Managers of Wealth Americas

US asset managers consider performance fees

The ‘put your money where your mouth is’ approach would be one way to regain trust

Ex-Morgan Stanley executive acquires two broker-dealers, 500 advisers

Doug Ketterer is launching Atria Wealth Solutions with the backing of private equity shop Lee Equity Partners

Wealthy clients failed by direct carriers’ one-size-fits-all approach

It’s because the majority of high net worth clients tend to be with a direct carrier like an Allstate or a State Farm.

$7 Billion RIA Ronald Blue Sold To Thrivent Trust

Until a new name is chosen, the company will continue to be known as Thrivent Trust Company.

Chinese Wealth Manager Plans Branches in Australia and Canada

China is not telling entrepreneurs don’t do anything outside

Why High-Net-Worth Investors Seek Increased Real Estate Allocations

Real estate investing today vs. in past cycles is buoyed by a predictable debt and equity market and transparency.

Bradley and Andrew Barnes Launch Entruity Wealth

For the firm's highest net-worth clients the Entruity team takes an active approach that is more highly levered, with greater risk and the potential for higher returns.

LGT Vestra US Teams Up with NFL'S Jacksonville Jaguars as an Official Founding Partner in the UK

LGT Vestra US was established to meet the growing need from clients with a transatlantic footprint for suitable investment solutions.

CI Financial reports assets under management

CI's average assets under management for the quarter-to-date were $120.6 billion, versus $122.7 billion for the second quarter of 2017.

Raintree Capital launches Raintree Wealth Management

Raintree Wealth Management takes a long-term perspective.

JPMorgan Chase to downsize uks private banking operation

The merger would result in JPMorgan’s wealth management division becoming enjoined with the lender’s EU parent company.

Royal Bank of Canada Looks to the U.S. for its Next Growth Phase

The domestic market has been performing well of late and continues to drive the bank’s performance.

Canaccord Genuity Group Inc. Reports First Quarter Fiscal 2018 Results

The progress we are making to adjust our business mix and increase contributions from our global wealth management businesses is evident in our first quarter results.

PCAOB Announces $1 Million Settlement with PricewaterhouseCoopers for Violations in its Examination and Audit of Merrill Lynch’s Compliance with the SEC Customer Protection Rule

PwC failed to fulfill its obligations during a period when Merrill Lynch exposed billions of dollars of customer assets to claims of its creditors.

Hewins Financial Advisors' Patrice Cresci Emerges in the Top 25 of Forbes' Inaugural List of the Nation's Top Millennial Wealth Advisors

Millennials, defined by Forbes as those born after 1980

Wealth Manager Opens in Tokyo

The company has been granted a license to provide alternative investments and asset management services to accredited investors, with operations expected to commence from a Tokyo location during November 2017.

Wealth management industry reviews compensation (again)

UBS Americas head says cost of hiring too expensive; fees and salaries based around AuM rather than product.

Notre Dame Partners With Girls Who Invest

The school says the number women investment managers in asset management has decreased from 10 percent in 2009 to less than 7 percent today.

Environmental Risk Managers introduce pollution insurance for high net worth clients

Based upon your risk appetite/tolerance, does it make fiscal sense to transfer your environmental liabilities for fractions of a cent on the dollar to the ERMI HNW Pollution Insurance Program

Raymond James posts 3Q profit

The results generated in the quarter were largely attributable to growth of client assets as a result of both net recruiting of financial advisors and market appreciation, strong investment banking revenues, and the positive impact from higher short-term

Wealth and Asset Management