Managers of Wealth Americas

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

Melville Straus, Money Manager With Passion for Arts, Dies at 75

He was chairman of the American Ballet Theatre from 1982 to 1990, treasurer-secretary of Independent Curators International and served as a member of the Contemporary Arts Council of the Museum of Modern Art.

YOUR PRACTICE- Why financial advisers should choose a niche

The higher the net worth of the clients served, the more critical specialization is. BofA's U.S. Trust unit, for example, requires private bankers to "choose a major" to help attract ultra high net worth clients.

US-based wealth management giant closes financial planning division in India

The spokesperson clarified that only the financial planning arm of the company was being shut down

UBS Wealth Management Americas Introduces Innovative Educational Portal for Equity Compensation Plan Participants

UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide

Bryn Mawr Wealth Assets Reach $7.4 Billion

We were pleased to see the continued increase in our quarterly earnings

DZH Phillips Wealth Management launches

Collaboration with CPA-based financial advisory firm deepens its holistic approach to wealth management

One of the most significant, but largely unnoticed changes occurring in the wealth management industry right now...

Charles Schwab, is in the early stages of creating an owner-operator model for some of its branches.

RCS Capital Corporation Completes Acquisition of Cetera Financial Group

$1.15 Billion Transaction Establishes RCS Capital as the Second Largest Independent Financial Advisor Network in America

RBC wealth focuses on adviser growth, not acquisitions

RBC said it has 19 percent of the market share in Canada's coveted high net worth segment

Assets Rise But Profits Fall at State Street

The company recently said it would make 400 layoffs this year

Advisors’ Confidence Remains Flat

Financial advisors’ overall confidence remained relatively flat overall in April, while increased optimism in the current state of the economy was offset by a weakening conviction in the near-term future of the stock market.

Saving the family fortune: Evercore manager spells it out

We are locking down as much as we can

Wharton Executive Education’s New Online Educational Series for Financial Advisors

Today’s financial advisor faces myriad challenges.

Toronto-based bank seeks to boost earnings from wealth management

The bank's retail brokerage, asset management and private wealth management businesses generated $392 million in adjusted earnings last year, or 11 per cent of the bank's total adjusted profits.

Raymond James Private Client Group Reports Record Revenues

Raymond James has been making a strong recruiting push

Wealth and Asset Management