Managers of Wealth Americas

Rising Confidence Among Affluent Investors About the U.S. Economy

This month's survey was fielded between January 17-23, 2017.

America's Shadow Bank Is Growing

The total amount of North American private debt assets under management surged 35 percent

Research analysts culled at top investment banks

Ranks of sellside stock and bond pickers have fallen 10% since 2012

Trump’s travel ban: markets spooked, investors will be seeking out bargains

The deVere CEO continues: “The markets are jittery, but I think this is more a bump in the road than a major obstacle - for the moment at least.

Institutional Investors Must Dial Back Return Expectations

As other research and data providers have noted, interest rate declines pretty much

How losing the British stiff upper lip can help preserve wealth for future generations - RBC

New study from RBC Wealth Management reveals the perils of failing to create and discuss inheritance plans

Global pension fund assets edge upward in 2016

Growth in defined contribution assets continued to outstrip that of defined benefit assets, with DC assets now accounting for over 48% of global pension assets, compared with around 41% in 2006.

The Connection Between Wellness and Retirement Savings

The converse also can be true, Financial Finesse indicates.

Trump's Two Huge Gifts To High-Caliber Wealth Managers

In the world President Trump is creating, increases in pools of financial assets will certainly benefit investment professionals.

Trump Cabinet's First World problem: omitting a few million here and there

They just omitted it in the inventory.

The Markets Will Collapse As Economic Realities Sink In

This game is run every election cycle. This time around it was just worse than usual.

FactSet Strengthens Global Wealth Management Offering, Agrees to Acquire Interactive Data Managed Solutions

FactSet is well positioned to expand with the services that IDMS offers

Why Family Office Consortiums Are Such Successful Investors

These arrangements are referred to as single-family office consortiums.

Data shows Asian PEs not sitting on record dry powder: Juan Delgado-Moreira

The most relevant bit of data here is effectively… the time it would take you to deploy the capital overhang.

Don't Get Sucked In by These 2017 Tax Scams

The IRS has issued a list of "Dirty Dozen" tax scams. Learn how to avoid them, to minimize headaches and keep more of your dollars in your pocket.

Billionaire Falcons owner says government should tackle wealth gap

Inequality is not the only thing on the billionaire's mind, even as his team heads to the Houston NRG stadium.

View from the UK: Schroders' David Docherty weighs up the market impact of the Trump administration

Trump’s energetic commitment to deregulation is highly market and economy friendly and is actionable through executive orders.

Nearly Half of U.S. Advisors Plan to Increase ETF Use in Preparation for New Regulatory Environment

The shift to passive reached a new plateau during 2016, witnessing flows of more than $500 billion.

Harvard University to cut endowment staff and outsource its management

Other layoffs will occur by the end of 2017, according to the report.

Why wealthy families lose their fortunes in three generations

In some cases, the money itself disappears, and in others it’s the family business that’s lost.

Comment, Analysis & Research