Managers of Wealth Americas

Special Report: Tax time pushes some Americans to take a hike

Last year, almost 1,800 people followed Superman's lead, renouncing their U.S. citizenship or handing in their Green Cards.

What Rich People Fear Most

Few Americans know what it is like to have one million dollars a year to their name.

Citigroup shareholders reject CEO pay

The shareholder vote, mandated by the "say on pay" legislation under the Dodd-Frank Act, was taken at the firm's annual meeting in Dallas.

State Street hit by rising cost of employees

STATE Street said yesterday that first-quarter profit fell 11 per cent as compensation and other employee benefits surged at nearly three times the pace of operating revenue.

First Midwest Bank Forms Wealth Management Division

First Midwest Bank has announced that it has formed a new Wealth Management Division as part of the bank's strategic organizational realignment.

80pc of wealth firms to invest in operational infrastructure in 2013

Wealth Managers View Creating Efficiencies a Vital Part of Operational Philosophy

US wealth management firm to go private

The proposed transaction is expected to close in the third quarter of 2012.

U.S. Senate Rejects Obama’s Wealth Tax Proposal

The U.S. Senate has blocked President Barack Obama’s proposal to raise tax rate on those who earn more than $1 million a year.

Estate of the art

According to the Mei Moses World All Art index, investment grade art grew in value by 10.2 per cent in 2011, outperforming both the S&P 500 and the FTSE All Share total return indexes.

Wealth Management Veterans Launch Snowden Capital Advisors

Former Merrill Lynch Wealth Management Leaders Launch Hybrid RIA Firm to Provide Client-Focused Advice and Investment Solutions

Despite Efforts, Wirehouses Losing HNW Clients

In recent years, the wirehouses have made a concerted effort to court the HNW market.

Ex-Merrill veterans open independent brokerage firm

Two former Merrill Lynch veterans on Thursday announced that they opened an independent, adviser-owned brokerage firm, saying they hope it will attract top talent from the biggest U.S. brokerages and grow to be global in scale.

Wall Street banks TRIPLE their bonuses in bidding war over top brokers

The brokerage arms of banks such as Morgan Stanley, UBS AG, Wells Fargo & Co. and Bank of America are offering high-end U.S. brokers two to three times the commissions and fees they produced in the previous year, up from about one times those earning

Dynasty Partners, Method Holdings Deal Targets CPA Wealth Management Market

In the partnership, Dynasty, based in New York, will provide its platform services to the CPA firm-owned wealth management practices Method Holdings plans to invest in.

Industry Leader in Wealth Management Opens California Office

The Orange County office is headed by four of the region's leading financial advisors: Gerald Larr, Douglas McCrea, Stephen Nielander and Craig Wells, all former Managing Directors at Deutsche Bank's Private Wealth Management office in Costa Mes

What high net worth investors are doing right now

This is how they created their wealth: by building businesses to capitalize on trends they’ve noticed, and by investing when they’ve seen intriguing opportunities develop in the public markets.

CertusBank launches new wealth platform

Our CertusWealth advisors are ready to walk through comprehensive financial solutions that provide both personal advice and the broad expertise needed to keep you moving forward towards achieving your life goals.

Halbert Wealth Management Announces Addition of Yacktman Capital Group

Halbert Wealth Management has announce that the Yacktman Capital Group Concentrated Composite Strategy has been added to its list of recommended managed account strategies within HWM's innovative AdvisorLink Program.

Fidelity Launches Family Office Networking Service

The new service will give family offices access to research reports and peer networking, according to Fidelity.

Brown Advisory targets D.C. area for growth

Brown Advisory, one of Baltimore’s largest money management firms, is looking at the Washington area to help drive its growth.

Wealth and Asset Management