Managers of Wealth Americas

TD Ameritrade moves upmarket to millionaires

The decision could make TD Ameritrade more competitive with the growing host of large brokerage firms

Morgan Stanley adds more banking services for wealth clients

The new banking products are just the latest step in Morgan Stanley's effort to make wealth clients more reliant on financial advisers - not just for investments, but for loans and other financial needs.

High-profile broker Buck faces rash of complaints

Merrill Lynch terminated Buck, 61, on March 4 citing its "loss of confidence" in him after 34 years with the firm.

UBS Makes Case for Borrowing as an Investment Strategy

The wealth management firm cautions investors must use leverage for balance sheet diversification rather than to amp up returns

Merrill Lynch pivots to mildly affluent clients

Their ability to automatically rebalance client portfolios so that they meet investors' risk appetites and goals have likely attracted the affluent

Norwest Equity closes Wealth Enhancement sale

Wealth Enhancement Group has created a differentiated business model that sets itself apart from other wealth management firms within its industry.

Smolin Lupin Announces Plans to Seek Acquisition Opportunities

Financial and accounting services firm seeks to expand New York market share

Bremer Advisors, Bankers Unite to Win Over the Mass-Affluent

As banks struggle with rising regulatory costs and thinner profit margins, they're increasingly boosting efforts to generate more business from existing clients and diversify their revenue streams

Barclays Banker Loses Two Jobs After Leak of Insane Intern Email

Kwan, who was a second-year analyst in Barclays’ Global Power & Utilities group, was let go by the bank on Friday

Stifel Completes Acquisition of Sterne Agee

Stifel Financial Corp. today announced that it has completed the acquisition of Sterne Agee Group, Inc.

Troubleshooting Single-Family Offices

As single-family offices become increasingly institutionalized, many are critically evaluating their operations and performance. Their intent is to eliminate impediments to success as they attain better results while mitigating costs.

ARS Wealth Advisors Among Top 100 Fee-Only Wealth Management Firms in the Nation

With a focus on accessibility and customization, the firm was named No. 32 on CNBC’s annual list

Barclays' US wealth unit changes hands

As of May 31, 2015, Barclays had approximately 180 financial advisors in the U.S.

Smart Beta Critics “Supping on Thin Gruel”

The “futurewealthy”—those with an average net worth of $2.7 million today—prefer to work with a relationship manager

Why Financial Advisors And Insurance Agents Need To Forge Partnerships With Accountants

This is usually the case for all sorts of clients, but its even more fundamental when it comes to high-net-worth clients.

Lightyear Capital Completes Acquisition Of Majority Equity Stake In Wealth Enhancement Group

Lightyear Capital LLC, a private equity firm specializing in financial services investing, today announced that an affiliated investment fund has completed its previously announced acquisition of a majority equity stake in Wealth Enhancement Group

5 Ways to Keep HNW Clients

Many advisors shift their focus to keep high-net-worth clients happy but they can shift too far and lose their value in clients' eyes. They often forget that clients are looking for their unique services.

6 Ways Financial Advisers Are Falling Down On The Job

For its report, Corporate Insight surveyed about 1,000 investors who have financial advisers

How does a financial advisor get on the CNBC Top 100 Wealth Managers list?

The CNBC editorial team presents our second annual list of the Top 100 Fee-Only Wealth Management Firms.

Washington Trust Announces Agreement to Acquire Halsey Associates, Inc.

New Haven Acquisition Expands Washington Trust's Wealth Management New England Presence

Wealth and Asset Management