Managers of Wealth Americas

Lido Advisors Merges with Ken Stern & Associates

Two California wealth management practices have joined to form an RIA with $3.7 billion in assets, the companies say

Artivest expands alternative investment platform

New offerings embody Artivest's long-term commitment to advising and partnering with its array of clients at every stage along the alternative fund lifecycle.

Investment Management: Entering Choppier And Shallower Waters

The underpinning assumption was that if you didn’t work on Wall Street, you needed to buy products from a manager who had wise advice and valuable insight.

Opal Wealth Advisors Launches In New York

Longtime Partners Pair Financial Planning with Professional Development to Help Clients Achieve True Financial Freedom

Raymond James Beats Estimates as Private Client Sales Jump 10%

The firm has 7,815 advisors, which is up two from the prior quarter and 278 from a year earlier.

Stifel nabs $1B Merrill Lynch team for new branch

Stifel is going big in the Lone Star state.

UBS pins future hopes on wooing ultra-rich Americans

UBS, the world’s biggest wealth manager, merged its US and international private banking teams a year ago and recently unveiled bold plans to reconnect with American millionaires.

JP Morgan Global Alternatives Outlook

As growth slows and risks rise, investors should expect the unexpected

Value proposition insights for the single-family office

Insights from executives

4 Win Markowitz Award for Wealth Management Goals Paper

Winners got $10,000 Harry M. Markowitz Award for their paper, "A New Approach to Goals-Based Wealth Management."

Prime Capital Investment Advisors Acquires RIA

The new company will be called Longer Financial and will operate as an affiliate of PCIA, TBP writes.

LPL Financial Welcomes CKW Wealth Management

The firm reported that its advisors served approximately $175 million of client brokerage and advisory assets*. The firm joins from 1st Global.

What Do Banks Believe Family Offices Should Focus On?

Two key performance enablers that demand attention within the family office space are agility and purpose, both proving to be highly effective ingredients of successful management culture.

David Bach Shortlisted for 'Women in Wealth Advocate of the Year'

AE Wealth Management's Co-Founder and Director of Advisor & Investor Education Continues to Work with Firm to Empower Women to 'Finish Rich' Before and During Retirement

BMO creates BMO Private Wealth Canada and Asia

Private banking and full-service brokerage unite

Caye International Bank Named as One of World's Best Private Banks

The award recognizes the bank's extraordinary customer-service model and the high quality of professional services it provides to its international client base.

SSGA to evaluate culture of investee companies

The asset manager's focus follows a warning from Willis Towers Watson that measuring corporate culture is notoriously difficult

Raymond G. Perelman, master investor and philanthropist, dies at 101

He also became one of the Philadelphia region’s greatest philanthropists, leaving his mark at Penn and beyond.

2019 Outlook: Managing your clients through times of market turmoil

A good client relationship will outlive bad market performance

Chinese growth is more of a concern than the American economy right now, private bank says

As for how markets will react to the continued trade war gyrations, Brill said to expect more "swings."

Wealth and Asset Management