Managers of Wealth Americas

Wealth Adviser: Morgan Stanley Wins Public Pension Funds From Merrill

Morgan Stanley says it’s more than happy to be benefiting from Merrill Lynch’s decision to get out of the business of advising public pension funds.

Some bankers to make the biggest bonus killing ever

Some bankers will be wearing big smiles this holiday season - and here's why.

Former UBS Executive Live-Tweeted Plane Evacuation After Bomb Threat

An American Airlines aeroplane from Barcelona was evacuated early Sunday afternoon at New York City’s JFK Airport following a bomb threat.

Webster Financial Gets Regulatory Approval To Acquire HSA Business From JPMorgan

On September 23, Webster Financial said it has agreed to buy the health savings account business from JPMorgan Chase Bank, N.A. Deal consideration will be all cash; the purchase price was not disclosed.

Merrill Lynch and U.S. Trust Sign the United Nations Principles for Responsible Investment

Response to Growing Client Demand for Social Impact Investments

Stifel to acquire Alabama investment bank

Stifel Financial Corp.today announced that it has entered into an agreement to acquire Merchant Capital, LLC, a public finance investment banking firm headquartered in Montgomery, Alabama, which together with offices in Atlanta, GA and Columbia, SC, serv

A Super-Tough Question Morgan Stanley Asks Bankers Who Want To Join Its Wealth-Management Team

Morgan Stanley now has the hottest wealth-management division on Wall Street. To maintain that, you need to find top talent.

Goldman Sachs Fired Two Staff For Alleged NY Fed Breach

Goldman Sachs Group Inc said the confidential information incident on September 26 was immediately reported to its compliance team, regulators and the NY Fed

Citigroup Risk Executive Miller Found Dead in New York

Miller “was highly regarded at Citi and across the financial services industry as a thought leader and tireless advocate for environmental and sustainable business practices,” bank executives wrote in a memo to employees in his division. &ldqu

Orcel Facing ‘Hurricanes’ Remodeling UBS on Old Wall St

That was an era before investment banks such as Merrill Lynch & Co. and Goldman Sachs Group Inc. (GS) ramped up borrowing to inflate returns.

TD Ameritrade Weighs Expansion into Asia

He did specify when a decision might be made on overseas expansion but said TD Ameritrade's management and board are now discussing scenarios for use of excess cash.

Morgan Stanley deferring more broker compensation in 2015

Grid levels remain unchanged, but a greater portion of payout will be tied to vesting requirements, company stock

Merrill Lynch 'goals-based' accounts to reach $200 billion milestone

Consultant says the wirehouse's overhaul of its managed accounts platform fits “fiduciary era”

Evercore’s Core Value

Investment banking can be a volatile segment of the economy, especially when the stock market is in a state of turbulence itself.

Barclays Announces Changes to Its Benchmark Fixed Income Indices

Minimum credit rating for Barclays’ flagship WGILB and EGILB indices to be lowered to Baa3/BBB- from A3/A-

Moynihan‘s Appointment Leaves Investors Irate

Bank of America Corp’s (BAC) investors were reportedly left upset after Brian Moynihan, the company’s chief executive, was also appointed chairman.

Inside Wall Street's New Tug of War

The financial crisis did curious things to Wall Street. Firms were gone overnight, once-powerful CEOs were never heard from again, and a whole new regime of power reorganized itself from the chaos.

BNY Mellon China JV gets regulator approval for exit of U.S. partner

Joint ventures between Chinese financial services firms and foreign counterparts have run into trouble recently, with defaults mounting among local partners amid a slowing economy.

Credit Suisse Launches Entrepreneurs Circle To Support African-American Entrepreneurs

The bank has selected 12 members to start the program, which will offer access to bank loans, members of the investment bank’s staff, and an ability to share tips and tactics for growing their business ventures among the membership.

76 Million Households Affected in JPMorgan Chase Bank Breach

JPMorgan Chase has not said how many individual customers or accounts were affected, instead using the number of households, according to The Huffington Post.

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