Managers of Wealth Americas

Here's What Should Really Scare Investors About Bank Stocks

Corporate lending is shaky and the rest of their business lines are slipping as well.

Why investors are freaking out over European banks (again)

Credit Suisse is also under fire, with the cost to insure its debt doubling.

Lost at Sea: Why FINRA’s Lack of Formal Guidance to CCOs Could Leave Them Adrift in Dangerous Regulatory Waters

Odysseus’ dilemma sprang to mind as I listened to a presentation last week from a panel that included a FINRA attorney meant to provide guidance on situations where FINRA will target an individual employee in addition to or instead of the offending

White Paper Showcases Five Things Blockchain Must Get Right in Order to Transform Payments

DH Corporation has released a white paper showcasing five things that the banking industry must get right with regard to blockchain in order for it to transform the payments landscape.

Billionaire founder of the world’s biggest hedge fund deny report of rift at the Hedge Fund

But what is now going on at the top of the firm — long popular with public pension funds and sovereign wealth funds — is something of a mystery.

Houlihan U.S. M&A Head Gregg Feinstein Dies

He was co-founder of small investment bank Berenson Minella & Co. and previously worked at Merrill Lynch and Lehman Brothers Kuhn Loeb.

How millionaires are investing in 2016

About one-fourth is likely to invest in certificates of deposit and fixed-income investments.

Morgan Stanley's new president cements role as enforcer-in-chief

Kelleher's role as enforcer-in-chief at Morgan Stanley was solidified last month

Fidelity Finds Many RIAs Clueless About Their Valuation

The top performers also had a better idea of how to determine their value, with 75% of them having specific mechanisms in place that also included demographic analysis, compared to 61% of the respondents overall.

Higher Fees Won’t Spook Most Advisory Clients: SEI

Among the mass affluent investors, 22% said they would not say or do anything and would stay with their advisor.

Three quarters of high-net-worth individuals plan to invest more in 2016

14 per cent responded No and 10 per cent did not yet know.

US M&A market in 2015 - White & Case

US deal values at a record annual high at US$1.98 trillion

US private equity firms target European investments

The increase in foreign investors looking to target European assets came as private equity markets heated up across the globe.

State Street’s GX Private Equity Index Drops in Q3 2015 for the First Time in Three Years

Despite Dip, New Research Verifies Asset Owners’ Continued Interest in Private Equity Investments

What it takes to work in M&A for Boston Consulting Group

They both compete for a similar band of elite graduates and both are ushered into large companies at times of broad strategic change.

SEI Study Examines the Changing Fee Model Through the Eyes of Advisors and Investors Marketwired

Gaps in the Fees Conversation Inhibit Demonstration of Advisory Value

Wealth management expert says 2016 will be a lack luster year

Carl Carlson and Kiley talked about the importance of saving early and often for your retirement and the volatility of the stock market early on.

2016 trends shaping capital markets and Alternative Investments

Ever-evolving regulatory landscape, Big Data challenges and adapting cloud solutions continue to shape priorities for financial services companies

J.P. Morgan Asset Management has released the latest installment of its Ready! Fire! Aim? research series

An ongoing study that was the first in the industry to examine how the relationship between target date fund glide paths and participant behavior might shape long-term defined contribution (DC) portfolio outcomes.

This is how to diversify your investments as hedge funds do

Managed futures mutual funds enable you to bet for and against stocks, bonds, currencies and commodities

Comment, Analysis & Research