Managers of Wealth Americas

Ballentine Partners Opens Florida Office

Ballentine Partners, the Boston-based independent investment and wealth management firm, announced today the firm’s expansion into the Florida market with its new office

Some Merrill Lynch brokers not getting the referrals they had hoped for

Many of the Merrill Lynch full-service brokers who helped kick-start Bank of America’s Merrill Edge service five years ago are not getting the amount of referrals they had hoped for from the online discount brokerage

The Big Four

A Florida art collector was shipping $50 million in artwork from his southern home to New York City for an exhibition when the truck carrying the works broke down on the highway

Bank of the West Wealth Management Group Appoints New Regional Managers

As part of these appointments, the Wealth Management Group divided its West Coast regional structure into two separate regions

Accounting Firm Wealth Management Practices Often Severely Underperform

The wealth management practices of accounting firms have significant structural advantages to their competitors.

How to Bring In HNW Clients' Outside Assets

When high-net-worth clients open accounts with financial advisors, they rarely transfer 100% of their assets to be managed by the newly hired firm.

America's oldest private bank opens new office

here are many business owners and those of substantial wealth who we think could be a terrific fit

Merrill Lynch’s Brokers Want an Edge

Advisers had to give up accounts with less than $250K on promise of more referrals with more money

Family offices manage more than just money for wealthy

Family offices serving billionaires usually have 50 people on staff and multiple teams, including investment groups

How To Prepare Millennials To Be The New Wealth Builders

So, who are these new wealth builders?

Cantella, BNY Mellon Expand Relationship with Private Banking Solutions

I chose Cantella to support my independent RIA in order to get access to innovative solutions such as these.”

Whistleblower Birkenfeld: “I helped Switzerland”

Bradley Birkenfeld, the former UBS employee who helped bring down Swiss banking secrecy, has explained to Swiss public television SRF why he blew the whistle on the bank’s tax evasion violations in the United States.

Tech CU's Wealth Management Division Continues With Record Growth in Investments and Private Banking

The group has seen consistent, record growth, with its last fiscal year (2014) showing a 19 percent increase in Tech Wealth Management's investment assets under management compared to the previous year

Centerville financial planning firm to double in size via acquisition

A small financial planning firm in Centerville plans to double in size this year after buying out two smaller firms, and has more acquisitions planned

Caring for Valuables and Collectibles in the Afterlife

"Who Says You Can’t Take It With You?”

$63 million is 'too much' to leave heir, survey finds

For parents wondering how much is too much to leave their heirs, Merrill Lynch has a suggestion

Here's what UBS's millionaire clients would do differently if they only had five years to live

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Texan CTA firm separates from Morgan Stanley after 18 years

Recent regulatory changes stemming from the financial crisis led Warrington and Morgan to re-evaluate their long standing relationship and to allow Warrington to expand its business outside of the Morgan Stanley Wealth Management network.

Don’t Underestimate the Robos

Some advisers might think, “Sure, ‘robo advisers’ can take customers money and invest it. But they can’t really know those customers well enough to be true fiduciaries.”

Private Equity Wins Interest From The Affluent

Financial advisors are finding that the affluent are increasingly interested in non-traditional investments.

Wealth and Asset Management