Managers of Wealth Americas

Wealthsimple founder is a ‘boring’ investor with a high-risk strategy

Wealthsimple founder Michael Katchen was barely a teenager when he discovered the ups and downs of investing.

Banks trumpet bumper year of ‘elephant’ takeover deals

It looked like 2015 would break all merger and acquisition records – and it did

This Secret Document Reveals One Big Bank's Crazy Marijuana Plans

A prospective investor who received the report last week recently shared it with Goldstein.

Why J.P. Morgan, BAML and Citi think 2016 will be a GOOD year for surviving fixed income traders

Believe it or not, the big US banks are actually pretty upbeat about the prospects for their fixed income trading businesses next year.

This Is a New Favorite Cause of the Super Rich

A new study on the habits of billionaire philanthropists.

Product Silos Collapsing Into Singular UMA Platform

Sponsors no longer require a distinct product management team to think about the promotion, positioning, and pricing of each managed account product.

Holidays offer chance to flaunt wealth – and alarming reminder of inequality

While the country’s richest are mulling over gifts like safaris and submarines, they are missing the threat that the wealth gap poses for the US as a whole

Grab Your Wallet: RIA Buyers And Sellers Gear Up for Busy 2016

They see the average RIA growing at 15% plus in a minimally capital intensive business, and baby boomer demographics driving the need for financial and estate planning advice.

US Tri-Party Reform Is Just The First Step In The Evolution Of Wholesale Funding Markets, According To New Joint BNY Mellon-PwC Study

The research clearly supports the conclusion that collateral connectivity is one of the most notable and identifiable long term trends in the repo market that firms should begin to understand and plan for now.

Return of Value Investing on Rising Rates, Risks and Earnings - BofA Merrill Lynch Global Research

Glass Half-Full: Bullish on Stocks, Not Sectors

Single Family Offices Report Private Equity is Outperforming Their Other Assets

Earlier this year, The Global Family Office Report 2015 found private equity to be the best performing asset class in single family office portfolios

Proving Worth - OppenheimerFunds and Campden Research

The first study to examine the needs and intentions of the next generation of wealthy families in North America.

America’s Billionaire Entrepreneurs Give Nearly US$180 Million In Lifetime, More Than Other UHNW Donor Groups

Wealth-X records more than 211,000 UHNW individuals globally with at least US$30 million in net assets.

The best and worst jobs in investment banking in the US, UK and Asia

London bankers, particularly employees at Credit Suisse and Deutsche Bank, are most at risk and – in theory – global investment banks have lost their appetite for expansion in Asia.

Why one private equity firm sees gender equality as a competitive advantage

For TSG Consumer Partners, seeking gender balance is not just the politically correct thing to do – it's also profitable.

Bank of America Merrill Lynch named “Top Global Research Firm of 2015”

They also help us attract and retain top talent

Rise of Robos Push Advisors to Reposition Practices

But advisors also say they’re interested in adding automated services to streamline aspects of asset management and portfolio construction.

2015 Broker Report Card: Advisor Satisfaction

Advisor satisfaction in their firms’ overall technology rose from 7.8 to 7.9 (out of 10) this year.

2015 Broker Report Card: How National Brokerage Firms Stack Up

This matters as national brokerage firms compete not only with each other, but with newer business models and support structures

The Myth of Robo-Advice: Digital and Human Delivery Converge

According to new research from global analytics firm Cerulli Associates, the concept that digital advice is devoid of human mediation is myth.

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