Managers of Wealth Americas

$1.2 billion RIA breaks it off with LPL

After 17 years, Waldron Wealth Management LLC is leaving LPL

Evercore Wealth Management to acquire Mt. Eden Investment Advisors

The transaction is expected to close in the fourth quarter of 2012.

Family Office Exchange Adds Three New Firms to List of Leading Wealth Advisors

The list identifies firms that have passed a comprehensive screening to assess their ability to deliver integrated wealth advice to families with more than $20 million in investable assets.

Obama Victory Leads Wealthy to Scurry on Pre-2013 Moves

“The wise, smart people are preparing themselves for a sunset of the Bush tax cuts.”

Wealthy Donors Increasingly Manage Giving Through Family Offices: Study

Wealthy families are increasingly considering a family office to manage their philanthropic giving, according to a new study released by the National Center for Family Philanthropy.

Stifel quarterly profit rises, firm announces merger

I am pleased with our third quarter results

RBC Global Asset Management announces October sales results

In the past twelve months, we have had the highest long-term net sales on record

Wealth Management Reigns Supreme at UBS

CEO of UBS Group Americas and the head of Wealth Management Americas, held a quarterly conference call yesterday with wealth management employees to brief them on the direction of the unit.

First Republic buys Los Angeles wealth management firm

Luminous, with $5.5 billion in assets under management, is a good fit with First Republic Investment Management Inc., a unit of First Republic

Credit Suisse Plans to Expand its Americas Business

The firm plans to continue that growth, setting its sights on doubling the assets under management of the U.S. private banking business in the next six years, and expanding its relationship manager force to between 550 and 700.

US has added 1.1m new millionaires under Obama, says study

WealthInsight study published in closing stages of election dominated by question of wealth creation and taxation

Mariner Wealth Advisors Announces Partnership With RiverPoint

The partnership brings Mariner’s AUM to $5.6 billion as RiverPoint brings in $1.3 billion

Busey Launches Private Wealth Brand

First Busey Corporation is pleased to announce the formation of Trevett Capital Partners

Luxury Marketers Grow Market Share - RESEARCH

New white paper provides best practices, case studies and practical tips

UBS Wealth Management Americas posts record 3Q profit

Posts third straight record profit on strong markets

Strong 3Q at Genworth Financial

The company reported net income1 of $34 million, or $0.07 per diluted share, compared with a net loss of $16 million, or $0.03 per diluted share, in the third quarter of 2011.

Should Brokers Be Forced to Disclose Their Bonuses to Clients?

Reports suggest some firms are offering substantial inducements to potential registered representatives

Mariner Wealth Advisors gets majority stake in Cincinnati firm

“We’ve really concentrated this year on growing the wealth division to help it catch up to the asset management side."

BofA study shows wealthy donors declined

“Since 2006, this has become the largest and one of the longest running studies of its kind, offering key insights that help to inform nonprofit organizations’ donor engagement strategies.”

Barnett Financial & Tax launches division for elite clientele

All the client services are bundled by need and the associated up to date records are stored on a secure, dedicated server that is accessible to the client 24 hours a day on any device that has internet capability.

Wealth and Asset Management