Managers of Wealth Americas

Happiest Advisors Have Clarity

Foy also notes that while advisors value being paid commensurate with their performance, they also put a premium on the transparency of their compensation packages

Three ways to incorporate impact investing in an institutional portfolio: RBC Global Asset Management White Paper

A new white paper by RBC Global Asset Management (RBC GAM) in the U.S., Senior Portfolio Manager Scott Kirby explores several straightforward impact investing approaches institutional investors can implement in their U.S. fixed income portfolios

Why Rich Families Lose Their Wealth

Psychologists specializing in 'sudden wealth syndrome' acknowledge that heirs, like lottery winners, tend to blow their windfall

Stepping out of the shadow of the crisis: three transitions for the world economy by Jaime Caruana, General Manager, BIS

This year's Annual Report offers our views on current challenges and aims to examine policies that might help us step out of the long shadow of the crisis. Our approach is to seek a long-term perspective with a view to shedding light on both the buil

Time to step out of the shadow of the crisis, says BIS in 84th Annual Report

To return to sustainable and balanced growth, policies need to go beyond their traditional focus on the business cycle

16 Moments of Pride for LGBTQ Philanthropy

For every $100 dollars U.S. foundations award, LGBTQ issues receive 24 cents.

How to succeed in (the) business: 5 tips from top wealth managers

The simple idea of charging a fee and not being paid based on the actions or products you recommend was a novel concept in the retail investment market, and it has paid off in spades.

The Global Entrepreneurial Report: Emerging Wealth 2014

Oracle Capital Group has just launched “The Global Entrepreneurial Report: Emerging Wealth 2014.”

Ethnic Breakdown Shows Financial Attitudes and Concerns of African-American, Asian and Hispanic Investors

Additional insights from the Ethnic Segmentation Series report are available at Spectrem.com and Spectrem's Millionaire Corner

New ProxyPulse Report Reveals Decreased Shareholder Support for Executive Compensation

Latest edition shows declines at mid-cap, small-cap and micro-cap companies

Manulife Asset Management Ranked Among World's Largest Money Managers

Manulife Asset Management is now ranked 30th among the world's largest money managers, with total worldwide institutional assets under management of US$263.4 billion, according to Pensions & Investments' 2014 annual rankings.

"The US economy didn't just halt... it hit reverse" - Nancy Curtin, CIO Close Brothers

We expect ongoing further forward guidance to prevent the eventual normalisation of interest rates from being a bombshell to investors, but a change in policy isn’t likely in the short-term

Retiring Boomers Impact IRAs - Total Assets Exceed $6.5 Trillion as 2013 Rollovers Added $324 Billion

"We anticipate that IRA asset growth will continue through the remainder of the decade as defined contribution assets continue to roll into individual accounts," explains Shaan Duggal, analyst at Cerulli.

Key Trends in Wealth Management Business Practices - RESEARCH

The report identifies the business practices of top advisors, common obstacles to growth and how investment advisors are leveraging new technology.

US in the Goldilocks zone - Coutts Global Markets Weekly

Recent minutes and statements from the major central banks reveal that the US economy is in the Goldilocks zone – not too hot (think UK housing), not too cold (think eurozone deflation threat), but just right.

Wealthy individuals from the most entrepreneurial countries tend to remain in their homelands

New report ranks world’s most entrepreneurial countries

Why Investors Choose to Invest In Hedge Funds and How They Measure Performance - RESEARCH

London-based research firm Preqin today released a special report "The Real Value of Hedge Fund Investment," offering new, comprehensive data on the goals institutional investors set for hedge fund allocations and how they measure a fund's

Modern American Family Dynamics Complicate Wealth Management

Based on a nationwide survey of 680 U.S. high net worth individuals with $3 million or more in investable assets, the annual study finds that changing family structures, multi-generational and extended family circumstances, evolving gender roles, and gene

CME Group and BarclayHedge Honor Managed Futures Leaders at Third Annual Managed Futures Pinnacle Awards

Last night CME Group and BarclayHedge recognized managed futures industry leaders at the third annual Managed Futures Pinnacle Awards.

BofA Merrill Lynch Fund Manager Survey Finds Investors Regaining Risk Appetite

But Below-Trend Growth & Over-Valuation Cause Concern

Comment, Analysis & Research