Managers of Wealth Americas

New Survey Finds Most Financial Advisors Don’t Understand Life Settlements

The Lifeline Program Teams with Penton’s WealthManagement.com to Produce Industry White Paper

Affluent Investors Focused on International News

The highest percentage of affluent investors surveyed (21 percent) cited “international news” as the stories in the media most affecting their economic outlook. This is up from 10 percent from November, when this question was last asked.

Why Will Deutsche Bank Fail the Fed’s Stress Tests?

Deutsche Bank and Santander’s U.S. units are predicted to fail tests in March because they won’t meet qualitative aspects of the review that weren’t included in the European tests

SS&C GlobeOp Forward Redemption Indicator: February notifications 3.64%

“Redemption requests increased for the month of February, but remain consistent with historical averages,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.

Growing Complexities of Asset Management Demand an Evolutionary Leap in Operating Capabilities - SEI

Study Cites Nine Challenges That Make Operations a Critical Factor in Business Success

BMO Private Banking Provides "Snapshot" of an Affluent Canadian's Retirement

The study also revealed that the vast majority (96 per cent) of affluent Canadians have an investment portfolio

Number of millionaires climbing across Ohio

The rising number of such households brings more wealth to the state

Millennial Family Clients Want to Keep Their Family's Advisors - FOX

The white paper identifies five themes that shed light on those expectations and provides eight recommendations for engaging Millennial family clients.

JPMorgan tops list of risky banks: government study

The study's numerical score is a measure of a bank's risk as a ratio of the total risk contained by a worldwide group of banks.

Study Finds Investor Bias Against ‘Foreign-Sounding’ Names

These kinds of behavioral biases are the ones that investors should try to overcome

Crisis benefits asset managers, pay catching up with investment bankers

Tighter regulation has curbed the ability of investment banks to trade with their own money while tougher capital requirements designed to prevent another crisis have reduced their revenues and profits.

Investors Exuberantly Bullish on Europe After Promise of ECB Action - BofA Merrill Lynch

Weakening Expectations in China Limit Impact on Global Growth Outlook

The Top ETFs Used by the Top Wealth Managers: Are They for You, Too?

Last year, the folks at Forbes listed the top 50 wealth managers ranking them by assets under management.

SS&C GlobeOp Capital Movement Index advanced by 0.63% in February

“Net flows were positive for the month of February, with capital activity in line with historical averages,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.

Hilliard Lyons’ Munn ranks in top 10 regional financial advisers

On Wall Street’s annual ranking includes 40 advisers across the country

Objectives-Based Investing May Help Investors Better Achieve Financial Goals and Enhance the Advisor-Investor Relationship - RESEARCH

Advisors adopting an objectives-based investing strategy can help investors maintain a long-term view of their wealth

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