 2013 or later, and 14% say the recession will never end.

Morgan Stanley Team Goes Hybrid via LPL‎

A team of Morgan Stanley Smith Barney advisers that generated $2 million of revenue last year has started an independent investment advisory firm

Edelman Financial Group Reports Fourth Quarter Earnings

The Edelman Financial Group is a wealth management company that manages approximately $16.3 billion in client assets.

Women can save Wall St.

The bank collapsed in 2008, sending the economy spiralling.

Wealth and Asset Management