Managers of Wealth Americas

Sanlam Private Wealth 2017 Outlook

While most people would prefer to close the door on 2016 and never look back, the reality is that the drama of last year is yet to fully unfold.

A maverick hedge fund billionaire thinks Trump will ignite the US economy’s “animal spirits”

He’s amassed his riches by studying financial and economic trends and understanding how they fit together, according to a 2011 profile in The New Yorker.

FIS report reveals changing chemistry between funds and investors

Hedge funds need to strike the right balance between macro pressures and the often differing needs of its clients if they are to survive, according to a new report by FIS, a specialist in financial services technology.

Past Perfect, Future Tense: Global Hedge-Fund Industry in Charts

Trump’s election victory bolstered returns -- reversing the fortunes of some funds -- and showed signs of being a boon going forward.

US Equity is Center Stage but European Managers Must Stay Focused on Fee Pressure in 2017

Cerulli says that in the aftermath of the market ructions caused by Trump's election, one trend stood out: passive funds fared best.

Trumponomics and the consequences for the policy mix

Our analysis suggests that the monetary policy environment which has been so accommodative for such a long time will start normalising, while restrictive fiscal policies will start to loosen. This evolution of the policy mix will have major consequences i

St. James’s Place – “A financial tale of two New Yorkers”

The relationship between the White House and the Federal Reserve should be uncomplicated,

M&A trends report 2016, year-end edition

In the midst of accelerated mergers and acquisitions (M&A) activity at the end of 2016, we asked 1,000 corporate and private equity investors what to expect in the year ahead.

Predictions for FINRA's 2017 priorities

The hefty fine levied against UBS due to its failure to report, or incorrect reporting, of an estimated 7.59 million over-the-counter options positions from 2010 to 2015, is just one example of this strict enforcement in action.

Nearly Half of Insurers Feel DOL Conflict of Interest Rule Would Positively Impact Sales of Fee-Based Annuities

Insurers' responses to new the regulatory landscape will significantly impact the future of VA and FIA sales. "In order to ensure future relevance, insurers must examine both the pricing and positioning of their products," explains Donnie E

John Hancock Investments expands its sustainable investment lineup, launching two new ESG funds

The new funds, which offer exposure to the fixed-income and international equity markets, complement John Hancock Investments' existing U.S. equity-focused ESG funds.

Wealth Adviser Daily Briefing: Answering Clients’ Rising-Rate Questions

Curated news and analysis for wealth advisers and their clients from WSJ reporters and columnists and beyond

How J.P. Morgan stole 90% of the MRF market

J.P. Morgan Asset Management quietly captured nearly all of the China-Hong Kong Mutual Recognition of Funds market.

Volatility top concern for global institutional investors in 2017 – survey

Institutional investors preferred active management over passive

Major Giving Reaches an All-Time High

Ultra-Wealthy Individuals Donate Nearly US$30 million Over the Course of Their Lifetimes

Many Americans Feel in Better Financial Shape, Although Economic Concerns Linger

Fidelity customers can also obtain more information at the Fidelity Planning & Guidance Center.

Investors hike allocation to banks as global growth optimism grows

Investor expectations of global growth have jumped to 19-month high, says a BofAML survey

Top Four Ways Employees Use Proceeds From Company Stock Purchase Plans

Saving for a “rainy day.” Eleven percent put the money in an emergency fund.

Wall Street Banks Should Sharpen Their Knives

Even the boom in Chinese acquisitions offshore isn't a clear-cut winner, although Wall Street does still reign when it comes to advising Chinese corporations

Advisors Expect to Accelerate Use of ETFs, Smart Beta

When asked to rate the most important traits to consider when selecting an ETF.

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