Managers of Wealth Americas

BMO Asset Management Inc. Announces Cash Distributions for BMO Exchange Traded Funds

Unitholders of record of the BMO ETFs at the close of business on August 28, 2015 will receive cash distributions payable on September 4, 2015.

Newly-Formed Wealth Management Boutique Hits the Ground Running

Led by Advisors Daniela Pedley and Lauren Cosulich, New Summit Trail Team Will Be Based in San Francisco and Boston

Advisors Turn To Tax-Free Munis As Rate Hikes Loom

Most every government issuer's situation is unique these days

Morgan Stanley wealth management focussing on most-profitable clients for international business

The wealth management business will focus on accounts with at least $500,000 of assets, the person added.

$500M Barclays Team Goes Indy

Summit's six-member founding team said it partnered with Dynasty Financial Partners for the platform's integrated wealth management services and technology options.

Nasdaq Private Market and Morgan Stanley Wealth Management to Launch Wealth Management Education and Services Initiative

Wealth management services will be offered by MSWM’s Palo Alto Group, led by Mark Curtis and Karen McDonald, a leading financial advisor team focused on the reinvestment of liquidation proceeds from employee stock plans. The Palo Alto Group will wor

Who’s on Your Money Team?

If you want to build and preserve your wealth, you need a money team, too.

Four Tips for Working with Single Family Offices

SFOs outsource certain services

Russian-Armenian Businessman to Start New Finance Management Company

The company will be able to offer its own co-manager in client companies, if the client chooses.

Why Every Philanthropist Should Be Active on Twitter

A good starting point would be for the philanthropist to interact with real people and causes on Twitter.

Wealth Horizon CEO: Robo-advice will push out generalist advisers

Automated advice services are quickly becoming more common with an increasing number of advisers and providers

Bernhardt Wealth Management Once Again Recognized As a Top Investment Advisor

Bernhardt Wealth Management credits their growth and success to their ability to hire

Are You an Expat in the U.S.? Tips for Avoiding Tax and Investment Stumbles

Waiting years or decades to fully report foreign assets is likely to result in large tax penalties and require expensive legal and accounting work to become compliant.

Does Stifel Have an Attrition Problem?

Advisor attrition is high, but the details are what make or break this deal

Custodians try to entice breakaways with substantial perks

More creativity via sweeteners are being used to lure big RIAs

Invest in ‘The Business of Family’ to Keep Kids From Blowing Wealth

Because of her experience in academia, Taylor said she knows all too well the failings of American students in the subject of personal finance.

Wealth management is an industry built on trust

Trust games: Europe’s NextGen HNWI more sceptical than US peers

Fighting Off Barbarians at the Wealth Management Gates

This can be both exciting and terrifying, as incumbent firms will need to adapt to compete with these new entrants while they still own the customer’s assets

Getting Active-Investment Advice to Market Cheaply

Currently, the institutional channel is exploring multi-factor and smart beta investing.

Exclusive: UBS was warned of Puerto Rico loan practices, e-mails show

A UBS AG branch manager in Puerto Rico warned bank officials that brokers for the firm had urged customers to engage in improper loan practices, more than two years before the bank made a US$5.2 million settlement over the matter with the island’s f

Wealth and Asset Management