Managers of Wealth Americas

Windham Capital Receives Tactical Risk Management Award by aiCIO

Asset management firm recognized for its research driven quantitative approach to managing risk at aiCIO’s 4th Annual Industry Innovation Awards in New York

Swiss banks employ an army of advisors to weigh US amnesty plan

Banks in Switzerland, the largest cross-border financial center with $2.2 trillion of assets, are closely examining accounts before joining a disclosure programme that's the broadest assault in a five-year US crackdown on offshore tax evasion.

Waltham executive to merge wealth management firm

DeVoe & Company acted as a consultant to Pillar Financial Advisors and Argent Wealth Management, providing business strategy guidance to help the organizations evaluate a proposed merger.

Only 40 Swiss banks agree to reveal hidden accounts

Around 40 of Switzerland’s some 300 banks have already said publicly they will take part in a US programme set up to allow Swiss financial institutions to avoid US prosecution in exchange for coming clean and possibly paying steep fines.

Report Finds Investors and Financial Providers Have Differing Views of 'Wealth Management'

Seventy-seven percent of male investors are familiar with the term "wealth management'' while only 63 percent of females are familiar with it.

Wells Fargo Sweetens Brokers' Deferred Pay, Retirement Incentives

Morgan Stanley, Bank of America Corp's Merrill Lynch and UBS AG's U.S. brokerage unit unveiled plans two weeks ago that reward asset gathering, encourage brokers to work in teams and toughened revenue targets for lower-tier advisers.

Raymond James financial Reports November Operating statistics

Total securities commissions and fees of $253 million were up 6.5 percent over last year’s November but down 4.8 percent versus the preceding month on fewer trading days.

New York wealth manager opens San Francisco office

Tiedemann Wealth Management, founded in 1999 and led by President Craig Smith, oversees more than $8 bilion in assets for about 130 clients.

BNY Mellon Introduces Fee Management Service for Asset Managers

The offering, serviced through BNY Mellon's transfer agency group, has been designed to help asset managers understand the services they are receiving for the fees they pay to broker-dealers.

U.S. Bank Wealth Management Names Head of Product Services

Prior to that, he served as head of Investment Management and Trust Products and Services for Wells Fargo’s Wealth Management Group. He has more than 19 years of experience in the financial services industry, according to U.S. Bank.

Wealth Manager Study Says Deals Surged as Prices Dropped

Buyers spent more than $8 billion since Dec. 31 as they absorbed businesses that oversee money for affluent individuals and families.

Where Investors Obtain Wealth Management Services

Brokerage firms often provide wealth management services to affluent investors.

FOX Publishes Guide to Creating and Running a Family Office

The guide documents the challenges faced by families who wish to manage their wealth collectively for the long-term and provides a look inside today's family office.

Private Bankers Fear Volcker Rule Impact On HNW Offerings

Private fund offerings to the wealthy are likely to shrink as a result of Volcker Rule guidelines approved Tuesday by the federal financial regulators, acording to some financial industry officials.

SunTrust to Sell Wealth Management Business for $245 Million

The buyers are a group of RidgeWorth employees and outside investors led by the private-equity firm Lightyear Capital

SunTrust to Sell Wealth Management Business for $245 Million

The deal could be worth an additional $20 million beyond the $245 million sale price depending on the performance of certain RidgeWorth assets.

Merrill Lynch Study Debunks Myth of Gender-based Differences in Investing Behavior

Myths about the innate differences between men and women when it comes to investing behavior and performance are debunked in a new research report published today by the Merrill Lynch Wealth Management Institute.

Pershing Identifies Six Transformations Elite Broker-Dealers Use to Outperform Peers

Commitment to advisory services, sound recruitment strategies and organic growth are among keys to success in post-crisis world

Turnover hits Deutsche Bank's US mutual fund unit amid outflows

This year, the Frankfurt-based bank has seen turnover of New York-based executives as U.S. capital continues to leave Deutsche Bank's mutual funds, which are branded DWS Investments.

New President of U.S. Bank HNW Seeks New Business from Existing Customers

U.S. Bank’s high-net-worth wealth management unit is sticking to its strategy despite a sudden change in leadership at the top.

Wealth and Asset Management