Managers of Wealth Americas

Fiduciary September and What’s Possible

The speakers at these events reaffirmed already-established views, but they also did more.

The Big Picture: Wealth and Estate Planning in Argentina

Individuals in Argentina used to keep their financial assets in foreign banks and companies

The Billionaire Guide to World Growth

Rankings of the wealthy are fun to read, but how the rich prospered can tell us much about a country’s health

How women are different from men, financially speaking| Wealth Management

Everyone wants financial security. Yet women often face financial headwinds that can affect their ability to achieve it.

Banks Need to Examine Resource Allocation

A new report from Cornerstone Advisors looks at the evolution of delivery channels by 2020.

Washington's new wealthy: Women and private sector entrepreneurs

Among high net worth couples nationwide, women now enter the relationship with equal or greater financial assets as their spouses

Typical uber-rich philanthropist donates $25mn during lifetime

However, the report reveals that UHNW philanthropists are expanding their philanthropic approaches and activities, shifting from major giving towards self-sustaining projects and entrepreneurialism.

Advisor Usage by Wealthiest Investors

The wealthiest investors are more likely than those less wealthy to use Full Service Brokers as their primary advisor.

Family Office Exchange Launches 2014 Wealth Advisor Benchmarking Study

Participation is open to any firm that provides a combination of planning and investment advisory services to ultra-wealth firms - See more at: http://globenewswire.com/news-release/2014/09/30/669549/10100388/en/Family-Office-Exchange-Launches-2014-Wealth

Broadridge issues study: Operations power performance: Managing risk and delivering value

Broadridge Financial Solutions, the provider of investor communications, technology-driven solutions and data and analytics, has announced the findings of a global survey of more than 400 executives assessing recent operational changes among financial ins

Google plans to shake up investment industry

Global technology giant Google is investigating ways to disrupt the investment industry, it has emerged.

Google study heightens fund industry fears

Google has commissioned research on how it could enter the asset management industry, adding weight to widespread fears in the fund sector that the world’s biggest internet companies could destroy the livelihoods of established fund houses.

America's Richest Hedge Fund Billionaires

Robbins, 44, founder of Glenview Capital Management, has been one of the hottest hedge fund managers in the last three years.

Culture matters: Business performance follows culture

One firm that gets the link between culture and performance is the Canadian wealth management business, RBC. A market leader based on assets under care, RBC Wealth Management Canada views culture as a strategic enabler.

What This Huge George Soros Mistake Can Teach You

Soros' philosophy toward asset management revolves around the scientific method

New York City Has The World’s Largest Billionaire Population, But Asian Cities Dominate Global Top 20 List

The combined wealth of the world’s billionaires increased by 12% to US$7.3 trillion

US Demographic Changes May Buoy Country's Growth

US residents not only live longer than they did in the past. They also live differently, with many people working longer.

Shifting to the Center: Financial Planning is the Hub of Wealth Management - Sungard

Nearly seven out of ten high-net-worth clients don’t currently have a financial plan, yet the majority of clients in North America use financial planning services more than any other provided by their wealth management firm.

JPMorgan tops investment bank league table in first half

The result, which is closely watched by the industry, puts JPMorgan on track to keep its top slot in the full-year league tables. It has ranked first since Coalition began publishing its rankings in 2010.

'Calculated Aggression' Distinguishes the Best Firms from the Good Firms, Pershing Study Says

Top-Performing RIAs Implement Offensive Positions to Yield Exceptional Growth Results

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