Managers of Wealth Americas

Morgan Stanley's Underappreciated Piece

The key drivers of Morgan Stanley's earnings have drastically changed over the past several years.

Some financial advisers abandon asset-based fees

Financial adviser James Osborne had an "aha!" moment when a client discovered that his single largest expense was the $40,000 asset management fee on his $5 million portfolio

Mercer identifies 10 priorities Wealth Management Firms should consider in 2015

Mercer has identified 10 priorities that wealth management advisors should consider to best serve their clients in 2015, and to help them stand out in an increasingly competitive environment.

Affluent Investors Consider Wealth Management

Wealth management services are too expensive to many affluent investors.

Northern Trust Survey: Investors Increasingly Demanding Regulatory Compliant Products

More than a quarter of fund managers and consultants surveyed at a Northern Trust seminar on regulation said they believed investors in funds are now demanding products fully compliant with new regulations.

Three Characteristics of Top-of-the-Line Wealth Management

Successful wealth management entails a collaborative relationship between an individual (or family) and the highly specialized professionals

Teaching The Wealthy To Fight Back

When it comes to the wealthy protecting themselves and their loved ones, the logical set of actions is to carefully evaluate their situations and install the appropriate safeguards.

Will 2015 see more women on corporate boards?

This year, companies whose shares trade on the TSX must explain what actions they’re taking to recruit women directors and senior executives

The Greater Success Of Extroverted Single-Family Offices

That’s not to say that the other four are failing.

Regulatory predictions for 2015

Davis Polk lawyers believe Volcker rule will dominate first half

Family Office Report Card

Wondering how your family office stacks up against others around the world?

Baltimore's top banking executives seeing green in 2015

Banking leaders are feeling good about the Baltimore-area economy heading into 2015.

15% increase in high net worth individuals

The study released by Wall Street Journal’s brand partner Sotheby’s International Realty, confirmed the importance of lifestyle as a factor in a real estate purchase

Some stewards of wealth treasure family bonds more

Unlike many families that lose touch as time and distance separate them, these fortunate families have used their histories to stay together or at the very least, guide them as they make their own way.

Mutual funds are getting richer

Yes, they are getting richer; particularly in the case of fixed-income funds whose performance has been far-fetched lately.

Gap between market fortunes of BRIC countries widens

Combined market capitalisation of Chinese and Indian stocks stands at US$5.2tr more than that of Russia and Brazil as economic gap widens

Bankers may be more dishonest

The banking industry seems to bring out dishonesty in people

The second most powerful banker in America

Stanley Fischer came to the Federal Reserve in the spring with a higher profile than any vice chairman in the 100-year history of the institution after leading Israel’s central bank and holding top jobs at the International Monetary Fund and World B

What luxury marketers should expect in 2015

In 2014, luxury brands had a positive year as marketing strategies saw influence from research results, and in 2015 researchers are predicting a forward-looking outcome as new marketing plans are implemented into a more stable economy.

The best hedge funds for 2015 are...

Critics love to hate hedge funds' relatively high fees, low performance and secrecy

Comment, Analysis & Research