Managers of Wealth Americas

Columbia Pacific Wealth Management announces acquisition

Both firms are Seattle-based comprehensive wealth management platforms

Second Swiss bank reaches deal under U.S. tax program

The program, launched in 2013, allows Swiss banks to avoid prosecution by disclosing cross-border activities that helped U.S. account holders conceal assets and income. Banks already under criminal investigation are excluded from the program.

VisionQuest Wealth Management makes another acquisition

The collaboration between VisionQuest and the Soutiers enhance an already innovative financial services firm

Merrill Lynch Head: There Is Value in Robos

Thiel cited a study that found when individual investors work on their own, their portfolio experiences behavioral drag, because most people have a fundamental inability to buy and sell at the right time.

Wealth Management Team Launches Cribstone Capital Management as an Independent Advisory Firm

Cribstone Capital Management was founded as a regional firm in Maine

Chevy Chase Trust Tops Forbes’ Ranking of Wealth Management Firms

Bethesda-based Chevy Chase Trust has been named the top wealth management firm in the country by Forbes

UBS Wealth Management Americas Partners with Mercer Investments to Expand Manager Research Offering

This relationship will provide the Investment Management Research team within UBS Financial Services with access to Mercer's 9,000 manager research opinions and performance analytics.

Wealth management firm expanding

An Edwardsville-based wealth management firm is breaking ground Tuesday on its second metro-east location

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.

Wealth and Asset Management