Managers of Wealth Americas

The Flaws in an Advisor Listing for the Superrich

The Family Office Exchange, a pillar of the wealth-management industry, stumbled when naming the best advisors for great fortunes. Barron's investigates.

Wells Fargo Advisors expanding in St. Louis

The company, the nation's third-largest retail brokerage firm, made the announcement on Friday.

Specter of higher US taxes may not spur family-business deals

Some people earning more than $200,000 a year also face a 3.8 percent Medicare surcharge on investment income.

Saverin helps boost Singapore's wealth‎

Saverin renounced his U.S. citizenship and officially became a resident of Singapore. He made the decision to do so last September, and the news came out when an Internal Revenue Service list was published April 30, causing much consternation, as it was r

Benefits of social media to the wealth management industry

There are an almost unlimited number of benefits to incorporating social media into your overall marketing/business development strategy.

Hawke's Bay's wealthiest in rich list

American investor Julian Robertson, who owns The Farm at Cape Kidnappers, is a new addition (fourth), with an estimated wealth of $3billion.

65pc hike in Americans seeking financial advice

From 1st January 2013, under FATCA, the United States will require all of its citizens to report their worldwide earnings to the Internal Revenue Service, regardless of where they live, how long they have lived there, or whether any money is owed.

Bryn Mawr Bank Corporation Reports Second Quarter Net Income Increase of 9.5%

The acquisition increased the Wealth Management Division's assets under management by approximately $1.0 billion.

Wealth Management Outsourcing: A Global Market Perspective

All of these have brought technology centre stage in managing financial institutions.

Raymond James reports solid third quarter results

This represents an 8 percent increase over the prior year quarter's diluted earnings per share and is flat with this year's second quarter on a non-GAAP basis.

Will wealth managers nimbly respond to changing needs of high-net-worth investors?

Wealth management, an industry long accustomed to steady growth and healthy profits, is now facing significant headwinds — and opportunities.

Wealth Management Buoys Ameriprise’s Q2 Earnings

Pretax operating margins within the wealth management division increased 11.6% compared to 11.3% a year ago due to cost-cutting that “helped to offset the impact from low interest rates.”

Raymond James 3Q Net Up 63% on Double-Digit Revenue Growth

The investment-banking and wealth-management company had seen its profits decline in recent quarters as market volatility challenged its revenue growth.

Lazard reports record first-half 2012 operating revenue

Record first-half 2012 operating revenue of $954 million; second-quarter operating revenue of $455 million

Schwab Charitable Reports Record Assets and Grants in Fiscal Year 2012

National Donor-Advised Fund Plans Expansion of Investment Line Up to Provide Clients with Wider Range of Investment Solutions to Meet Charitable Goals

Former Lehman President Joseph Gregory Is Selling His Breathtaking Long Island Mansion For $22 Million

The gorgeous home at 26 Lloyd Haven Drive is priced $22 million, according to a listing on Coldwell Banker.

Wealthy shift to risky investments

Twenty percent of the 1,020 households surveyed said they bought individual domestic equities in the 12 months ended in March, the Boston-based mutual fund firm said.

58pc of Wealth Management Firms Polled Cite Regulatory Changes as Biggest Challenge

The poll, completed by 100 participants at SEI's annual Connections Conference, revealed that regulatory changes pose the single largest challenge for 58 percent of survey respondents.

Another Swiss bank to drop US clients amid tax row

Coop, another retail bank, announced it had stopped doing business with its US clients.

Survey Finds 86 Percent of Millionaires Are Self-Made

This year’s study found that 86 percent of millionaires are self-made and that their path to wealth, financial outlook and goals greatly impact their investment behaviors. In addition, millionaires’ outlook on the future financial environment

Wealth and Asset Management