Managers of Wealth Americas

After record year, Pershing Advisor Solutions expects to add up to $15B in new assets in 2016

The custodian attracted RIAs with $19 billion in AUM in 2015, its best year ever

UBS to Cut Managers at U.S. Wealth Unit, Recruit Fewer Advisers

UBS declined to provide a specific number of cuts.

HighTower Expands to St. Louis with new RIA Team

Archer Wealth Management becomes HighTower St. Louis

UBS plots overhaul of US wealth management arm

UBS Americas President Tom Naratil, who described the shake-up as an effort to reduce costs tied to management overheads, bureaucracy and recruitment.

UBS plots overhaul of US wealth management arm

UBS Americas President Tom Naratil, who described the shake-up as an effort to reduce costs tied to management overheads, bureaucracy and recruitment.

UBS Wealth Management Americas Introduces New Operating Model

New field structure, FA compensation model designed to move decision-making and resources closer to clients, increase advisor retention, and drive organic growth.

Barclays Encore! Program Helps Professionals Re-Enter the Finance Industry

The ten week paid internship program for accepted candidates will begin on September 12, 2016, with an orientation and training program at the onset.

As Growth Hits a Speed Bump, Wealth Managers Seek to Adapt

This sixteenth annual study by BCG outlines the evolution of private wealth from both a global and regional perspective, addresses key industry trends, and explores evolving client needs -- particularly those of underserved,

'I'm done': U.S. wealth managers may call it quits over regulatory load

In recent years, U.S. regulators have taken a much closer look at the way wealth managers invest client money, the types of products they sell and the disclosures they provide. As a result, it has gotten harder for advisers turn a profit working with smal

Merrill grabs adviser with $244M from J.P. Morgan

Barclay has 17 years of experience in the industry, having started at UBS as a sales assistant in 1999, according to Merrill Lynch.

Financial giant buys South Florida wealth management company for $275M

The financial giant bought the local company for $275 million.

Wealth Management Industry Getting Better for Females

Female professionals say the two biggest concerns that need to be addressed to accelerate the trend are an ability to balance the career with motherhood, and a larger number of women in leadership roles.

Lazard Asset Management Launches New Global Multi Asset Fund

The Lazard Multi Asset team was formed in 2007 and manages portfolios for clients across the globe

Brazil bounce could be short-lived, warn Nikko AM duo

Brazil will need to enact reforms to return the country to a sustainable path before losing the confidence of the markets.

Celebrating the gold standard in Canadian wealth management

Over 20 awards were handed out throughout the evening, honouring a diverse array of wealth professionals.

No Waiting For Wealth Management Innovation

The CFA Institute’s newest FinTech Survey suggests many investment professionals may hesitate before adopting new technology.

Hartford Funds Partners with Schroders to Expand Investment Platform

The relationship will involve Hartford Funds adopting 10 of Schroders’ existing US mutual funds, with potential for the partnership to expand over time.

Independent Financial Group Continues Expansion of Wealth Management Platform

As firms demonstrate that they are acting in their clients' best interests, those with variable compensation structures will face challenges.

Bank of America targets wealthiest clients with more advisers

The growth will come from new hires and an internal training program, Banks said. U.S.

The world’s wealthiest countries

The country has been one of the fastest growing countries on the list, according to New World Wealth.

Wealth and Asset Management