Managers of Wealth Americas

SS&C GlobeOp Forward Redemption Indicator: August notifications 3.55%

The result for August continues the favorable trend in asset retention by hedge funds this year

$1B Ex-Merrill Team Breaks Away to ‘Scratch Planning Itch’

In particular, Celenza tells FA-IQ the independent RIA is viewing such a move as a way to expand its ability to offer ultra-high-net-worth clients a family-office type of environment.

Caribbean Living Luring U.S. Residents

The United States also has a massive debt that has to be paid off at some point, which makes foreign assets even more attractive, Katz adds.

Investors Pulling Back From Gundlach's Biggest Fund, WSJ Says

The firm said it isn’t troubled by outflows or the performance of the fund

The future looks very different

The financial advice industry's next generation of leaders imagines what lies ahead

SF pension board should stay invested in fossil fuels

What they fail to acknowledge is that divestment creates significant investment risks and that a five-year investment history does not paint a full picture.

Voices Helping clients navigate the high net worth financial maze

Extensive time can occur in this state of flux as the individuals’ primary focus is creating wealth rather than managing and overseeing it.

Atria Founded Where Futurism Meets Acquisition

Together, the acquisitions will bring 500 advisors and $30 billion in AUM to the Atria.

Economics, Regulations Spur Pension Risk Transfers; Annuities an Outlet

One of the ways these employers seek to make these transfers is through purchasing a group annuity.

Manulife Asset Management shares outlook for global equities in new report: "Understanding Value in a Rich Valuation Environment"

The CAPE ratio is calculated by taking the S&P 500 and dividing it by the 10-year average of earnings.

How to Replicate Ron Carson's Secret to Attracting Billionaire Clients

Almost nobody is taking advantage of this incredible strategy.

Female Clients Need Encouragement, Validation from Advisors

Women face many additional challenges when it comes to wealth management.

World's biggest banks face £264bn bill for poor conduct

The report said the data showed that 10 years on from the onset of the financial crisis, the consequences of misconduct continue to hang over the banking sector.

Hedge funds start to face up to extreme gender imbalance

Questions mount over diversity in an industry dominated by male fund managers

Don't underestimate the risks from Korea by Gary Dugan

Throughout history when nations build-up their weaponry they almost feel emboldened to fight someone.

Looking Harder at Corporate Management

We’re value investors.

What do the rich worry about? Surprisingly, it's money

They are all trying to estimate whether they will have enough income to support their current lifestyle, he says.

Attracting and Retaining Female Clients

Women want advisors who can not only educate them but who can validate them as intelligent and competent investors.

Ray Dalio, manager of the world's largest hedge fund, says buy gold on rising North Korea risk

Bridgewater Associates founder Ray Dalio says in a LinkedIn blog post "risks are now rising" in the market and recommends gold as a hedge.

U.S. Broker/Dealer Product Consolidation

One of the reasons cited for elimination from the platform was not complying with new standardized commission schedules at Morgan Stanley.

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