Managers of Wealth Americas

Ernst & Young Veteran Joins Fieldpoint Private

He led Ernst & Young's family office practice in Moscow, Russia, as well as serving several years working with a boutique merchant bank in the Middle East.

Four Emerging HNWI Expectations Wealth Managers Must Meet

The results uncovered clear calls to action for wealth managers around four key themes: information delivery, compliance, social responsibility, and innovation.

Bank of America wealth management loses small brokers

The last installment of those bonuses was paid out in the fourth quarter of last year.

Gluskin Sheff Associates Inc. Announces June 30, 2016 Assets Under Management and Performance Fees

Actual outcomes and results may differ materially from those expressed in these forward-looking statements.

BofA Bond-Trading Beats Estimates as Four Main Units Post Gains

The average estimate of analysts surveyed by Bloomberg was 33 cents.

Bank of America profit falls 21% amid wealth-management dip

Net income drops to $4.23bn from $5.13bn year-on-year as firm takes accounting charge

4 Strong Buy JP Morgan Mutual Funds to Invest In

Below we share with you four top-rated JPMorgan mutual funds.

MS: Traditional Asset Managers Are Under Threat As Fees Shrink And Robo Advisors Prowl

These are just two of the headwinds the asset management industry now faces.

J.P. Morgan's global wealth management revenue stalls, advisers and AUM fall

The number of advisers the two units employed also fell appreciably.

Brexit No Big Deal, Says RBC Chief Investment Officer

In the capital outlook commentary, which is currently posted as a video on the RBC Global Asset Management website, Chief Investment Officer Dan Chornous explains that while the vote understandably set off some immediate panic, it is an expected response

Morgan Stanley : Robo-Advisors, A Threat to Wealth Management

Millennials and Generation-X will be more inclined towards the lower cost algorithm-based advice

Global Firm Gives Tips For Surviving Market Volatility

In the current environment, investors should be taking advantage of negative correlations.

PagnatoKarp Partners with Rocaton Investment Advisors

PagnatoKarp's ultra high net worth clients can also access a wider selection of private investments and alternative asset classes, sophisticated equity and fixed income investment strategies and targeted separately managed accounts, SMAs.

UBS will be first major wealth manager to embrace new kind of fund

The unit includes about 7,100 brokers and financial advisers.

UBS Group: Why do Investors Hold Record Cash in their Portfolios?

Investors have been wary of investing in other financial instruments such as stocks, bonds and others.

Alternative Investments Important To HNW Investors

Fifty-four percent of the 163 financial advisors that Artivest surveyed say offering alternatives is important to retaining and attracting high-net-worth investors.

Advisers with $240M in combined AUM join Raymond James

The group will operate as part of Kruse Woods Financial Partners, an independent firm that offers securities through Raymond James' independent broker-dealer.

Asset Managers’ Latest Big Investment: Consultant Relations

Investments firms have doubled down on consultant relations in recent years, ramping up both the quantity and quality of employees responsible for interacting with sector.

UBS loses advisers with $70M in AUM to Wunderlich

The firm's latest hires will staff a new office in Nashville, Tenn., making it Wunderlich's second office in the area. Irene Griffis, a Wunderlich managing director, says the firm is “excited” to have the duo join the firm.

HighTower adds Beverly Hills-based RIA with $500M in assets

Acquisition is fourth in RIA channel since last year and eighth overall in 2016

Wealth and Asset Management