Managers of Wealth Americas

Chubb Wins Family Wealth Report Award

The Chubb Group of Insurance Companies has received the Insurance Solution award from the Family Wealth Report

The Smart Money Is Getting Smarter

The term smart money many times refers to the wealthy who use their financial resources to generate greater affluence

Robo-adviser frenzy: Apocalypse or rerun?

What tax professionals' experience says about the future for financial advisers

What Really Led to LPL Exec's Exit

Moore, 53, was a financial services veteran who had just completed two years as CEO of LaSalle Bank in Chicago

What Millennials Look for in a Wealth Advisor

Executive Director Amy Hart Clyne to Examine How to Engage the Client of the Future

Women in leadership: Two Portland opportunities to learn from a former Wall St. powerhouse

Sallie Krawcheck left a powerful position on Wall Street to become a champion for women in business

What Affluent Investors Know About Wealth Management bY Kent McDill

Most wealthy investors believe they know what wealth management services are, but they do not agree amongst themselves on all facets of the service.

Bank of the West Opens Full Service Wealth Management & Banking Center

Bank of the West is committed to southern California and the Indian Wells community

The Single-Family Office Evolution

“Outsourcing family office services can actually increase control for clients by allowing greater customization in creating the family wealth plan. Ultra-wealthy inheritors are even more likely to be personally involved in shaping the structure of t

Benefits of lifetime charitable gifts can outweigh bequests, says Atlantic Trust

Aside from achieving tax benefits, lifetime donors can witness the positive impact made possible by their generosity

Family Office Outlook 2015 - Handler Thayer

Taxpayer flight has increased globally at an unprecedented level as families, capital and businesses continue to exit high-tax and socialist countries, states, provinces, territories, cities, etc. in favor of low-tax and no-tax jurisdictions.

Goodbye wealth management, hello financial life management

For professionals working with clients on life and investment choices, it's time for a new category to capture what they do

In Rebranding, United Capital Hopes to Redefine ‘Wealth Management’

Duran said the firm will embark on a multi-million-dollar rebranding of all the firm’s offices and communications

The Ultra-Wealthy Are Increasingly Considering Private Placement Variable Annuities

Thinking longer-term, the affluent are looking for ways to invest while mitigating taxes on their investments. Hence, the growing appeal of private placement variable annuities.

Reid Abedeen Wins Five Star Wealth Manager Award

Investment advisor Reid Abedeen, a partner at Safeguard Investment Advisory Group, LLC, won this year's Five Star Wealth Manager award for the Los Angeles region.

RBC Global Asset Management Now Provides Investors With PFIC Reporting Statements For 2014 Tax Year

These statements are available on more than 70 RBC Funds

US Broker Swoops For Charles Stanley Division

One of the London Stock Exchange 's oldest companies is close to offloading its securities arm

RBC’s David McKay Gets $5.94 Million for First Year as CEO

McKay’s pension value was C$5.23 million for 2014, due to a one-time compensation change when he became president and CEO, the Toronto-based bank said.

Behavioral Finance in the Private Bank

The first, a liquidity portfolio, insulates a wealth creator’s immediate cash flow needs for three to five years holding, say, cash and short-term muni bonds.

Wealth Management Madness 2015: Round 1 Recap

The closest contest came in the Establishment region, where last year’s champion, the CEO of UBS Group Americas Bob McCann, barely squeaked by Merrill Lynch Wealth Management top dog John Thiel; McCann won by just nine votes and now has to face Well

Wealth and Asset Management