Managers of Wealth Americas

As it slims down on the retail side, Citi focuses more attention on Texas' ultra-rich

Connally said customers tend to be business owners, sports team owners, law firm partners, and the like.

Eradicating the pathology of UHNW wealth managers who want brand building without marketing

Still, the principals of this de facto Cabot, Lodge wealth manager were determined to express to prospects that they were in fact better than their competitors in essential ways.

Raymond James Cares Month Continues Firm Tradition of Giving Back

Throughout August, Raymond James financial advisors and associates across the country donated time, money and goods as part of the firm’s fourth annual Raymond James Cares Month. More than 1,400 professionals in 27 states volunteered 3,985 hours for

Family Offices: Boutiques And Big Banks Vie For $46T In Assets

Family office businesses are booming around the globe, largely in response to increased demand from a growing demographic wealthy individuals with at least $1m in investable assets.

Family Office Exchange Celebrates 25 Years

Family Office Exchange, a global membership organization of private family enterprises, their family offices, and key advisors, turns 25 years old this month and will celebrate this milestone achievement at the 2014 FOX Fall Forum to be held in Chicago Oc

Private Wealth Advice in the Social Media Era

If work is done well but no one tweets about it, is it still good?

How ‘best wealth manager’ lists mislead you

Assets under management are largely meaningless in helping you pick a professional

Private Wealth Advice in the Social Media Era

We’ve all heard the question: “If a tree falls in the forest and no one hears it, does it still make a sound?”

RBC Wealth Management closes Miami operation, 155 lose jobs

RBC Wealth Management has closed its international private bank branch in Miami, leading to dozens of layoffs.

How to Service the Mass Affluent while Remaining Profitable

Financial firms are faced with the challenge of not only targeting top-tier wealth, but also capturing the masses in order to remain profitable.

Myth Busting Family Businesses - KPMG

When most people think of a “family business”, their mind instantly turns to some version of a little corner shop, most likely run by a husband and wife. If not that, as there are famous examples of very successful family businesses, then most

LPL Adds Bank Advisors With $1.2B AUM

The StreamSong professionals have a distinguished track record advising wealthy families and individuals, especially business owners that have engaged in selling their businesses and other clients that have undertaken significant wealth transfers.

Too Much Liquidity Forcing Banks Into Wealth Management?

Dick Bove says too much liquidity in the financial system is forcing banks Into wealth management

Washington Wealth Hits $1B AUM With Latest Grab From RBC

Washington Wealth Management now has $1 billion in assets under management after luring two former RBC Wealth Management advisors with $220 million in AUM to its hybrid platform.

Wealth Adviser: When Clients Want to Give It Away

When their nest is empty but the nest egg looks large, clients often get an urge to make big gifts of money to their children.

Morgan Stanley Wealth Management Launches Two Sustainable Investing Portfolios on UMA Platform

These new portfolios Investing with Impact Balanced and Investing with Impact Equity will provide Morgan Stanley Wealth Management clients the opportunity to effectively align their financial goals with their personal values.

Will robots replace executives? - McKinsey

Technology is getting smarter, faster. Are you? Experts including the authors of The Second Machine Age, Erik Brynjolfsson and Andrew McAfee, examine the impact that “thinking” machines may have on top-management roles.

American Expats Left Frustrated as Banks Cut Services Abroad

Americans living abroad are being cut off by banks and brokerages as financial institutions seek to steer clear of a U.S. crackdown on money laundering and tax evasion.

Some Swiss banks are banking on American angst to boost their business

Swiss Banks Pitch Neutrality to Lure Wealthy U.S. Clients

Family offices pledge $300m of impact investments

A group of 11 family offices has committed to invest $300 million in clean energy, infrastructure, agriculture and water.

Wealth and Asset Management