Managers of Wealth Americas

Creating An Elite Wealth Management Practice

Many financial professionals say they are familiar with private placement life insurance, but only a small percentage of them use it with their wealthy clients.

Wells Fargo Wealth Management Business Could Drive Growth in 2017

Wells Fargo, like its peers, is focusing on gaining market share in the wealth management business.

Serving the Multi-Gen Client

Countless studies show that clients respond best to these types of advisory practices.

BKD Wealth Advisors named to Forbes Top 100 RIA Firms

Firms managing large funds, hedge funds or broker-dealers or having disciplinary disclosures were excluded.

Salem Five Financial acquires Newton financial adviser

For over 20 years, Stumm Financial has worked with high net worth clients on retirement income and estate planning, educational funding and investment management.

The Year in Wealth Management: Fiduciary Rule, Robos and More

News from 2016 on personal finance, retirement planning and investing

Wealth management is growing, and struggling to hire

The parts of the industry that are growing are having trouble finding qualified candidates.

Why high-net-worth investors like a little private equity

With the advent of private equity funds and other products, private equity is no longer the exclusive domain of pensions and ultra-wealthy individuals.

PKF O’Connor Davies publishes new guide to converting hedge funds to family offices

Converting to a family office is a trend that we have been monitoring for some time

As Populists Won 2016 Ballots, World’s Richest Made $237 Billion

The world’s wealthiest people are ending 2016 with $237 billion more than they had at the start

How the world's richest people made $328b in 2016

Pretty remarkable given the start of the year.

Ritholtz Wealth Launches ESG Portfolio: Top Portfolio Products

In other news, TD Ameritrade launches its first mobile app for long-term investors

Raymond James says Nov financial AUM reached $77.8 billion

Client assets under administration reached a record of $608.1 billion, reflecting growth of 20 percent over November 2015 and 1 percent over October 2016.

The rise of the family office venture investor

There also has been a surge in the number of family offices and more sophisticated investors.

Wall Street holiday parties are back...but don't tell anyone

Some investment banks stopped sponsoring corporate holiday parties altogether, advising individual teams to use their own budgets for more intimate gatherings.

Voices 5 megatrends that are reshaping wealth management

This number is projected to increase, spurred by the powerful U.S. economy

IHT Wealth Management and US Wealth Management Announce Partnership and Strategic Transition Plan to Combine Firms

Phased Process to Position Combined Firm for Continued Growth through Enhanced Scale, Resources and Expertise

Pushing that Boulder Up the Mountain

The way to overcome this trap is to provide value to the client

Randomness, Rocks & Wealth

Lisette Cooper ministers to the ultra rich

Old Mutual raises $291m in asset management listing

Old Mutual is currently undergoing a “managed separation”, which will see OMAM, as well as Old Mutual Wealth, Old Mutual Emerging Markets and Nedbank separated

Wealth and Asset Management