Managers of Wealth Americas

Are financial advisers the new life coaches?

CNBC points out that there’s a difference between financial coaching and counselling.

Banco do Brasil private bankers launch Rio-based wealth manager

The wealth manager has a contract with XP to distribute the products on the broker's platform.

Envestnet goes after the richest investors: Q&A with CEO Jud Bergman

Several software add-ons break down client assets into a single portfolio dashboard, according to an Envestnet spokeswoman.

Atlanta bank makes wealth management push into Dallas

he moves comes as the Dallas-Fort Worth moved into the 10 cities in the world

Why Establish A Virtual Multifamily Office?

Many rich families instead prefer the alternative of using a multifamily office.

CrossleyShear Wealth Management Launches CSsports

New division dedicated to serving the unique financial needs of sports professionals

Former Barclays Boss Bob Diamond Closes on $30M Penthouse

The financial bigwig is the latest millionaire to buy in the high-profile Manhattan building

10 Big Financial Mistakes Wealthy Families Make

There’s no uniform method for handling great wealth, but talk to enough HNW advisors and patterns start to emerge.

Wealth management: The Next Generation

In New York, former Morgan Stanley wealth management head Greg Fleming, now chief executive and co-owner of Rockefeller Capital Management, has a new brokerage licence and is also building strategic advisory.

Women in private banking: Why we need a new normal

Women think differently to men when it comes to running businesses and finances

Private banking architects: James Gorman – the rainmaker of wealth management

He saw it could be a high-margin business and one that offered stability to revenue streams, and he knew how to get there.

Wealth tech firm Spearhead opens new office in Massachusetts

Apart from the new office, Spearhead also has a branch in Florida.

The CEO of Lazard is on the lookout for asset-management deals as headwinds batter the industry

Lazard is eyeing opportunities to acquire other asset managers, CEO Ken Jacobs told Business Insider.

How the 0.1% Lose Their Money, According to Family Offices

And some may be open to getting guidance but then continue doing what they did before, “even though it’s detrimental to their goals and objectives,” Kesmodel tells the news service.

Tax Screw-Ups and People Problems: Experts Reveal Biggest Blunders of Rich Families

There’s no single way to handle massive wealth.

How to Win the War for Talent

How can companies adjust to the new normal in the employment market and come out on top in the war for top talent?

Impact Investing Isn't Just For The Rich - We All Have A Part To Play

Today, pension funds account for about a third of all global assets (some $45trn), according to Willis Towers Watson.

Oppenheimer's Tanner Robinson Named To On Wall Street's Top 25 Regional Broker-Dealer Advisors Under 40

Tanner has made significant contributions to our Firm's success and I'm excited to see how he continues to provide excellent service to our clients."

FAI Lauded with Two 2019 Five Star Wealth Manager Awards

This is the eighth Five Star Wealth Manager award for Ms. Dippel and the fourth for Mr. Stinson.

TwinFocus Expands Global Family Office Solution

First Fully Integrated Multi Family Office Advises on First Significant Insurance Industry Acquisition of 2019, Appoints William Ward as Real Estate Investment Lead

Wealth and Asset Management