Managers of Wealth Americas

Over half of single-family offices now using concierge healthcare providers - study

New Survey Reveals That Over 90 Percent of Ultra-Wealthy Families View Access to Emergency Medical Care as a Top Priority

Cornerstone Advisors expands wealth mgmt services

As an extension of Cornerstone's nearly three decades of work with ultra high net worth individuals and families, RISE unites the firm's investment strategy expertise and insights into donor expectations to bring comprehensive services to privat

2012 Futurewealth Report: A Customer Revolution

Pioneering Survey of 3,300 HNWs Concludes Redefining the Wealth Management Customer Journey Is Now Critical to Success

Bank of America puts its advertising account in review

Bank of America says it wants to rethink how it advertises to consumers taking note of the huge shifts in the economy — and its own fortunes — since 2005, the last time it reviewed its ad assignments.

Switzerland eyes tax deals, US talks 'not so easy'

Switzerland has already agreed to allow tax evasion investigations with countries including the United States and Germany, and struck deals with Germany and Britain to enable them to claw taxes back from their nationals.

Raymond James statement on Morgan Keegan deal

“While our preference is generally organic growth, we have used strategic mergers to grow throughout our history when the timing and pricing are right and, most importantly, when there is a strong cultural fit and clear path for integration,”

Fidelity rolls out iPad app for RIAs, family offices

RIAs and family office advisors who download it from Apple’s App Store can customize their preferences to view clients’ accounts and orders, access stock quotes and analysis and view and filter alerts before or during client visits on their iP

Legg Mason reports AUM for Dec

Legg Mason, Inc. reported preliminary assets under management of $627 billion as of December 31, 2011.

IRS Extends Amnesty for Taxpayers with Unreported Offshore Accounts

Tax attorney Brian Mahany said the amnesty program offers another opportunity for people with unreported foreign income or accounts to avoid jail and high penalties. "The IRS has been relentless in recent months about finding people who failed to rep

First Citizens Asset goes international

FCAM’s GM also said investors should be taking advantage of the current economic woes abroad to invest in companies that will surely increase in value once the global economy improves.

Wall Street Bankers Quitting To Start Their Own Businesses

From 2008 to 2011, national employment in the financial services industry fell by 7.3 percent

IAS signs up another high-profile firm

Through three offices located in Las Vegas, San Diego and Phoenix, Miller/Russell supports over $1 billion in assets under management (AUM).

US wealth advisory group expands in New York

The move marks the firm's second expansion in New York, and signals its emergence as a significant force in the country's largest and wealthiest city. In May 2011, Fieldpoint Private announced its acquisition of Analytic Asset Management, a Manh

FolioDynamix continues innovation in wealth mgmt technology

The new release features enhanced business process management workflows, wealth monitoring and management dashboards, and complete integration to the FDx Connect model exchange hub for seamless access to research and third-party money managers.

Envestnet adds to its liquid alternatives program

Envestnet's Liquid Alternatives Program is designed to help advisors identify high-performing liquid alternative strategies, including exchange-traded funds (ETFs), while providing guidance in utilizing these portfolios.

Raymond James boosts wealth management business with acquisition

The combined businesses of Raymond James and Morgan Keegan will create one of the country’s largest full-service wealth management and investment banking firms not headquartered on Wall Street.

Genworth sells tax and accounting advisor unit

With the sale of GFIS, Genworth will focus on its core turnkey asset management businesses within Genworth Financial Wealth Management.

Ex-Soros trader’s hedge fund said to return outside money

The company plans to give investors more details this week, said the people, who asked not to be identified.

The Neverending MF Global Story: Regulators Block The Truth

Bob English, an independent trader and contributing editor to the blog, Economic Policy Journal, published a post this morning that raises serious questions about the Securities and Exchange Commission’s program of regulation for broker/dealers and,

John Hancock launches new fund

The new fund will be offered both as a stand-alone member of the John Hancock family of retail funds, and will also be a component of the John Hancock Alternative Asset Allocation (JAAAX) fund as well as several of the John Hancock Lifestyle funds.

Wealth and Asset Management