Managers of Wealth Americas

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

Goldman buys Westpeak in drive for 'smart beta' assets

Goldman bulking up asset management unit, partly by strengthening its quantitative product offerings

Nashville wealth management startup raises $3 million from investors

Wealth Access, a wealth management platform designed for financial advisers and high-net-worth clients, announced Wednesday that it had raised more than $3 million in a financing round.

Pagnato Karp Launches Asset Protection Division

HighTower's Pagnato Karp, founded by Barron's Top 100 Advisor Paul Pagnato, launches PK Asset Protection, led by Director Samantha Young.

Wealth Management Trends - The Good, The Bad & The Ugly

2013 was a mixed year for the retail wealth management business, with positive highlights such as increases in assets under management, revenues and production hiding some disturbing underlying trends.

Windham Brannon separates from its wealth management unit

That we have eliminated any perception of conflict of interest

State-Registered Banks the Fastest Growing Bank Wealth Management Segment

"Despite the post-crisis damage to the reputations of many major investment banks, investors continue to turn to bank trusts for long-term multigenerational wealth strategies," comments Donnie Ethier, associate director at Cerulli.

Mariner Wealth Advisors Welcomes Housen Financial Group

With its latest acquisition, Mariner Wealth Advisors now has $9.5B total assets under management with $2.4B in the Northeast

Family Office Boom Coming

The family office industry continues to consolidate, as increased regulation and costs drive single-family offices into the arms of more efficient multifamily offices.

Merrill Lynch Wealth Management sets new $8 million bragging target for its top brokers

The new "Pinnacle Club" will pay its members $10,000 in cash

6 Questions for the CEO of RBC Wealth Management-U.S.

It’s been a steady drumbeat of heightened rule making and enforcement.

US fight over adviser fiduciary rules nears end

While debate in the US wealth management sector regarding improved fiduciary responsibilities for advisers appears to approaching resolution, the price of this resolution is that it has retreated back to just improved disclosure rules.

Legend Advisory Corporation Announces Wealth Management Platform

Legend Advisory Corporation, a registered investment adviser, announced today the unveiling of a comprehensive wealth management platform for their financial advisers.

WisdomTree Completes Investment to Create WisdomTree Europe

WisdomTree Investments, Inc.an exchange-traded fund sponsor and asset manager, announced today that it has completed the acquisition of Boost ETP

Morgan Stanley profit soars on wealth management

Wealth management revenue rose 4 percent to $3.62 billion and the division's earnings were up 65 percent to $423 million.

Wealth and Asset Management