Managers of Wealth Americas

CAB CPAs Expands Service to High Net Worth Individuals and Their Families

High Net-Worth individuals, be they corporate executives, entrepreneurs, physicians, athletes or celebrities, all have one thing in common -- they have no time!

J.P. Morgan Private Bank wins 'Best Wealth Manager' award globally

Now in their 23rd year, are respected throughout the financial services and private banking industry

Financial Times recognizes IPI Wealth Management

This designation places IPI Wealth Management among an elite group of registered investment advisers firms

Blackstone Unit Courts Wealthy Seen as Best Growth Source

Schwarzman, whose net worth exceeds $10 billion, regularly bemoans that individual investors don’t allocate more money

Wells Fargo’s Wealth Unit Boosts Profit 25 Percent

Wells Fargo’s Wealth, Brokerage and Retirement division reported a $544 million profit in the second quarter, up 25 percent from the $434 million reported in June 2013, and up 15 percent sequentially.

New Russell owners likely to sell asset manager

Sources say London Stock Exchange will keep indexing unit, could get $700 million to $1 billion for money management, consulting businesses

Meet Rosie, The Robo-Advisor

The emergence of so-called “robo-advisors” online platforms that provide investors with analytical tools for creating their own financial plans and investment portfolios has been creating a ripple of concern within the wealth management indus

U.S. Financial Advisors Try to Win Over Wary Millennials

Wealth management firms are trying to get millennials excited about investing and hope to win their trust and the sizeable wealth they are expected to control in the future.

Young Adults Mistrust the Advisers Who Want Their Trillions

Wealth management firms fight to overcome Millennials' wariness of the stock market and the financial advice industry.

Windham Brannon Financial Group Rebranded To TrueWealth Management

The new visual identity, created by Madison Marketing, was developed to convey the firm's vision

U.S. financial advisers try to win over wary millennials

But it could be a tough sell

Integrated Wealth Management Crosses the $1Billion AUM Threshold

The $1Billion AUM milestone comes on the heels of the addition of the former-wirehouse Cypress Group of financial advisors

UBS Poaches J.P.Morgan Sponsors Banker

UBS has bolstered its team of bankers that advise private-equity firms, snapping up J.P. Morgan Chase JPM & Co.’s John Souza, according to an internal memo seen by The Wall Street Journal.

BNY Mellon Debuts New National Ad Campaign Featuring HOFer Joe Montana

Wealth management specialist BNY Mellon breaks an ad with Pro Football HOFer Joe Montana

Motley Fool expanding its wealth management division

'Fools' gain free comprehensive financial planning services with annual subscriptions

Q&A: CEO Robert McCann talks about the turnaround at UBS Group Americas

When Robert McCann took over the wealth management business at UBS Group Americas in 2009, brokers and advisers were fleeing the Swiss bank, which was recovering from trading and tax-evasion scandals.

Morgan Stanley eyes compensation cuts for financial advisers

Morgan Stanley wants to pay out a smaller portion of wealth management revenue to the retail brokers who generate it, the final and perhaps most difficult front in Chief Executive James Gorman's drive to reduce staff costs across the bank.

Here's Why Morgan Stanley Is In Two Minds About Cutting Brokers' Pay

Morgan Stanley’s wealth management unit has become the cornerstone of its business model over recent years

Cut-Rate Family Office

One way is to hire outside investment teams and many single family offices are availing themselves of this outsourcing option.

Dimon’s Cancer Has 90% Cure Rate With Demanding Therapy

The challenge with this treatment is the fact that it’s a daily treatment,

Wealth and Asset Management