Managers of Wealth Americas

How Does Financial Literacy Affect Wealth?

Less affluent Investors surveyed wish they had saved more and taken on less debt prior to the financial crisis

Feeling Like Gatsby? Net Worth Hits Another Record

Americans’ wealth continued its snapback from the financial crisis in the first quarter

Wealth management bankers also in higher demand in Houston

Seasoned commercial lenders aren’t the only kind of banker in high demand in Houston.

Fleming opens Morgan Stanley's wallet

"We are driving growth and the top line rather than primarily on the expense side of the equation.

Credit Suisse Seeks to Boost Profits in U.S., Europe Wealth Unit

Credit Suisse Group AG, Switzerland’s second-biggest bank, is working to boost profitability of its wealth-management businesses in the U.S. and western Europe

The Richest Families In The World Are Staging A Quiet Rebellion Against Hedge Funds

It's no secret that since 2008, most hedge funds have lagged the S&P 500

Connecticut Wealth Management Acquires Firm

The acquisition adds $120 million in assets under management to Connecticut Wealth Management, bringing them to $400 million in AUM.

Families Without an Operating Business Allocated More to Fixed Income and Hedge Funds

Family Office Exchange Finds Business Owners Were More Comfortable With Illiquid Assets Than Non-Business-Owning Families in 2012

How Can A Business Jet Help Manage Wealth? Ask Dovi Frances

The truth of the matter is, the wealthier you are, the more inefficient the market becomes.

Banyan Partners to Acquire Wealth-Management Firm

Banyan Partners, a fast-growing RIA based in Palm Beach Gardens, Fla., is acquiring Silver Bridge Advisors, the wealth management arm of global law firm WilmerHale.

HighTower Adds First Firm to Network

HighTower, the nation's destination of choice for entrepreneurial advisors seeking greater independence and practice control, announces that Shaffer Wealth Management is the first advisor team to join the HighTower Network.

The philanthropy debate: Are the wealthy giving their share?

We are becoming a society in which more emphasis is placed on philanthropy as a social good. It’s often portrayed as much more noble and efficient than paying taxes (especially to “untrustworthy” politicians).

A New Wealth Management Industry Mandate

Clients are mad as hell, and they're not going to take it anymore—unless the industry makes some changes.

George Weiler III, UBS Wealth-Management Executive, Dies at 69

George H. Weiler III, senior vice president for wealth-management services at UBS AG, has died. He was 69.

Family offices are facing frustration as 'prima donna' sales stars prove to be in short supply to handle like clients

Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot

May Survey Finds Non-Millionaires More Eager than Millionaires to Invest

Our monthly survey breaks down Affluent investor preferences by Millionaire and Non-Millionaire households

Wealth Managers Face Tall Hurdles to Build on Rebound - RESEARCH

As Growth Prospects Shift Toward Developing Markets, Players Must Grapple with Greater Client Demands, Tougher Regulatory and Margin Pressures, and Increasing Business Complexity, Says Report by The Boston Consulting Group

Futurestep chosen for BNY Mellon sales hires in North America

Talent and recruitment solutions firm Futurestep has been engaged to fill up to 100 new positions across North America

10 Mistakes Gen Y Makes with Advisors

Here are 10 common mistakes Gen Y should avoid when working (or not working) with an advisor, and ways to get around them.

Canada’s executive compensation practices have come a long way

What some people don’t realize is that executive compensation tends to be the single largest expense an organization might incur.

Wealth and Asset Management