Managers of Wealth Americas

Citi Launches Private Client Solutions Group For RIAs

They serve private client, family offices, broker/dealers and wealth managers with a specific focus on RIAs.

Ron Carson reveals friction with LPL led to move to Cetera

He ultimately lost faith in the ability of LPL to provide the technology and services he needed to move his firm into the future.

Beware the Hedge-Fund Wipeout in Treasuries as Bearish Bets Soar

What will happen, especially in the era of Donald Trump, is anyone’s guess.

Rituals, Role Models And Investing In Cannabis

He's got unbelievably smart people, they have an information advantage on the market.

Marijuana News Roundup: Biggest US Banks Are in the Cannabis Business

The accepted wisdom is that big banks do not do business with cannabis businesses

Fleeting nature of M&A banking success

Even the biggest banks are struggling to maintain their grip on dealmaking fees

American carnage? Tim Price

“Every decision on trade, on taxes, on immigration, on foreign affairs will be made to benefit American workers and American families.”

This fund manager is finding profits in the wreckage of corporate Europe

David Marcus’ deep-value approach has helped the Evermore Global Value Fund almost double the returns of a global index

According to Forbes - Mason is the 11th Fastest Growing RIA Firm Between 2006 and 2016

Mason nearly tripled their assets under management during Forbes study period with growth from $1.30 billion to $4.81 billion

The Key Business Trends in the Advisory Business

The stockbrokers who worked for this particular firm adored the man.

Morning Coffee: U.S. investment banks are increasing their dominance. Hedge funds getting squeezed over expenses

Brexit is quickly turning into a slowly unfolding train wreck for investment banks in the City.

BankThink Women in banking: Pay equality trouble at JPMorgan; Maria Vullo slams OCC fintech charter

The Labor Department asked an internal administrative judge to cancel JPM’s government contracts and prevent the bank from entering future federal contracts if it doesn't provide relief.

Change Is The Constant In Modern Wealth Management

Ms. Sexton received a B.A. in Mathematics and Economics from Boston University, and earned her C.F.A. charter in 2001.

Former Lehman CEO Fuld Emerges as Backer of Wealth-Advisory Firm

A former Lehman money-management unit that oversaw about $255 billion at the end of September.

Banks face talent crisis amid mounting costs of employee turnover

It also warned about the potential for a future leadership crisis in the banking sector.

Ex-Visium fund manager identifies insider trading

The Centers for Medicare and Medicaid Services about a cut to Medicare reimbursement rates for some home health services.

Top U.S. bank executives optimistic heading into 2017

On the flip side, the earnings of Wells Fargo & Co, which also reported on Friday, were hurt by the fallout of a sales scandal and a loss related to accounting, both of which are particular to the San Francisco-based lender.

Citi Launches Private Client Solutions Group for RIAs

In an effort to deliver access to the their institutional platform, Citi created this custom products and solutions group for retail advisors.

Oxfam’s ‘rich list’ includes some of the most generous men on earth on earth

This wealth concentration is up from last year, Oxfam says, when the charity’s researchers said that the top 62 billionaires were worth the same as poorest half the world.

Why this Wall Street powerhouse says women shouldn’t try to be like men at work

Years later, she is still the candid, direct speaker she was then, even if her subject has changed, from which stocks to buy or avoid to what women can do to improve their careers and their investment portfolios.

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