Managers of Wealth Americas

Benefits of lifetime charitable gifts can outweigh bequests, says Atlantic Trust

Aside from achieving tax benefits, lifetime donors can witness the positive impact made possible by their generosity

Family Office Outlook 2015 - Handler Thayer

Taxpayer flight has increased globally at an unprecedented level as families, capital and businesses continue to exit high-tax and socialist countries, states, provinces, territories, cities, etc. in favor of low-tax and no-tax jurisdictions.

Goodbye wealth management, hello financial life management

For professionals working with clients on life and investment choices, it's time for a new category to capture what they do

In Rebranding, United Capital Hopes to Redefine ‘Wealth Management’

Duran said the firm will embark on a multi-million-dollar rebranding of all the firm’s offices and communications

The Ultra-Wealthy Are Increasingly Considering Private Placement Variable Annuities

Thinking longer-term, the affluent are looking for ways to invest while mitigating taxes on their investments. Hence, the growing appeal of private placement variable annuities.

Reid Abedeen Wins Five Star Wealth Manager Award

Investment advisor Reid Abedeen, a partner at Safeguard Investment Advisory Group, LLC, won this year's Five Star Wealth Manager award for the Los Angeles region.

RBC Global Asset Management Now Provides Investors With PFIC Reporting Statements For 2014 Tax Year

These statements are available on more than 70 RBC Funds

US Broker Swoops For Charles Stanley Division

One of the London Stock Exchange 's oldest companies is close to offloading its securities arm

RBC’s David McKay Gets $5.94 Million for First Year as CEO

McKay’s pension value was C$5.23 million for 2014, due to a one-time compensation change when he became president and CEO, the Toronto-based bank said.

Behavioral Finance in the Private Bank

The first, a liquidity portfolio, insulates a wealth creator’s immediate cash flow needs for three to five years holding, say, cash and short-term muni bonds.

Wealth Management Madness 2015: Round 1 Recap

The closest contest came in the Establishment region, where last year’s champion, the CEO of UBS Group Americas Bob McCann, barely squeaked by Merrill Lynch Wealth Management top dog John Thiel; McCann won by just nine votes and now has to face Well

Boomers mimic Warren Buffett when it comes to inheritances

Boomers are less likely than any other generation to pass on a large inheritance.

Schwab raises eyebrows, new issues with robo-investment tool

The minimum investment is $5,000

BNY Mellon hires from BofA to boost U.S. wealth management business

He has previously been senior investment strategist at Julius Baer Investment Management and chief investment strategist for JP Morgan's Global Private Bank.

Is Art an Asset Class?

Art is one of the great ways to understand humanity

Watch That Free Money for IRA Rollovers

Back in the day, you could walk into a bank to open a new account and walk out with a free toaster

RCM Alternatives and Attain Capital Management to join forces

Both Chicago-based companies specialise in pairing high net-worth individuals, investment advisors, and institutional investors with commodity-focused managed futures investments through separately managed accounts and private funds.

Want to Build Lasting Client Relationships? Be a 'Sticky Hub'

Sticky is bad when it’s on the bottom of your shoe, but priceless when it comes to building lasting relationships.

What Advisors Need to Know About the New Age of Marketing

Creating a lasting and impressive digital experience for investors means more than showing up in search results with a shiny new website

Wealth management firm acquires webster groves investment firm

926’s President Charles Meyer and associate Elizabeth Thomas will retain their Webster Grove office now under the Plancorp name.

Wealth and Asset Management