Managers of Wealth Americas

David Silfen, Goldman’s Former Equities Co-Head, Dies at 69

In his new role, Silfen was instrumental in building the firm’s equities derivatives business

Stifel Completes Acquisition Of Barclays Wealth And Investment Management, Americas

Through the combination of the depth of Barclays’ franchise and the breadth of Stifel’s product offerings, we are creating a premier wealth management platform.

Why a German billionaire says that pledges like Mark Zuckerberg’s are really bad

Private spending on social welfare in the United States is four times the average in advanced economies

Super-wealthy could get their own social network, courtesy of Credit Suisse

In October, the Swiss-based bank said that it would close its U.S.-based private equity operations

Raymond James to Acquire the US Private Client Services Unit of Deutsche Asset and Wealth Management

“Consistent with our growth strategy, this well-respected unit meets our highly selective parameters for cultural and strategic fit, ability to integrate and value,” said Raymond James CEO Paul C. Reilly. “

Canada's banking bet on the world's 1%: Don Pittis

Whether they realize it or not, Canadian pensioners are taking a stake in the world's rich

Morgan Stanley is pulling a surprise move -- and Wall Street loves it

Few investors expected the firm to aggressively restructure its FICC division, according to Hawken.

Northern Trust Enhances Global Brokerage Capabilities

Strengthens global trading and transition management services

U.S. High Net Worth Individual Wealth Grew by More Than a Trillion Dollars in 2014

Millennials Signal Disruption for U.S. Wealth Industry With Greater Demand for Automated Robo-Advisors

U.S. Bancorp Turns to Robos to Boost Wealth-Management Assets

U.S. Bancorp’s wealth-management unit has dragged behind its competitors.

Administration of Trusts And Estates in the Digital Age

The Revised UFADAA provides a compromise solution between fiduciaries and internet service providers

Deutsche Asset & Wealth Management Changes the Underlying Index of Deutsche X-trackers MSCI All China Equity ETF

China is the world’s second largest economy and its equity market has become increasingly accessible for international institutional investors

LTCM founding partner targets HNWs in robo push

The fund is a globally diversified multi-asset fund, which uses passives to implement its rule-based dynamic asset allocation strategy, and carries an annual management charge of 0.12%.

Head of U.S. Bank Aims to Beat Rivals in the Wealth Game

Mark Jordahl, president of U.S. Bank Wealth Mangement, leads a new robo-advisors initiative.

Global private banking: Head to head with America

GS, MS and JPM have all arrived on the global map. Are the traditional private banks ready for the challenge?

Youth is not wasted on the Young

And across wealthy families, with Withers, we’ve found the secret to a successful transfer of wealth in families is to develop emotional and practical connections between the generations, particularly the more recent ones, to the original source of

Ultra-Wealthy Boost Investments in 3 Areas, Cut Back in 3: Tiger 21

Cash allocations fell to their lowest level since 2008, the high-net-worth investing club reported

When Should Investors Switch from Robo-Advisors to Humans?

As your financial situation becomes more complex, a robot won't be able to answer your questions.

Four questions hybrid advisers should ask their asset management platform

As seismic shifts continue to roil the TAMP world, now is a good time to reevaluate and make sure you're getting all you can or should

Financial Gravity: How To Talk To Your Kids About Money

This is the familiar ostrich approach of sticking your head in the sand and hoping that the problem goes away.

Wealth and Asset Management