Managers of Wealth Americas

Wealth Adviser: Confronting Conflicts Among Broker Teams

Financial advisers and investors now can compare how their net worth and investment styles compare to that of President Obama and his wife.

The Fuoco Group Announces Partnership with Hewins Financial Advisors

TFG's continued growth has also been aided by several mergers and acquisitions

Why Cantor's Wealth Division Is Faltering

It's a really formidable challenge for firms to get into the high-end wealth management market and leverage off their name without a solid strategy," says Brian Hughes, president of Philadelphia consulting firm Hughes Growth Strategies.

Northern Trust to Provide Global Custody for the University System of Maryland Foundation

Northern Trust will provide other services including pooled accounting, endowment reporting and investment performance services.

LPL Financial Expands HNW Push

LPL says it has $27 billion in advisory and brokerage assets in accounts of $5 million or more

Tiger 21 Creates Holding Company

Tiger 21 started in New York City in 1999 and now has organizations in 18 cities in North America

Lovell Minnick completes Mercer sale

Lovell Minnick Partners has completed the sale of its portfolio company

Highly Profitable Practices For Accounting Firms

Wealth management is a practice area some accounting firms have done very well with

RIA Acquirer Focus Financial Starts Share-Buyback Plan

When the offering is completed next month, Focus expects to have returned almost $300 million to its network shareholders since 2013.

Brown Brothers Harriman is shaking up its private-banking business

The 200-year-old partnership offers a sense of stability, and the principals have skin in the game.

Attrition and breakaways have shrunk head counts at wirehouses

Dwindling head count presents one of the biggest threats to the wirehouses as they look to keep pace

Obama could be worth as much as $6.9 million

Obama proposed eliminating those college savings accounts — known as 529 plans

How To Keep Your Finger On Pulse Of World Events To Manage Risk

After nearly 28 years advising clients, Mulvihill has found that they often express curiosity about how global events might impact their investment portfolio.

Bill And Hillary Have Become Persons Of High Net Worth

The financial reports will allow Hillary Clinton’s opponents from both parties to argue

Rockefeller & Co. Invests to Save the Seas

The $19 million Ocean Strategy fund owns companies helping to sustain the globe’s water resources

John Thiel: Learn from the past or lose out in the future

He's taking Merrill away from its traditions and moving toward goals-based management

Finter Bank Zurich to pay $5.4 million in deal with U.S. over tax offenses

Finter Bank Zurich AG has agreed to pay $5.4 million in a deal with the Justice Department to resolve tax-related offenses

Who 'Changed Everything' at Raymond James

Tom James became CEO of Raymond James Financial in 1970, succeeding his father Bob, and held that role until 2010; he remains chairman, and remains highly active on the big-picture level for the company but also in recruiting new reps

LPL Financial Offers to Pay Hybrids to Move Assets …

Independent broker-dealer LPL Financial wants to goose its internal TAMPs — or turnkey asset-management programs — by paying its hybrid affiliates to put assets on them

Linda C. Mack Named One of the 50 Most Influential Women in Private Wealth

Recommendations for inclusions were taken from across the board

Wealth and Asset Management