Managers of Wealth Americas

Goldman Sachs Wants to Grow its FA Ranks 30% by 2020

“The world seems to be growing rich people faster than we can grow advisers to cover them,” Blankfein said, according to Business Insider.

The world is minting millionaires quicker than Goldman Sachs can keep up with them — and it's making a fortune off of them

Goldman Sachs' private wealth management business is bustling, adding $17 billion in long-term assets in 2017.

RIA snaps up Millie Capital Management

“Ross’s fiduciary mindset and his commitment to mitigating risk while promoting client success complements our approach to doing business.”

In bitter dispute, Credit Suisse fights class-action suit by former brokers

She further argues that Laver and other litigants in the class-action suit who didn't take the offer to join Wells Fargo aren't owed anything because of the deals they reached with other firms.

The Best Way For Trusts And Estates Lawyers To Source New Wealthy Clients

There are many ways to potentially source high-net-worth clients.

PAM AWARDS: InvestEdge Named Best Reporting Solution

The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually.

PAM AWARDS: Dynasty Financial Partners Wins 2018 Award

The PAM Awards are a much sought-after industry accolade, and Dynasty has now won seven PAM Awards since 2012.

Canaccord Genuity Group Inc. Welcomes the Cash Management Group Led by Andrew Johns to its Canadian Wealth Management Platf

This addition supports the firm's objective of growing assets under management and administration, to enhance the long-term stability of its earnings potential.

Raymond James Rolls Out Tool for Gathering Client Asset Data

Everplans’ primary business is now wealth managers who offer the platform to their clients, and the company already works with more than 50 advice firms, WealthManagement.com writes.

Pam Awards: Key Private Bank Awarded 'Best Private Wealth Manager Overall'

The judges consisted of an independent panel of industry experts, who evaluated a mixture of qualitative and quantitative performance indicators to select the winners.

Will Hunt Named To Century Club At Morgan Stanley Wealth Management

Mr. Hunt, who has been with Morgan Stanley Wealth Management since 2001, is a native of Chattanooga. He holds a bachelor’s degree from University of Louisiana Monroe.

Bank of Nova Scotia Makes a Big Push Into Wealth Management

Scotiabank said it would pay for the 63-year-old, Montreal-based management firm “primarily” by issuing common shares

Sterling Trustees Named One of America's Most Advisor-Friendly Trust Companies

The company is currently administers for more than $3.3 billion worth of client trust assets across 300 trusts and 120 families worldwide.

Wells Fargo Insists Fed’s Growth Ban Won’t Impact its Wealth Management Accounts

And it’s not the growth cap put on Wells Fargo that will impact the company’s wealth management unit, bank analyst Richard Bove of Vertical Group tells the publication.

Rewards and risks of managed account programs

The rise of managed investment accounts in the wealth management industry

An Important Lesson for Trustees: Keep It Simple

Simple portfolios consistently outperform, especially after all fees and realistic return and risk calculations.

Wells Fargo staff ‘shocked and upset’ by scandal

President of asset management arm acknowledges daunting task of regaining client trust

Ultrahigh-net-worth wealth unit of U.S. Bank expands into new region

The new office in La Jolla will serve individuals and multigenerational families "who aspire to make an impact with their wealth," Ascent said.

Equities Might Matter So Much Less For Your Wealthiest Clients

For most affluent families, Desjardins finds that primary residences and vehicles are the most "massive" components of wealth at the beginning stages.

MAI acquires Calfee Financial Advisors's wealth management unit

Marks MAI’s first acquisition of 2018 and expands its presence in Greater Cleveland

Wealth and Asset Management