Managers of Wealth Americas

Wells Fargo Wealth Unit Women Allege Gender Bias

Other senior positions in wealth management that are held by women lack prestige and responsibility because they don’t involve earning money for the firm

New Report Reveals World’s Ultra Wealthy Population Growing at Nearly Four Times the Rate of Previous Year

This is a sharp acceleration from 2016, which saw only 3.5% growth of this population, reflecting more favorable conditions for wealth creation, despite volatile geopolitics.

Banking in Paradise: the rise of offshore's next major hub

The Caribbean’s breadth of experience with tailor-made wealth solutions is another trait attracting investors to its shores.

Elios Financial Group Announces New Partnership with Custodian TD Ameritrade Institutional

"These new partnerships with TD Ameritrade and PCS have the firm well-positioned to enter the next evolution of our business growth and truly embrace the role of our company as a fiduciary looking after our clients' best interest."

Wells Fargo to restructure wealth management business

No final decisions have been made because that work continues

Live Oak Bank Launches Live Oak Private Wealth

As part of the Live Oak family of companies, Live Oak Private Wealth leverages technology, innovation and a state-of-the-art client experience to give this generation and the next tailored solutions to support and advance their objectives.

Stratos Wealth Network adds USD1bn in client assets

Fast-Growing Group Hits $7.7 Billion in AUA and $5.6 Billion in Brokerage with Recruitment of Four Independent Practices to Platform

Stronger Dollar Helps Morgan Stanley Surpass UBS As World's Second-Largest Wealth Manager

While UBS also has a sizable presence in the U.S., the two Swiss banks garner a significant share of the European wealth management industry.

Henry Arnhold, Patriarch of a Storied Banking Family, Dies at 96

He was also a philanthropist who funded scholarships at the New School

Wells Fargo’s FiNet Repositions After Sales Practices Scandal

The person who oversaw those operations, Charles Cornett, left Wells Fargo a year ago and currently serves as the director of business development for BNY Mellon’s Pershing Advisor Solutions, ThinkAdvisor writes.

AFAM Capital Joins Kovitz Investment Group

Focus-supported merger expands capabilities and geography of combined firms

UBS: Compensation Changes to Remain

UBS last year changed the way it pays its U.S.-based advisors on retirement accounts.

Jason Burkey-Skye Named Regional Managing Director for Ascent Private Capital Management of U.S. Bank in Denver

Burkey-Skye has more than 13 years of experience in the wealth management industry, all served with U.S. Bank.

Julius Baer Probes Venezuela Affair

The private banker helped rinse as much as $1.2 billion of funds from state-backed oil firm PDVSA, as finews.com reported last week. German-born Krull was snapped up by officials in July in Miami, and agreed to cooperate with U.S. justice officials last w

Wealth and Asset Management