Managers of Wealth Americas

Views and perspectives relevant to emerging fund managers

KKR seeks stakes in hedge funds, credit firms

These Factors Can Increase the Value of Your Firm

Many owners of financial advisory practices don’t know what their firm is really worth and, in fact, many believe it is worth more than it actually is.

Convergent Wealth Advisors moves on after death and defections

Convergent manages about $8.6 billion in assets for wealthy individuals and families.

Male bankers beat females in hedge fund job hunt

Wall Street may not be the old boys club it once was, but breaking into the rarefied world of hedge funds is still easier for men than women.

James Gorman can leave Brian Moynihan in slow lane

Gorman, though, looks on track to lead his firm’s return on equity back above 10 percent.

BofA Merrill Lynch Fund Manager Survey Finds Investors Raising Cash While Cutting Commodity Allocations

Global investors are keeping faith with equities while raising cash as markets enter the volatile year-end period, according to the BofA Merrill Lynch Fund Manager Survey for December.

Frontier Markets Begin to Emerge

But for investors, frontier-markets funds have short track records and carry unique risks.

The Big Idea 2015: Inclusive Capitalism = A More Prosperous Capitalism

That change is the coming demographic shift.

Royal Bank of Canada Had an Impressive 2014; Can it Carry Your Portfolio Throughout 2015?

First let’s get to RBC’s Q4 results where it outperformed the pack and exceeded expectations by posting revenues of $8.38 billion

The Morning Ledger: U.S. Banks Relax Loan Standards

A federal regulator has warned that financial risk is finding its way back into the U.S banking system, in a similar vein to the years preceding the 2008 crisis

Americans Plan to Spend Average of $1,128 During the Holiday Season-BMO Harris Bank

Over sixty percent say they make impulse purchases

Investors: Does your advisor have a succession plan?

To that point, this should be a red flag for all investors who either have a financial advisor or are looking to hire one in the future.

State Street Ups Ante In European ETF Price Wars With Another Round Of Price Cuts

Earlier this week, State Street (NYSE:STT) announced plans to slash the expense ratios for two of its popular European exchange-traded funds (ETFs) by roughly 20%.

Bank of America Merrill Lynch Named Institutional Investor Magazine’s “Top Global Research Firm of 2014”

BofA Merrill Lynch Global Research won 260 total team positions – more than any other firm and three more than last year – in the 12 Institutional Investor research team surveys published this year.

Banks’ technology adoption not fast enough for some regulators

While technology is changing every aspect of banking operations, 77 percent of participants in a recent survey say the greatest impact will be on customer satisfaction and regulatory compliance.

Outlook for 2015 better than last year, but emerging markets are a worry for Fitch

Do you want the good news or the bad news?

JPMorgan And Goldman Sach's Investment Banking Divisions Are Poised For Success

This increase was driven largely by growth in the advisory and equity underwriting, which posted growth of 28% and 24% respectively, and was offset by declines in the debt underwriting segment of the division, which fell 16%.

Wall Street's 10 Biggest Winners Of 2014

With U.S. stocks and bonds rising ever higher, 2014 was a pretty good year on Wall Street. But for many big financial players it was not as great a year as you might expect.

Cerulli Projects RIA and Dually Registered Assets Will Reach 28% Marketshare By 2018

New research from global analytics firm Cerulli Associates predicts registered investment advisor (RIA) and dually registered advisor assets will reach 28% marketshare by year-end 2018.

Wealth Matters: On ‘alternative investments,’ be aware of risks

“If it sounds too good to be true, it probably is.”

Comment, Analysis & Research