Managers of Wealth Americas

UBS Plans Miami Office to Work With Latin American Wealth Firms

New office to provide services for third-party wealth advisers

Multimillion-dollar UBS Broker in Calif. Goes Independent with Wells

Wells Fargo Advisors has been actively recruiting into its employee and independent channels, offering Street-high deals to both brokers and recruiters, in a continuing effort to replenish a sales force that has declined by more than 1,300 since its paren

A Swiss Bank Is Selling Rich Clients an Exotic U.S. Election Bet

Structured products may strike many as an obscure way to play the election cliffhanger

Advisors who fail to embrace professionalism this decade do so at their peril

At the same time, it opened many investors’ eyes to the cost of financial advice – and the impact of that cost on their total returns.

Foreign managers see new opportunity from Chinese banks

The first foreign manager tie-ups with local banks for the new segment were announced in December

Global Market Insights - WHIreland Wealth Management

Inevitably, not all assets provided such positive returns.

Revealed: The winners of Citywire's US Offshore Awards

It’s now time to reveal the winners.

Envestnet Acquires Minority Stake In Dynasty To Launch Advisor Service

The Advisor Services Exchange, set to launch later this year, will provide Envestnet clients with the ability to leverage value-added services currently available to Dynasty network firms, such as access to growth capital, business management tools, marke

The outlook for Latin America: An 'asset management revolution'?

AUM forecast to double by 2025

Mercer Acquires Another Wealth Management Practice

The company now has around 400 employees overseeing more than $18 billion from 47 offices around the country.

Private Wealth Systems Selected as a Finalist for Global FinTech Challenge

Selection was based on Private Wealth Systems' revolutionary approach to eliminating friction of information and action across private finance

JPMorgan Is On a Hiring Binge

Recruiters, however, don’t think Chase’s hiring spree is siphoning away the FAs whom the traditional brokerages, independents, regionals, and major wirehouses, want to recruit.

Goldman Creates New Consumer & Wealth Sector

Under the new reporting structure, the investment management division has been renamed asset management and will exclude wealth management and most lending revenue.

Opportunities Abound Within The Family Office Space

Family offices can also enjoy a greater level of autonomy and independence when it comes to investment decisions

The 7 Biggest Threats Facing High Net Worth Families Today

From computer hackers to resentful relatives, more money can mean more problems. The good news: You can do something about it.

Fiduciary Trust Company International to Acquire Athena Capital Advisors in Merger Deal

Franklin Templeton Subsidiary Extends Presence into New England with $6 Billion U.S. Wealth Manager

EP Wealth Advisors acquires Guidant Wealth Advisors

Patzke and the entire Guidant team will assume roles at EP Wealth, and look forward to the new partnership.

Private equity's talent challenge: Keeping it out of the family

Family offices have been poaching private equity talent by tweaking their compensation plans.

Twenty Four Wealth Management joins LPL

“We encourage clients to run their finances like a business focused on three important cornerstones: their vision, values and goals."

FourThought Private Wealth Launches as a RIA

Firm Based in Venice, Florida Serving Sarasota County Offers Planning-Centered Investment Approach

Wealth and Asset Management