Managers of Wealth Americas

Texas Bank Venture Reflects Wealth Industry Shift

There is lingering distrust of larger financial institutions out there.'

Surprise! Wealth Managers Who Ask Their HNW Clients for Referrals Get Them

Final study in Futurewealth Project finds the high net worth have many reasons for making referrals, but 47% said they'd refer only if their wealth manager asked them

Investors at risk from newfound confidence, says Aberdeen Asset’s Atkinson

Atkinson noted that to combat complacency, he favors “businesses that can get through all stages of the economic cycle as investors in companies. We don’t want the fortunes of companies that we invest in to be macro-dependent … it&r

Deutsche eyes $50bn outsourcing pact

Deutsche Asset & Wealth Management is in talks over an outsourcing deal for close to $50 billion in real estate assets, as chief executive Michele Faissola continues his bid to improve operating margins at the division he took charge of two years ago.

Not every online investment manager is a robo-adviser

People who invest through these firms may be looking for a different experience

Wealth management service launches largeting expats

A new service aims to help expatriate clients, foreigners living in the US and US citizens living abroad to manage their investments and tax considerations.

The Appeal Of Providing Family Office Services

These days, it seems like everyone with a shingle hanging will claim to provide at least some family office services

FSC Securities Corporation Recruits Two Practices with Nearly $6 Million GDC

FSC proved to be the perfect broker-dealer for us, with personalized service, advanced technology and the broadest product lineup we’ve seen

Jury awards $8.1 million to investor who alleged BB&T misled him

The verdict, reached on Monday afternoon by a jury at the Court of Common Pleas for the Thirteenth Judicial Circuit in Greenville, South Carolina, included $3.1 million in actual damages and $5 million in punitive damages, the person said.

The Wealth Issue: Three questions for Dave Smith, Bright Rock Capital Management

Boston has always had better demographics than the rest of the country

Five HighTower Teams Rank Among Financial Times Top 300 RIA Practices

The list, published June 26, aims to help the publication's readership identify highly qualified independent investment advisors.

Wealth advisers on a roll, indies fastest

The faster growth rates are in the independent financial adviser part of the business

Impact investing on the cusp of mainstream wealth management

The significance of investment directed at achieving impact is growing, as is the willingness to engage in it beyond the traditional confines of corporate philanthropy.

FBB Capital Partners Named one of the Top 300 Registered Investment Advisers by the Financial Times

The ranking comes on the heels of FBB Capital’s 25-year anniversary

Abigail Jones Feder, JPMorgan Fixed-Income Executive, Dies at 51

Residents of Cold Spring Harbor on New York’s Long Island, the couple shared their passion for sailing with their two children.

Raymond James Financial Reports

Client assets under administration, financial assets under management, and securities commissions and fees in the Private Client Group segment are benefiting from market appreciation

Financial Concierge Firm for High Net Worth Individuals & Families launched

While Family Offices are not a new concept, Virtual Family Offices are very new

14 Ways to Woo the Wealthy

To gain a competitive edge, advisors pursuing clients among ultra-wealthy individuals and families are using an array of sophisticated techniques designed to build engagement with existing clients and garner interest from new ones.

Millennials Will Benefit From $15 Trillion Wealth Transfer and Most Don't Know It

The majority of wealthy Americans claim to be self-made, but the next generation will gain significant riches from inheritance as some $15 trillion in assets pass down family trees over the next 20 years.

HNW Investors Find It Harder to Unplug

About 15 percent say they sometimes check their messages, while only 3 percent say they never check them

Wealth and Asset Management