Managers of Wealth Americas

$500M Barclays Team Goes Indy

Summit's six-member founding team said it partnered with Dynasty Financial Partners for the platform's integrated wealth management services and technology options.

Nasdaq Private Market and Morgan Stanley Wealth Management to Launch Wealth Management Education and Services Initiative

Wealth management services will be offered by MSWM’s Palo Alto Group, led by Mark Curtis and Karen McDonald, a leading financial advisor team focused on the reinvestment of liquidation proceeds from employee stock plans. The Palo Alto Group will wor

Who’s on Your Money Team?

If you want to build and preserve your wealth, you need a money team, too.

Four Tips for Working with Single Family Offices

SFOs outsource certain services

Russian-Armenian Businessman to Start New Finance Management Company

The company will be able to offer its own co-manager in client companies, if the client chooses.

Why Every Philanthropist Should Be Active on Twitter

A good starting point would be for the philanthropist to interact with real people and causes on Twitter.

Wealth Horizon CEO: Robo-advice will push out generalist advisers

Automated advice services are quickly becoming more common with an increasing number of advisers and providers

Bernhardt Wealth Management Once Again Recognized As a Top Investment Advisor

Bernhardt Wealth Management credits their growth and success to their ability to hire

Are You an Expat in the U.S.? Tips for Avoiding Tax and Investment Stumbles

Waiting years or decades to fully report foreign assets is likely to result in large tax penalties and require expensive legal and accounting work to become compliant.

Does Stifel Have an Attrition Problem?

Advisor attrition is high, but the details are what make or break this deal

Custodians try to entice breakaways with substantial perks

More creativity via sweeteners are being used to lure big RIAs

Invest in ‘The Business of Family’ to Keep Kids From Blowing Wealth

Because of her experience in academia, Taylor said she knows all too well the failings of American students in the subject of personal finance.

Wealth management is an industry built on trust

Trust games: Europe’s NextGen HNWI more sceptical than US peers

Fighting Off Barbarians at the Wealth Management Gates

This can be both exciting and terrifying, as incumbent firms will need to adapt to compete with these new entrants while they still own the customer’s assets

Getting Active-Investment Advice to Market Cheaply

Currently, the institutional channel is exploring multi-factor and smart beta investing.

Exclusive: UBS was warned of Puerto Rico loan practices, e-mails show

A UBS AG branch manager in Puerto Rico warned bank officials that brokers for the firm had urged customers to engage in improper loan practices, more than two years before the bank made a US$5.2 million settlement over the matter with the island’s f

Small, Fee-Only Shops Prevail in RIA Space

Turns out only a fraction of the industry’s 11,473 RIAs are dually registered or affiliated with a broker/dealer, according to the 2015 Evolution Revolution, produced by the Investment Advisor Association and compliance solutions firm NRS.

Aberdeen to Acquire Arden Asset Management to Enhance Global Hedge Fund Solutions Capability and Strengthen Alternatives Footprint in the U.S.

This acquisition is in line with Aberdeen's strategy to strengthen and grow its global alternatives platform encompassing multi-manager research and selection across hedge funds, private equity, and property along with direct investments in infrastru

Raymond James Snags $700M FiNet Team

A team that managed more than $700 million in client assets has signed on with Raymond James' independent channel, the firm said.

The answer is always 'yes' for those who serve the wealthy

They are paid to cater to every whim, anticipate every need and handle every detail, all while maintaining the utmost composure.

Wealth and Asset Management