Managers of Wealth Americas

BNY Mellon Expands Services Relationship with Touchstone

Mandate Includes Mutual Fund Accounting and Administration, Transfer Agency and Blue Sky Services

Morgan Stanley: 'We have too many overpaid bankers'

The comments from Mr Gorman comes on the eve of third-quarter results from Wall Street which are expected to underline the pressures revenues at banks remain under.

Benefits of Multidiscipline Practices to Clients and Advisors - RESEARCH

NFP Advisor Services Group has published the results of a study identifying the benefits of multidiscipline practices (MDP) to clients and advisors, and exploring the unique obstacles that these practices must overcome to achieve success.

TIAA-CREF Trust Company Selects Citi’s award-winning wealth management solution

Citi’s OpenWealth delivers a full suite of wealth management investment services solutions.

Wall Street banks should quit New York to escape hostility

Wall Street banks should quit New York because the state has "made war" on the financial services industry for the last decade, an analyst has argued.

Business from Ultra Wealthy Asian Clients Grows at Citi

Increasing wealth in Asia has lifted the fortunes of Citi Private Bank's fledgling North America Asian Clients Group.

Super Rich More Likely To Live In Blue States: Wealth-X

The states with the most multimillionaires have strong political preferences.

Fiera acquires SG Private Banking subsidiary

The acquisition, which is expected to be immediately accretive to earnings, solidifies Fiera's position as one of Canada's fastest growing investment managers, with assets under management of $55 billion.

Washington Wealth Changes Strategy

"I'm not aware of another firm that offers the same continuum of business models" to help firms as they evolve and grow."

Wealthy to increase or continue charitable donations

The nationwide survey was conducted by mail from April to August. It is based on responses from 700 U.S. households with a net worth of more than $1 million, excluding the value of their home, and/or annual income of more than $200,000.

RMB Capital Management Earns Industry Accolades

Co-Founders Named Among Barron’s 2012 “Top 100 Independent Wealth Advisors

Oregon Pacific Bank Acquires South Valley Bank's Trust Department

"We are delighted with the new relationship with Oregon Pacific Bank," says Diane Dombras, the former South Valley Vice President responsible for the bank's trust department.

Virtus Wealth Management inks new affilitation

Virtus Wealth Management located in Southlake, TX and EFC Advisors, LLC located in Arlington, TX believe this new affiliation will provide enhanced capabilities and an expanded roster of financial products.

Study: Affluent Americans Ready to Take On More Risk

Study Finds Many Lowering Debt and Redefining Their Investment Approach

Wells Fargo to target wealth management, retail and institutional investors

This is for the first time that Wells Fargo is taking assistance from any external PR advisers.

UBS Confident Wealth Management Americas Can Reach Target

“At the margin, we get the sense that investors are slightly more positive than they were a year ago.”

Morgan Stanley debuts ad campaign for renamed unit

To introduce the name change, Morgan Stanley this week rolled out an integrated ad campaign

Wealth management firms handle uncertainty

"There’s an overall higher level of pessimism than average."

Wells Fargo Q2 net income increases

"Wells Fargo's strong financial results this quarter again reflect the benefit of our diversified business model."

Over 75 Percent of Ultra-Wealthy Estate Plans Are at Least Three Years Old - RESEARCH

Survey of Single-Family Office Executive Directors Reveals Nearly 95 Percent of Clients Have Experienced Significant Changes Since Estate Plans Were Drawn Up

Wealth and Asset Management