Managers of Wealth Americas

Former UBS, Wells Fargo advisers to use Raymond James' platform

The Investment Advisors Division of Raymond James Financial provides custodial and support services

Envestnet Launches Education Portal

Envestnet Institute reinforces Envestnet’s mission to act as an advocate for independent advisors

Raymond James' Custodian Group Picks Up New RIA

Playing matchmaker has paid off for Raymond James' custodial operation

Societe Generale Securities Services appointed by Wells Fargo Asset Management as its Correspondent Bank in Italy

SGSS was selected for its widely-recognised expertise as a correspondent bank and its capacity to accompany Wells Fargo Asset Management

Financial Planning or Asset Management? Clients Need Both

The "value" of portfolio management isn't just when a portfolio grows

Asset managers likely to get bigger bonuses this year - consultant

Employees in low-risk, fee-heavy businesses such as asset management may see their bonuses rise by as much as 10 percent

Advisers Scramble as Firms Trim Overseas Business

Ileana Platt was put in a bind when Barclays PLC announced plans to pull out of the Latin American market for wealth management services.

Dallas wealth management firms merge

As part of the merger, RGT will retain SCM Advisors’ staff and will assume client assets of $600 million

Wharton and Chubb Establish High-Net-Worth Insurance Advisor Certification for Agents

The Chubb Group of Insurance Companies and the Aresty Institute of Executive Education at the Wharton School have created an educational program that will help select agents and brokers better understand the risk management and insurance needs of their h

AllianceBernstein Announces April 30, 2014 Assets Under Management

AllianceBernstein L.P. and AllianceBernstein Holding L.P. today announced that preliminary assets under management increased to $457 billion during April 2014 from $454 billion at the end of March.

Schwab wins $740-million team

Integrated Wealth Management nabbed The Cypress Group from Morgan Stanley after putting Tamarac in place

J O Hambro Capital Management Selects Advisers Investment Trust

Asset manager J O Hambro Capital Management Limited based in London, has selected the Advisers Investment Trust for their U.S. mutual fund products.

WE Family Offices Ranks Among Top 50 Wealth Managers In Forbes

WE Family Offices is a family-focused wealth management firm

Will HighTower be the next Raymond James?

Fresh off of adding a new platform earlier this year, HighTower Advisors chief executive Elliott Weissbluth now compares the firm's growing reach to perhaps an unlikely rival — Raymond James Financial Inc.

Investment Outsourcing Grows at Northern Trust

Northern Trust Corporation is a leading provider of investment management

Regions Bank launches Wealth Insights

Specific topics addressed by Wealth Insights publications include retirement, taxes and estate planning

UBS sets new cost target in U.S. wealth business

UBS AG has set tighter expense control targets for its Americas wealth management business, Switzerland's biggest bank said Tuesday as it reported a 7 percent rise in first-quarter net profit prompted by lower taxes and cost-cutting.

Suisse execs clashed

Disagreement at senior levels

Ares Falls in Debut After First Private-Equity IPO Since ’12

Los Angeles-based Ares touted a model that’s more focused on predictable management fees than its peers, which derive a greater percentage of revenue from investment profits.

Ameriprise Financial Reports First Quarter 2014 Results

Ameriprise Financial, Inc. reported first quarter 2014 net income of $401 million, or $2.01 per diluted share. In a release on April 28, the Company noted that operating earnings were $407 million, up 20 percent from a year ago, with operating earnings pe

Wealth and Asset Management