Managers of Wealth Americas

MarketCurrents Publishes Annual Estate and Succession Planning Edition for 2018

The report is filled with expert commentary from leading family offices and family office practitioners

ImpactAssets Releases Seventh Annual IA 50 Impact Investment Fund Showcase

Industry’s only free, searchable resource of impact investing fund managers features firms that manage $29.2 billion in assets.

Retail Banks Are Missing Opportunities to Give Digital Financial Advice - J.D. Power

Quality of Advice Seen as Key Bank Differentiator, Yet Many Banks Still Miss Opportunity

Tim Cook Wants You to Dump Cash

As Apple's CEO talked about the downsides of cash, he became more animated, revealing real passion about the topic.

How to manage the impending wealth transfer: A guide for advisors

Retaining younger clients with a longer time horizon can, in turn, enhance a firm’s value for succession or acquisition planning.

The Future Of Legal Services: Putting A Law Firm In The Palm Of Your Hand

More and more, we seek out companies that digitally deliver excellent customer service but with a personal touch.

Made Before the Boston Tea Party, This Teapot Cost $800,000

The Staffordshire-trained Bartlam left England for South Carolina, drawn by its plentiful supplies of local kaolin clay and its wealthy consumers, according to the salesroom catalog.

Teachers' pension fund invested in maker of gun used in massacre

A state pension plan for Florida teachers held shares in American Outdoor Brands, which manufactured the gun used in the Feb. 14 school attack

Want to work for a French bank on Wall Street?

What businesses are these French banks building up now?

Why the Rich Are Hiding

Our society celebrates wealth in the abstract, but delights in judging the rich.

2018 Technology Industry Outlook - Deloitte

Navigating to the future: Leveraging tech advances in the digital era

Cannabis Industry Reportedly Made $1.2 Billion in January

Viridian reports that majority of the investments went towards cultivation and retail companies predominately run in Canada.

Diversify away from your dollars by Gaey Dugan

I had to laugh. Moody’s entitled its recent reflections on the US economy

Wealthy female donors who support women and girls embrace risk-taking in their philanthropy, study finds

As more women accumulate wealth, they are twice as likely as men to leverage their wealth for philanthropy,

Donor-Advised Funds Become Popular Philanthropic Tools

Donor-advised funds are investment vehicles set up by nonprofits that allow individuals to make a tax-deductible, irrevocable grant.

The World's Richest People are Flocking to these Five Cities

Of the list of 50, five cities were ranked as the ultimate global destinations for UHNWs looking to buy real estate, with London, New York, Tokyo, Sydney, and Paris nabbing the top spots.

Five things you’ll have to give up if you move from Wall Street to Silicon Valley

Former Wall Street people who are now, say, on a corporate strategy team at a tech company often miss the fire and fury of investment banking.

Assessing the risks to the upside of the US 10-year Government Bond Yield by Gary Dugan

The cycles of central bank balance sheet expansion have shaped the level of yields

Advisors Will Become “Longevity Navigators”

The founder of MIT’s AgeLab warns that most financial advisors aren’t prepared for the profound changes and challenges that will come with longer-living clients.

Sallie Krawcheck: Here's why women shouldn't be afraid to ask for a raise

A recent study by the Ellevate Network found that 75% of respondents received a pay bump when they requested it.

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