Managers of Wealth Americas

Bel Air Investment Advisors opens in CA

The new office will enable Bel Air to better service its expanding portfolio of Bay Area clients and will enhance its commitment to the needs of high net worth clients in Northern California.

Goldman Speciality-Finance Firm Falls in Trading Debut After IPO

The company raised $120 million, selling six million shares at $20 a piece on March 17 after they were offered for as much as $21.

Trouble With Trusts When Transferring Wealth

One only need look at the headlines in the case of Robert Durst to see the importance of this hypothesis.

Atlantic Trust receives national recognition at Family Wealth Report Awards

The Family Wealth Report is a leading trade publication covering news and other developing stories in the North American wealth management, family office and HNW/UHNW sectors.

Wheelhouse Analytics and Envestnet Partner To Launch Envestnet Institute On Campus

Envestnet Institute On Campus Is A Program To Train The Next Generation For A Career in Wealth Management

Wall Street's trillion dollar money managers are under threat from a new breed of low-cost advisers

UBS, Bank of America, and Morgan Stanley stand out in the global wealth management industry, each responsible for handling more than $1 trillion in investors' assets.

First Republic Named Top Private Bank In U.S.

The award is the second in the past two months for First Republic

World Wealth Report Wins Best PR Program Award

The launch showcased key report findings on the growth of the global high net worth population

Raymond James says West Bank is a 'top performer,' again

This is the second consecutive year that Raymond James has named West Bancorporation a top bank.

Managing Hollywood’s Shrinking Wealth

Hollywood is no longer paying what it once did, even though many actors and screenwriters don’t want to believe it.

Market Street Trust Named Multi-Family Office of the Year

Market Street Trust Company, a family office and New York state private trust company, received the award for "Multi-Family Office" of the year at the Family Wealth Report Awards 2015

Is Your Financial Adviser a Fiduciary ... or Just a Douche?

Would you have as much faith in your guidance counselor's recommendation to attend a college if she received a $5,000 kickback from that college for every student she convinced to matriculate?

Cantor & Webb Honored to Receive Tax Advice Award

Judges report that the winner of this award gave a clear illustration of how they manage the complex needs of their international clients, and offered a clear description of their positive interaction with leading authorities in the industry.

RBC recognized with five top honours at the Family Wealth Report Awards

RBC's global strength recognized with awards for top "Canadian Private Bank", "Institutional Trust or Fiduciary Company", "Private Bank - Wealth Structuring Offering", "PR Program" and "Global Custodian&am

Canadian banking veteran Gord Nixon pans IMF plan for oversight

As head of Canada’s largest bank, Gord Nixon had a front-row seat when the global financial system teetered on the brink in 2008,

Cantor Fitzgerald Wealth Partners' Pittsburgh Team Recognized as One of 2015 Top 100 Retirement Plan Advisors

Cantor Fitzgerald Wealth Partners, an affiliate of Cantor Fitzgerald & Co., serves the private wealth market and retirement plan clients.

Chubb Wins Family Wealth Report Award

The Chubb Group of Insurance Companies has received the Insurance Solution award from the Family Wealth Report

The Smart Money Is Getting Smarter

The term smart money many times refers to the wealthy who use their financial resources to generate greater affluence

Robo-adviser frenzy: Apocalypse or rerun?

What tax professionals' experience says about the future for financial advisers

What Really Led to LPL Exec's Exit

Moore, 53, was a financial services veteran who had just completed two years as CEO of LaSalle Bank in Chicago

Wealth and Asset Management