Managers of Wealth Americas

UBS Wealth and OEBP launch new small business advisory program

Small business owners to receive six months of pro bono strategic financial and business advice

Canada should share its wealth - and jobs

Nevertheless, Mulcair would slow down the energy sector by adding a carbon tax (though he'll skip the same as applied to the automotive industry).

Citi seeks its next act in wealth management

The bank plans to hire 300 more personal bankers and brokers in the next two years, with a goal of reaching about 800 by 2014, Citigold Wealth Management President Venu Krishnamurthy told Reuters.

Investment Tactics Debated at Bloomberg Asset Management Summit

The Summit, which will take place on June 14 at the State Room in Boston, will look at the outlook for markets depending on the outcome of the presidential elections, the dollar bull versus the dollar bear, municipal bond investing, and opportunities and

50 highest-paid CEOs in AP survey

They are based on the AP's compensation formula, which adds up salary, perks, bonuses, preferential interest rates on pay set aside for later, and company estimates for the value of stock options and stock awards on the day they were granted last yea

World's Wealthiest Women - research

The richest women may span the globe, but two of them come from the same family

West Coast wealth managers launch new frim

“The public is increasingly savvy and aware of the value of a fee-only financial advisor who can integrate sophisticated investment planning with other personal finance concerns,” said Bourdon. “Yet, professionals with cutting-edge exper

Luxury Home Values Jump in San Francisco Bay Area

San Diego Prices Move Higher, Los Angeles Values Edge Down

Raymond James managed assets up 29% in April

Raymond James completed its acquisition of regional brokerage Morgan Keegan from Regions Financial Corp.(RF) in April in an effort to boost its assets and scale.

Raymond James CEO says recruiting is brisk

Many of those recruits came from top U.S. brokerages, including Morgan Stanley Smith Barney, Wells Fargo Advisors and Bank of America's Merrill Lynch.

US ranks No. 1 in wealth, not in happiness

Those are among the findings of an updated study of well-being released Tuesday by the Organisation for Economic Co-operation and Development, which promotes economic and social satisfaction.

Sterling Capital inks deal with Adhesion Wealth Advisor Solutions

Adhesion's Customizable Investment Platform and High-Touch Service Enables Sterling's Advisors to Grow and Better Service a Diverse Client Base

Anarchists, Cops, the Super Rich -- It's New York 100 Years Ago

I actually think there may be three or four cycles that bear resemblance to the wild ride of 1914. And perhaps more important than the eerie sense of déjà vu is Jones' instructive analysis of the different social forces behind the main

Citi Private Bank announces new Northeast region office

The Greenville team will be led by Barbara McCollum, southeastern Pennsylvania and Delaware region executive, and Bob Rosenberg, managing director and ultra high net worth private banker.

Secrets To Multi-Million Dollar Success: Knowing When To Fire Clients

Kelly Rigas, first vice president and financial advisor in the Private Client Group at RBC Wealth, says she regularly practices this a game with her team that she politely calls “Client Transition Friday.”

Opening the Spigot for the Heirs

That's a shame, because things didn't have to get so bitter. Even with rates low, there are some ways for trusts to produce steady, decent-sized payments.

Merrill Lynch private banking opens Palo Alto office to reach tech wealth

The new office at 3075 Hansen Way has about 16 Merrill Lynch staff catering to the unique needs of Silicon Valley's wealthy investors and employees whoe tend to be younger and more entrepreneurial than Merrill Lynch's more traditional clients in

Bahraini female pride: Which Arab women made Forbes' list?

It initially had a total of 219 women, who were shortlisted to 100, according to a statement issued by Forbes. It lists 29 women from the banking sector, 18 from manufacturing, 16 in investment, 14 from services with the insurance sector having eight.

Why Foreign Banks Are Shunning American Millionaires

The 2010 law, to be phased in starting on Jan. 1, 2013, will mean additional compliance costs for banks and fewer investment options for U.S. citizens living abroad.

Why is Facebook co-founder now in Singapore?

Saverin's spokesman denies the move was done for tax reasons.

Wealth and Asset Management