Managers of Wealth Americas

It's looking like a tough year to be an investment banker

These are tough times for bankers. After weathering turbulent markets earlier this year, many now wonder whether they'll still have a job by the end of the year.

Momentum Building in U.S. Impact Investing Market

The March 2016 issue of The Cerulli Edge - U.S. Monthly Product Trends Edition explores growing investor interest in impact investing in the United States.

Number of U.S. Securities Class Action Settlements at Highest Level Since 2010

“The increases in case filings may suggest that higher numbers of settlements will persist in the near future. While settlement volume fluctuates from year to year, the size of the typical settlement tends to remain fairly consistent.”

Wealthy Young Americans' Approach to Philanthropy Mirrors the Ultra-Wealthy -- SEI Survey

New data released by SEI indicates that when it comes to philanthropy, the youngest high-net-worth Americans share habits and attitudes with the wealthiest individuals and families in the country.

Why Single-Family Offices Invest In Private Equity Funds

Single-family offices are solid investors in private equity, including funds and direct investments into companies.

Financial Repression Is Here To Stay

The negligible interest rates are meant to be stimulating the economy.

America Is A Tax Haven, And It's Not Ben Carson's Fault

Numerous reports say that the world’s favorite tax haven is the United States.

Someone's Missing From Most Family Offices

If you’re not managing the insurance needs of your high-net-worth clients, you’re missing a critical role that the family office should play

Digitally-Enabled Advisor Practices Grow Assets More Quickly than Other Advisor Practices

By comparison, just over 50 percent of traditional advisors reported growth of 5 percent or more.

Argentina shows Brazil the way to restore confidence - Schroders

Resolution of the political crisis is universally regarded as a pre-condition for a return to growth, though opinions varied on the likely timescale.

Three Quarters of Investors Demand Increased Levels of Transparency on Private Equity Performance

Private equity assets under management reached a new high of $2.4 trillion in June 2015.2 Alternatives are seen as key to boosting returns, with 46 percent of asset owners planning to increase their exposure.3

Eight Predictions for the Future of Online Brokerages

In his latest analysis, he showed how five firms – Fidelity Investments, Charles Schwab, TD Ameritrade, E*Trade Financial and Scottrade – are dominating the space in terms of clients, accounts and assets under management, and that will continu

FOR decades looking after other people’s money has been a lucrative business

Consumers are finally revolting against an outdated industry

Asset Picks From Top Wealth Management Firms

Why wealth managers are telling clients to avoid dramatic portfolio changes.

The 1 Percent Ladies: Wealthy Women Drive Wave of Luxe Travel

These include holidays that focus on "wellness" and can be combined with business or voluntary work, according to data provider, WealthInsight.

Schmoozing The Inner Circles Of The Super-Rich

Digital Forum, which launched the Family Office Association earlier this month, is one such group, offering investment professionals who work with family offices the opportunity to e-schmooze with peers

Almost One in Five Seniors Has Been Hit by Financial Swindles

The latest survey was based on information provided by 3,672 people, including 2,257 senior citizens and 703 adult children with at last one parent over 65.

Wells Fargo tops list of commercial/multifamily originators for 2015

The top five lenders in 2015 were Wells Fargo, JPMorgan Chase, Bank of America Merrill Lynch, Key Bank and Capital One Financial Group, according to the report. Wells Fargo topped the list in total origination volume.

Wall Street's 0.01%: An inside look at Citi's secret client list

And with the rise of this 0.01 per cent, one thing is clear: Even on Wall Street, the divide between the privileged few and everyone else is growing -- and fast.

Most Women Feel Misunderstood by Investment Industry

The study uncovers seven myths about women and investing that prevent the industry from seeing the female investor

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