Managers of Wealth Americas

AllianceBernstein CEO: “We Want to Grow Private Wealth Channel”

The firm, which is controlled by French insurer AXA, does not report its total number of wealth advisors.

Proteus Wins "Best Family Office New Innovation" at PAM Awards

Proteus' private investment platform, a testament to the Firm's commitment to usher in, "the future of investing in alternative assets," offers investors a complete private investment solution, providing pre-approved investment opportu

Family Offices Disrupting Traditional Investment Models

Advisors to wealthy families need a broader range of skills as the rich increasingly pass over limited partnerships and fund managers in favor of direct investments.

PAM Awards: Mercer Advisors Recognized as the Best Private Wealth Manager for Client Service

Industry leading RIA firm wins the prestigious Private Asset Management (PAM) Award for the third year in a row

Defining the Future of Wealth Management Study Reveals Challenges and Opportunities for the Profession

“Defining the Future of Wealth Management 2020” Study findings explore knowledge needed by professionals to deliver the highest level of wealth management advice and results.

BNY Mellon launches sustainable version of real return fund

The BNY Mellon Global Real Return fund is co-managed by Hitchins, Andrew Warwick and A-rated Aron Pataki.

A Tale of Tail Risks

The U.S. economy has been resilient in the face of uncertainty, but risks are growing.

Forbes Recognizes Top Wealth Advisor

“I am thrilled that our culture of dedication and boutique-level service has been recognized by Forbes.”

Frontier acquires $180 million Highwater Wealth

The deal provides a second Denver location for the Kansas City, Mo.-based RIA

UBS Private Wealth Advisors Lance Cholet and Reed Fawley Earn Certified Exit Planning Advisor (CEPA) Designation

Both join prestigious, international community of business advisors that are members of the Exit Planning Institute

Millennials started saving earlier than other generations, but they still have less wealth than their parents did at their age

Many of these millennials, according to the survey, have a good chunk of money tucked away.

Fieldpoint Private Again a Winner at the Private Asset Management Awards

The award marks the firm’s third such win in the last five years.

JPMorgan Chase Goes Old School to Find Growth

Focusing on brick-and-mortar branches has been a smart move despite the decline of retail banking.

Tech-Enabled Private Wealth Manager Launches for High Net Worth Investors

Almost all financial advisors charge assets under management (AUM) fees, in which clients pay a percentage of their assets to their advisor every year.

UBS Advisor Conley Thornhill Named to Forbes Best-in-State Wealth Advisors List

Thornhill, who has over 39 years of experience in the financial services industry, has earned the designation of CFP and CIMA.

Wealth Management Update February 2020

The low Section 7520 rate and AFRs continue to present potentially rewarding opportunities to fund GRATs in February with depressed assets that are expected to perform better in the coming years.

Canaccord Genuity Group Inc. Reports Third Quarter Fiscal 2020 Results

Excluding significant items, third quarter earnings per common share of $0.23 (1)

Reshaping wealth management - Five big trends for 2020

Transparency might be seen as an industry reaction to the global financial crisis.

Private Banking and Wealth Management Survey 2020

UBS Global Wealth Management retains the top spot; JPMorgan is a standout, too.

Wells Lures $3-Mln UBS Advisor in Connecticut

A UBS spokeswoman did not respond to a request for comment.

Wealth and Asset Management