Managers of Wealth Americas

A Shake-Up as the Financial World Infiltrates Philanthropy

Donor-advised funds run by huge money-management firms are exploding.

UBS wants 'super-teams' to draw more assets from the very wealthy

To compete with private banks and legions of other firms jockeying for money from the super-wealthy, brokerage firms tell advisers to work more intensely with the rich

Advisors Focus On Older Millionaires, Female Clients, Report Says

The report, Innovation in Wealth Management Practice, states that firms looking to stay competitive in the post-recession are providing more customized services.

Raymond James hits the Big Apple

They join several independent Raymond James locations already established in the city.

Bitcoin Trust Wins 48,000 Silk Road Bitcoins Auctioned by US Marshals

Bitcoin Investment Trust, an investment fund focused on the digital currency for high net-worth individuals, has won the bidding for 48,000 Bitcoins auctioned last Thursday, Brendan O'Connor, managing director of the SecondMarket exchange, said on Tu

Multi-family office shortlisted for Two PAM Awards

We are delighted to be acknowledged for our overall performance and for our exceptional client service offering

Canadian banks see clearing skies after Caribbean storms

There are opportunities for growth in that market for sure

The Presidio Group Opens Office in Washington, D.C.

Wealth Advisory Veterans Steve Aucamp and Brian Pierson Will Co-Head the New Office

When You Should Fire Your Private Banker

Before bouncing a seemingly unsatisfactory financial advisor, do some soul searching. Sometimes the biggest issue in your relationship could be your expectations.

William Salomon, Who Modernized Family’s Firm, Dies at 100

With Merrill Lynch, Blyth & Co. and Lehman Brothers, the firm formed the so-called Fearsome Foursome, which challenged the underwriting supremacy of Morgan Stanley (MS) and other old-line firms.

Investor visas offer wealthy foreigners fast-track to green cards

Their $1 million bought them and their immediate families the chance to immigrate to the United States

3 Things Family Offices Do Better Than Pension Fund Investors

Where do the super rich go to manage their money? Often times, the needs of wealthy people cannot be met with a financial advisor or bank, thus the creation of the family office – a vehicle reserved to manage the financial and personal affairs of a

The rich women who consider themselves as broke as bag ladies

You might call Cindy a wealthy woman. But she won’t.

Morgan Stanley Launches The Institute of Family Wealth Management

The IFWM is the first-of-its-kind interactive e-learning program that will give Financial Advisors the resources, process and knowledge to transform individual relationships into family relationships.

Lebenthal Asset Management Acquires Atlanta-Based Aurora Investment Counsel

Acquisition Adds $250 Million to the Firm's Total Asset Under Management

Many Financial Advisors Waste Their Money On Coaching

Many financial advisors have embraced coaching for a number of reasons such as having a better work/life balance.

Protecting Privacy In A Divorce

For Celebrity Clients, Professionals and Wealthy individuals, Even Backroom Meetings With Judges Can Become Front Page News.

Carnegie Investment Counsel acquires Florida firm

Cleveland investment manager Carnegie Investment Counsel has launched its first true foray into Florida with the acquisition of Fort Myers-based Haisman Wealth Management.

Glenmede boosts Board of Directors

Fourth Generation of Glenmede Founders to Serve as Company Director

Uber raises another $1.2 billion, pledges to become 'more humble company'

The investment will be based on a 30% discount on Uber's eventual IPO price. An Uber IPO is "likely more than a year off."

Wealth and Asset Management