Managers of Wealth Americas

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

Brazil extends successful offshore wealth amnesty

Amnesty has been a big fiscal bonus for government in 2016; large inflows have been counterintuitively a net-negative for local AUM.

Wealth Enhancement Group Continues Chicagoland Growth

Purchase of Northbrook-Based Wealth Management Firm with approximately $200 Million in Client Assets is Third Acquisition Announced This Year

Inverness Shortlisted In Three Categories For The Family Wealth Report 2017 Awards

This annual industry award competition highlights the achievements of single- and multi-family offices

BMO Financial Group to step up investments in China

In the short term people would continue to see worrying pressures based on existing trends in the economy.

Wealth Enhancement Group Continues Chicagoland Growth with Acquisition of CLA Financial Advisors

The firm has focused on developing its Chicago region since 2013.

The Ellie Mae Inc Position Increased By The Merriman Weaalth Management LLC

Ellie Mae comprises approximately 1.3% of Merriman Wealth Management LLC’s portfolio

FA Teams, Goals-Based Planning Win HNW Clients

Advisors speaking at the conference also offered tips on dealing with post-election uncertainty, the publication writes.

Profound Changes in the Wealth Advisory Business Require Firms to Embrace a New Approach to Building an Enduring Business

Advisory firms should broaden their appeal to include younger generations of investors, including women

Wealth and Asset Management