Managers of Wealth Americas

Wealth advisers find Sanctuary at S.F. firm

Crosspoint, which has about $240 million in assets under management, was founded by Michael Kress

Morgan Stanley boosts CEO salary, eyes higher returns

Gorman's total pay for 2012 fell 7 percent to $9.75 million, the bank said in a regulatory filing Thursday, putting him on the lower end of the range for big banks that have reported figures so far.

Millionaire Confidence Hits 2-Year High

“The Millionaire Outlook rose for the second consecutive month, driven by an increase in confidence in the economy,” Spectrem said.

BofA Completes Int'l Weath Management (non-US) Transfer to Julius Baer

At the same time and as a first step of the integration, Julius Baer acquired the Geneva-based Merrill Lynch Bank (Suisse) S.A. with around CHF 11 billion assets under management.

Mack International Nominated for Best Family Office Consulting Firm

Ms. Mack is highly regarded as a thought-leader, renowned speaker and wealth-management industry event chairperson who is frequently invited to present at influential family office forums, conferences and private events all over the world.

Morgan Stanley Wealth Management Launches Perspectives in Philanthropy, Vol. 9, “Athletes and Entertainers Giving Back

The featured athletes and entertainers describe how they chose their philanthropic causes, the outcomes they hope to accomplish and the lessons they have learned from running nonprofits.

Eleven Raymond James advisors named to BIC top 50 advisor list

FID managing director, John W. Houston, said, "Raymond James is proud to be affiliated with these 11 outstanding advisors

U.S. Bank's Aggressive Wealth Management Plan

“The bank loves the business. We’re good at it and we expect to be much bigger at it in the coming years,” said Mark Jordahl, president of U.S. Bank Wealth Management, in a telephone interview.

Philanthropy Changes as Rising Generation of Donors Emerges

Gen Xers and millennials focus on values, engagement and impact

HNW investors feel their financial situation is improving

What does it take to feel optimistic these days? At least $5 million,

Raymond James Picks Up Morgan Stanley Duo

The team, also known as The Fowler Financial Group, came to Raymond James from Morgan Stanley, where they managed more than $70 million in client assets and had annual fees and commissions in excess of $700,000.

National firms driving RIA deals

National firms participated in more than half of mergers and acquisitions

CEOs bailed out in financial crisis still rake it in

Top executives of companies that received taxpayer bailouts during the financial crisis

Wealth Management Helps Drive Bryn Mawr to Record Earnings

Rising revenue from wealth management services helped drive Bryn Mawr Bank Corp. to record earnings in 2012, the Pennsylvania-based community bank announced Thursday.

Raymond James to Drop Morgan Keegan Name

"Cultural integration and the satisfaction" of financial advisers at the firm

Reliance Financial Corporation to Acquire Citigroup Trust-Delaware, N.A.

"This acquisition allows us to continue our focus on the institutional marketplace and will strengthen our competitive position as a leading national trustee."

Emerald Bay Hires Sanctuary Wealth Services

Emerald Bay Wealth Management specializes in wealth management for multi-generational families.

Bank of America Reaches Goal of Hiring 1,000 Small Business Bankers

Extends Nearly $8.7 Billion in New Credit to Small Businesses in 2012

Reliance Financial Corporation to Acquire Citigroup Trust-Delaware, N.A.

This transaction will enable Reliance Trust Company of Delaware to increase its size

Emerald Bay Hires Sanctuary Wealth Services

Emerald Bay Wealth Management specializes in wealth management for multi-generational families

Wealth and Asset Management