Managers of Wealth Americas

HighTower adds Beverly Hills-based RIA with $500M in assets

Acquisition is fourth in RIA channel since last year and eighth overall in 2016

Goldman Sachs Executives Told To Cut Travel Budgets

Employees told, “No new business, don’t go.”

Investment Managers Must Embrace Technological Innovation or Risk Being Displaced, Warns SEI

Paper Urges Industry Participants to Pursue Opportunities Arising From "Five Transformative Trends"

CARRET Private Investments (Asia) Limited Announces the Merger of Its Private Wealth Management Business with QL Asset Management Company Limited

Philip Carret is a Wall Street icon and investment legend who pioneered the concept of value investing

Paul Singer May Be Trump's Harshest Billionaire Critic Yet

Singer, a hedge fund billionaire and frequent Republican donor.

Janus buys stake in ex-Pimco manager’s new fund

Investment group backs Vineer Bhansali’s hedge fund

J.P. Morgan’s Brexit Ace Up Its Sleeve: Tony Blair

When it comes to U.S.-U.K. relations, J.P. Morgan Chase has its own special relationship

David P. Little of Little & Associates Wealth Management Wins Five Star Wealth Manager Award for 2016

Five Star Professional partnered with Texas Monthly to recognize a select group of Dallas/Fort Worth-area wealth managers who provide quality services to their clients. David P. Little is featured, along with other award winners, in a special section of t

William Riley of Riley Wealth Management Joins CONCERT Wealth Management

Having CONCERT manage the back office and a technology platform frees up resources and enables Riley to focus on growth and acquisitions.

Chicago's PrivateBancorp to be sold to Toronto-based CIBC for $3.8 billion

A name change, however, isn't being ruled out.

Echelon Partners Named Finalist for the 2016 WealthManagement.com Industry Awards

The Equity Glide Path Program is a financial analysis framework designed to implement a schedule of ownership within an advisory firm.

BNY Mellon Launches Real-Time Delivery of Daily Net Asset Values And Dividend Accrual Rates for Mutual Funds

The technology conveys information more quickly than the batch transmission technology it replaced.

One of Canada's Biggest Banks Is Buying Chicago's PrivateBancorp

The transaction will significantly expand CIBC's reach in North America, and enable PrivateBancorp to continue building on its record of growth and client service under the leadership of its current management team.

Swiss private bank to open first US office

Only representative office in the U.S.

Asia Pacific is region to catch for wealth growth

The report also found that only 32% of global HNW wealth is currently being managed by individual wealth managers, representing a challenge and an opportunity for firms to consolidate assets.

With the Opening of a New Office in Dallas, Texas, Atlantic Trust Grows to 14 Offices Nationally

Managing Director John W. Winslow, CFA, will serve as head of the Dallas office.

Cohen’s Point72 to relocate New York offices to 55 Hudson Yards

Additionally, Point72 anticipates hiring more New York staff.

Deutsche Asset Management Adds Fourth Fund to Comprehensive Factor ETF Suite

The new fund seeks to track the Russell 2000 Comprehensive Factor Index.

Ruggie Wealth Management Named to Financial Times 300 Top Registered Investment Advisers

More than 1,500 pre-screened RIA firms were invited to apply for consideration

UBS to Sell U.S. Wealth Management Unit?

And UBS' stockbrokers in the U.S. cater to clients who would typically be thought of as retail elsewhere in the world.

Wealth and Asset Management