Managers of Wealth Americas

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

A hedge fund manager shares the 10 things that could surprise the market this year

Another bold call of his is that the US dollar is on its way to being dethroned by the Chinese yuan as the world's reserve currency.

The 50 richest people on earth

Its latest ranking of the world's billionaires found that 29 of the top 50 hail from the US and nearly a quarter made their fortunes in tech.

The Personal Advisor: A Growth Model For Attorneys

Transactional work – which characterizes much of the legal world – is replaced with ongoing retainer arrangements complemented with project work.

The Personal Advisor: A Growth Model For Attorneys

What is clear is that the most successful including the ultra-wealthy often find the Personal Advisor model highly appealing.

Institutional Investors Warn of Increasing Correlations, Finds Natixis survey

Most (95%) institutional investors are to some extent incorporating ESG strategies.

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