Managers of Wealth Americas

Alternative Funds: How Do You Pick?

Financial advisers like Mr. Dardaman have been increasingly buying these in an effort to get better returns than bonds but less volatility than stocks.

UBS Shifts Investment Advice, Research in Wealth Units under One Umbrella

The integration is the latest step in UBS Chief Executive Sergio Ermotti's plan to shift the Swiss bank's primary focus to client and advisory businesses and pare down its investment bank following an embarrassing trading scandal last year.

NYC wealth management firm opens Albany office

A New York City-based wealth management firm has established a presence in Albany, New York, and expects to double the size of its new office by the end of the year.

Investing Secrets of the Ultra-Wealthy

he IPI also found that the ultra-affluent have allocated capital to commercial real estate, land, gold, and even artwork. Many smaller investors can’t grasp these asset classes because of their lack of liquidity.

U.S. wealth growth slowed in 2011 - Research

The report, BCG's twelfth annual look at the global wealth-management industry, addresses the current size of the market, the state of offshore banking, the performance levels of leading institutions, the emergence of alternative business models, and

Morgan Stanley ups stake in Smith Barney venture

Morgan Stanley Smith Barney is a wealth management company whose products and services include brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust se

UBS Wealth and OEBP launch new small business advisory program

Small business owners to receive six months of pro bono strategic financial and business advice

Canada should share its wealth - and jobs

Nevertheless, Mulcair would slow down the energy sector by adding a carbon tax (though he'll skip the same as applied to the automotive industry).

Citi seeks its next act in wealth management

The bank plans to hire 300 more personal bankers and brokers in the next two years, with a goal of reaching about 800 by 2014, Citigold Wealth Management President Venu Krishnamurthy told Reuters.

Investment Tactics Debated at Bloomberg Asset Management Summit

The Summit, which will take place on June 14 at the State Room in Boston, will look at the outlook for markets depending on the outcome of the presidential elections, the dollar bull versus the dollar bear, municipal bond investing, and opportunities and

50 highest-paid CEOs in AP survey

They are based on the AP's compensation formula, which adds up salary, perks, bonuses, preferential interest rates on pay set aside for later, and company estimates for the value of stock options and stock awards on the day they were granted last yea

World's Wealthiest Women - research

The richest women may span the globe, but two of them come from the same family

West Coast wealth managers launch new frim

“The public is increasingly savvy and aware of the value of a fee-only financial advisor who can integrate sophisticated investment planning with other personal finance concerns,” said Bourdon. “Yet, professionals with cutting-edge exper

Luxury Home Values Jump in San Francisco Bay Area

San Diego Prices Move Higher, Los Angeles Values Edge Down

Raymond James managed assets up 29% in April

Raymond James completed its acquisition of regional brokerage Morgan Keegan from Regions Financial Corp.(RF) in April in an effort to boost its assets and scale.

Raymond James CEO says recruiting is brisk

Many of those recruits came from top U.S. brokerages, including Morgan Stanley Smith Barney, Wells Fargo Advisors and Bank of America's Merrill Lynch.

US ranks No. 1 in wealth, not in happiness

Those are among the findings of an updated study of well-being released Tuesday by the Organisation for Economic Co-operation and Development, which promotes economic and social satisfaction.

Sterling Capital inks deal with Adhesion Wealth Advisor Solutions

Adhesion's Customizable Investment Platform and High-Touch Service Enables Sterling's Advisors to Grow and Better Service a Diverse Client Base

Anarchists, Cops, the Super Rich -- It's New York 100 Years Ago

I actually think there may be three or four cycles that bear resemblance to the wild ride of 1914. And perhaps more important than the eerie sense of déjà vu is Jones' instructive analysis of the different social forces behind the main

Citi Private Bank announces new Northeast region office

The Greenville team will be led by Barbara McCollum, southeastern Pennsylvania and Delaware region executive, and Bob Rosenberg, managing director and ultra high net worth private banker.

Wealth and Asset Management