Managers of Wealth Americas

Philanthropy Changes as Rising Generation of Donors Emerges

Gen Xers and millennials focus on values, engagement and impact

HNW investors feel their financial situation is improving

What does it take to feel optimistic these days? At least $5 million,

Raymond James Picks Up Morgan Stanley Duo

The team, also known as The Fowler Financial Group, came to Raymond James from Morgan Stanley, where they managed more than $70 million in client assets and had annual fees and commissions in excess of $700,000.

National firms driving RIA deals

National firms participated in more than half of mergers and acquisitions

CEOs bailed out in financial crisis still rake it in

Top executives of companies that received taxpayer bailouts during the financial crisis

Wealth Management Helps Drive Bryn Mawr to Record Earnings

Rising revenue from wealth management services helped drive Bryn Mawr Bank Corp. to record earnings in 2012, the Pennsylvania-based community bank announced Thursday.

Raymond James to Drop Morgan Keegan Name

"Cultural integration and the satisfaction" of financial advisers at the firm

Reliance Financial Corporation to Acquire Citigroup Trust-Delaware, N.A.

"This acquisition allows us to continue our focus on the institutional marketplace and will strengthen our competitive position as a leading national trustee."

Emerald Bay Hires Sanctuary Wealth Services

Emerald Bay Wealth Management specializes in wealth management for multi-generational families.

Bank of America Reaches Goal of Hiring 1,000 Small Business Bankers

Extends Nearly $8.7 Billion in New Credit to Small Businesses in 2012

Reliance Financial Corporation to Acquire Citigroup Trust-Delaware, N.A.

This transaction will enable Reliance Trust Company of Delaware to increase its size

Emerald Bay Hires Sanctuary Wealth Services

Emerald Bay Wealth Management specializes in wealth management for multi-generational families

UBS Launches Global Family Office in the Americas

The UBS Global Family Office was launched in Europe and the Asia-Pacific region in January 2011 and currently manages more than USD 50 billion in assets.

Focus Financial Partner Firms Complete Strategic Deals

The deals boost client assets by approximately $450 million

Former Bank of America CEO Tom Clausen dies

He left the bank in 1981 to become president of the World Bank.

Swiss Banks Vie for Declared American Assets Amid Probe

UBS expects to report assets at its Securities and Exchange Commission-registered business rose 20 percent to $4.6 billion last year

MS Wealth Management vaults past margin target

Unit ahead of schedule, records 17% pretax margin in Q4; 'let's not get too wound up'

SSgA's AUM climbs 13% in 2012; ETFs up 38%

Also Friday, State Street announced it was cutting 630 jobs, or 2% of its workforce, this year “to capture further efficiencies and cost savings.”

New Family Wealth Toolkit Helps Families Maximize More Than Wealth

The Family Wealth Sustainability Toolkit is more than just a book.

Raymond James’ Pay Grid Gets Long-Awaited Facelift

"This is the first significant change to our grid during my almost 20 year tenure at Raymond James."

Wealth and Asset Management