Managers of Wealth Americas

Investment Plans of Baby Boomers and Gen X Investors

A majority of Boomers and Gen X investors with a net worth over $1 million plan to invest in equities.

Edward Jones Ranks No. 1 In National Survey Of Financial Advisors

REP. magazine randomly selects financial advisors nationwide and asks them to rank their firms in various categories.

UBS Targets Wealthy with Higher Adviser Pay, More Planning

The traditional grid that defines payments based on annual production will change to reflect broader ranges of in commissions and fees, although the overall pay in the grid won't change.

Mariner Wealth Advisors Welcomes RR Advisory Group

New partnership will provide clients with access to enhanced wealth management services, technology and resources

RBC Global Asset Management implements fee reduction on two funds

RBC Global Asset Management Inc. announced fee reductions for the Access Capital Community Investment Fund and the RBC SMID Cap Growth Fund

Timbercreek U.S. Multi-Residential Opportunity Fund #1 acquires a 296 unit property in Orlando, Florida

This acquisition represents the 7th property acquired since the completion of the Fund's initial public offering on October 25, 2012

Study Shows Affluent Floridians Give an Average $6,627 to Charity

The study also found that they will be designating 7 percent of their estates to charitable causes in their wills

Wealth-X Announces Digital News Publication And Editorial Team

This unique publication will provide daily analysis on the fluctuations of the assets of the ultra wealthy by tracking initial public offerings, mergers and acquisitions, inheritance and succession, divorce and marriage, property sales and other large liq

CI Investments announces appointment of Cambridge Global Asset Management and other changes to two dividend mandates

The group has achieved strong results in managing its funds, which include equity, income and dividend funds.

Antwerp Diamond Bank plans to close its office in New York

The European Union regulator in Brussels appointed a trustee to supervise the divestment along with KBC and the closure was declared to clients last week.

Raymond James Announces Woman of Distinction Award Winners

Thirteen advisors recognized as Women of Distinction by the Raymond James Network for Women Advisors

HighTower Grows New York Headquarters With LCK Wealth Management

This is the third advisor team HighTower has transitioned in as many weeks.

For Registered Investment Advisers, Alternatives Go In-House

The shift to managing strategies directly in-house has proved easier for some firms than for others.

High Net Worth Millennials: Investing and Loving It

High Net Worth Millennial investors are nothing if not gung-ho about investing, confident in their investment acumen, and upbeat about their financial futures, according to a Spectrem’s Millionaire Corner study.

Private Wealth Management Firm Releases New Guide Revealing How Wealthy Invest

The investment guide reveals investment strategies utilized by not only the ultra-wealthy, but major institutions and endowments that create total diversification strategies, utilizing alternative investments to protect, grow and preserve their wealth.

Wealth and Asset Management