Managers of Wealth Americas

Merrill Lynch pivots to mildly affluent clients

Their ability to automatically rebalance client portfolios so that they meet investors' risk appetites and goals have likely attracted the affluent

Norwest Equity closes Wealth Enhancement sale

Wealth Enhancement Group has created a differentiated business model that sets itself apart from other wealth management firms within its industry.

Smolin Lupin Announces Plans to Seek Acquisition Opportunities

Financial and accounting services firm seeks to expand New York market share

Bremer Advisors, Bankers Unite to Win Over the Mass-Affluent

As banks struggle with rising regulatory costs and thinner profit margins, they're increasingly boosting efforts to generate more business from existing clients and diversify their revenue streams

Barclays Banker Loses Two Jobs After Leak of Insane Intern Email

Kwan, who was a second-year analyst in Barclays’ Global Power & Utilities group, was let go by the bank on Friday

Stifel Completes Acquisition of Sterne Agee

Stifel Financial Corp. today announced that it has completed the acquisition of Sterne Agee Group, Inc.

Troubleshooting Single-Family Offices

As single-family offices become increasingly institutionalized, many are critically evaluating their operations and performance. Their intent is to eliminate impediments to success as they attain better results while mitigating costs.

ARS Wealth Advisors Among Top 100 Fee-Only Wealth Management Firms in the Nation

With a focus on accessibility and customization, the firm was named No. 32 on CNBC’s annual list

Barclays' US wealth unit changes hands

As of May 31, 2015, Barclays had approximately 180 financial advisors in the U.S.

Smart Beta Critics “Supping on Thin Gruel”

The “futurewealthy”—those with an average net worth of $2.7 million today—prefer to work with a relationship manager

Why Financial Advisors And Insurance Agents Need To Forge Partnerships With Accountants

This is usually the case for all sorts of clients, but its even more fundamental when it comes to high-net-worth clients.

Lightyear Capital Completes Acquisition Of Majority Equity Stake In Wealth Enhancement Group

Lightyear Capital LLC, a private equity firm specializing in financial services investing, today announced that an affiliated investment fund has completed its previously announced acquisition of a majority equity stake in Wealth Enhancement Group

5 Ways to Keep HNW Clients

Many advisors shift their focus to keep high-net-worth clients happy but they can shift too far and lose their value in clients' eyes. They often forget that clients are looking for their unique services.

6 Ways Financial Advisers Are Falling Down On The Job

For its report, Corporate Insight surveyed about 1,000 investors who have financial advisers

How does a financial advisor get on the CNBC Top 100 Wealth Managers list?

The CNBC editorial team presents our second annual list of the Top 100 Fee-Only Wealth Management Firms.

Washington Trust Announces Agreement to Acquire Halsey Associates, Inc.

New Haven Acquisition Expands Washington Trust's Wealth Management New England Presence

Bank Mutual changes name of wealth management arm

Brown Deer-based Bank Mutual has changed the name of its wealth management subsidiary, BancMutual Financial & Insurance Services Inc., to Mutual Financial Group

New Book, "The Aspirational Investor: Taming the Markets to Achieve Your Life's Goals,"

Merrill Lynch Wealth Management Chief Investment Officer Ashvin Chhabra today published a new book, "The Aspirational Investor: Taming the Markets to Achieve Your Life's Goals"

Yerba Buena Financial Partners, LLC launches a Wealth & Estate Plan Second Opinion Service

Yerba Buena Financial Partners, LLC helps Entrepreneurs and Investors uncover opportunities in their personal finances

HighTower Group to Target Athletes, Celebrities

The move comes about six months after Morgan Stanley opened a unit to focus on this client niche

Wealth and Asset Management