Managers of Wealth Americas

LPL Financial Welcomes Atlas Private Wealth Advisors to Broker-Dealer Platform

As of December 1, 2013, Atlas financial advisors supported brokerage and fee-based client assets totaling approximately $125 million.

Family Offices, Wealth Managers Face New and Looming Tax Changes

As tax season arrives, wealth managers and family offices throughout the U.S. find themselves grappling with how best to respond to recent and potential rule changes.

Raymond James Launches New Advisor Development Program for Registered Service Associates

The pilot program, which was launched at the end of 2013, aims to help address two compelling industry issues: attracting more women into the profession and providing potential successors for retiring advisors.

Jersey’s corporate, private equity and wealth management expertise showcased in Africa and North America

Jersey’s role as a specialist centre for wealth management, alternative fund and corporate listings work has been highlighted to audiences of senior finance professionals at a range of events in South Africa, the USA and Canada this month.

Fidelity Shutters Private Wealth Management Unit

David Lamere's short-lived and mysterious stint as head of Fidelity Private Wealth Management has ended, and the division itself has been shut down as a stand-alone unit, Financial Planning has learned.

Halbert Wealth Management Receives Top Publishing Awards for 2013

Halbert Wealth Management and owner Gary D. Halbert receive top honors from Advisors Perspectives, a publishing firm serving the financial professional community.

What’s in a name? Wealth management brands v boutiques

Wells Fargo has retained its crown as the world’s most valuable banking brand in BrandFinance’s Banking 500 for 2014.

Behavior is a new pay metric at leading international wealth manager

U.S.-based wealth advisers for Barclays are no longer getting paid solely on how much money they bring in. Going forward, their compensation could be docked for misconduct.

Bank of America officials struck a confident note on the opportunities for wealth management in the U.S.

Positive tone from management

Raymond James Selects HiddenLevers for New Portfolio Stress Testing Offering for Advisors

Raymond James Financial, Inc. has partnered with HiddenLevers, the portfolio stress testing toolkit, to provide macro research, scenario modeling and predictive risk analytics.

BNP Paribas Wealth Management publishes Individual Philanthropy Index by Forbes Insights

BNP Paribas Wealth Management today publishes the second edition of its Individual Philanthropy Index, which measures and reflects the commitment of philanthropists in four regions – Europe, Asia, the Middle East and for the first time, the United

Credit Suisse Private Banking Americas Hosts Fifth Annual Entrepreneur Summit, "Turning Ideas into Action"

Approximately 50 ultra-high net worth entrepreneurs participated in this exclusive event focused on the theme of "Turning Ideas into Action.

Global asset base predicted to pass $100 trillion barrier by 2020

Assets managed around the world will rise from $63.9 trillion today to $101.7 trillion in just six years, led by growing riches in emerging markets and the expansion of sovereign funds

CSI, AIWM bring leading wealth management designation to North America

The Association of International Wealth Management, a Zurich-based international non-profit organization for wealth management professionals, has partnered with the Training and Certification arm of Moody’s Analytics

Lebenthal Wealth Advisors Acquires Heckman Global Advisors

The three worked together at Smith Barney, at the time Dr. Heckman served as Managing Director responsible for global asset allocation.

HighTower nears launch of new channel for independent advisers

HighTower Alliance to offer independence, access to firm's investment platform, BD services

Global players reinforce leadership in wealth management as costs rise - Euromoney Research

Higher regulatory costs and lower margins have played into the hands of the global private banks that have been able to weather the storm better than their smaller peers.

Bank of the West Wealth Management Expects Equities to Dominate in 2014, Outpacing Bonds and Alternatives

The expectation is that the U.S. economy will continue its steady growth while international markets, specifically Europe, continue to break through their slumps.

UBS Wealth Americas hits billion-dollar profit goal

For Robert McCann, who took control of UBS AG's loss-ridden U.S. brokerage business four years ago, 2013 proved to be a very good year.

Wealth Adviser: Rich Clients Are Feeling Less Safe

Life for the wealthy is feeling less secure these days. So they are calling on their financial advisers to help ensure their personal safety.

Wealth and Asset Management