Managers of Wealth Americas

Citi Launches Private Client Solutions Group for RIAs

In an effort to deliver access to the their institutional platform, Citi created this custom products and solutions group for retail advisors.

Oxfam’s ‘rich list’ includes some of the most generous men on earth on earth

This wealth concentration is up from last year, Oxfam says, when the charity’s researchers said that the top 62 billionaires were worth the same as poorest half the world.

Why this Wall Street powerhouse says women shouldn’t try to be like men at work

Years later, she is still the candid, direct speaker she was then, even if her subject has changed, from which stocks to buy or avoid to what women can do to improve their careers and their investment portfolios.

JPMorgan sees Brazil, Mexico politics posing risk for bank bonds

Current macroeconomic conditions have gained relevance for Latin American banks due to a correlation with political events

How to invest for the Age of Trump

The Federal Reserve in December raised its benchmark short-term rate for the first time in 12 months.

Steve jobs net worth 2017: trust continue to gain income in three ways

When searching online for the net worth of Steve Jobs for 2017, there is often a lack of data that gives definitive proof.

RESEARCH: Are billionaires feeling the pressure?

UBS/PwC Billionaires Report

Just 8 men own same wealth as half the world

The report outlines how the super-rich use a network of tax havens to avoid paying their fair share of tax

JPMorgan looks for big payoff from lead in deposit race

JPMorgan has grown deposits over the last five years faster than major competitors and twice as fast as the industry, according to analysts at Bernstein Research.

Trump’s protectionism does not worry China’s Asian Infrastructure Investment Bank

The AIIB was established a year ago to support infrastructure development in Asia

High-net worth investors on the defensive for 2017

HNW individuals are concerned that the equity market is getting toppy and due for a correction.

Women: An Untapped Market for U.S. Advisor Talent

Women remain outnumbered in financial advisor communities despite efforts to recruit more female advisors; only 16 in every 100 advisors are women.

Six Things Family-Owned Firms Should Know About Succession Planning

Among the chief goals of succession planning is providing continuity of management

Hightower: Searching for integrity in Trumplandia

Ivanka's multimillion-dollar line of clothing and accessories are sold through major national retailers

A.M. Best Affirms Credit Ratings of Lombard International Life Assurance Company and Its Subsidiary

The ratings reflect the Lombard Life Group’s competitive position in the privately placed insurance market, its low-risk insurance liability profile and its adequate risk-adjusted capitalization.

Report Finds Law Firm Leaders Showing More Economic Confidence in 2017

About a third of the firm leaders said they project demand for their services to grow less than 2 percent.

2016: A Year of Loose Ends and Wits’ Ends by Annie Catchpole, Scorpio Partnership

If you are a fan of the European Union, the Clintons or George Michael we know you probably haven’t had the best 12 months.

How Leading Financial Advisors Generate Affluent Client Referrals

Very often, when wealthy clients are asked and asked in the proper manner, they will come through with affluent investor referrals.

Would You Stay or Would You Go?

Just over half (54 percent) of Ultra High Net Worth investors would follow heir advisor compared with 49 percent of Millionaires.

Financial Advice Is Not Just Math

The number of student loan borrowers over the age of 60 grew

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