Managers of Wealth Americas

Banks look to invest in FX again as scandals fade

After two years of scandal, job cuts and regulatory upheaval, there are signs that banks are ready to invest again in one of their biggest cash cows, foreign exchange trading

J.D. Power Ranks Full-Service Firms

J.D. Power's latest survey of investors working with financial advisors shows their overall level of satisfaction is unchanged from last year at 807 on a 1–1,000 scale

Mayweather’s Net Worth Set To Rise By 37% To US$330 Million After Beating Pacquiao

The match is the richest in boxing history, with the fighters sharing a purse expected to total US$300 million, although the exact figure is unknown. The purse split is 60-40 in Mayweather’s favor.

Fewer Michigan advisers on Financial Times' annual ranking in 2015

Zhang and Lund made the list in 2014.

Attention U.S. Expats: Take This Quiz

Jonathan Lachowitz of White Lighthouse Investment Management devised a quiz and scoring system to help U.S. expats choose and evaluate financial advisers.

Big Banks Profit While Main Street Suffers

The big banks have been the chief beneficiaries of the Fed’s easy monetary policy since the start of the financial crisis.

When Self-Made Millionaires Engage Business Coaches

The “best” of them have joined the ranks of the super-rich

No champagne for new Nasdaq record but advisers take heed of history

Limits of diversity, wisdom of taking profits and importance of rebalancing are top lessons learned from bursting of the dotcom bubble 15 years ago

Under the bonnet of discretionary & multi-manager allocations

Discretionary and multi-manager portfolios have trimmed exposure to US and UK equities in favour of Europe

Vanguard, Goldman Sachs agree that advisers face tall order in picking alts fund managers

Diametrically opposed firms find common ground on importance of manager selection, differ on value of hedge funds

RBC Capital Markets identifies ideal candidates for pension risk transfers

RBC Capital Markets, in its report “Pension risk transfer: Despite lower rates, still a huge opportunity,” identified 210 companies with $853 billion in projected benefit obligations that could be good candidates for pension risk transfer.

Threshold Group Creates Goals-Based Impact Investment Research Services

Our priority is to direct a portion of investments to benefit entrepreneurs and small businesses

Wealth-X Reveals: Hollywood’s Top 10 Art Collectors

In conjunction with the start of the US art season, Wealth-X today released a list of Hollywood’s top 10 art collectors, which features Tinseltown titans such as Star Wars director George Lucas and blockbuster actors Brad Pitt and Leonardo DiCaprio.

USA: The return of reasonable market optimism - LGT Capital Partners

The Nasdaq has finally closed above its historical March 2000 high, becoming the last major US equity index to break through into record territory.

Contradictions in Investor Behavior on Balancing Reward with Downside Risk - RESEARCH

State Street Global Advisors released global research today that highlights significant contradictions in investor behavior

North American Consumers Overwhelmingly Trust Banks to Securely Manage Their Personal Data, According to Accenture Report

Majority of consumers would not switch banks if their local branch closed; Millennials switch banks twice as often as other consumers

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