Managers of Wealth Americas

The Valuation Analyst’s Role in U.S. Tax Court Trials

The analyst must be able to demonstrate oral and cognitive abilities during cross-examination, redirect examination and rebuttal testimony.

Time to Bounce Back?

Members of the Trusts & Estates Investment Committee held their annual meeting to discuss significant developments in 2014 and how the market will play out.

Offshore Tax Crimes Scorecard: Bankers, Lawyers, Advisers

The U.S. Justice Department has a mixed record of success in prosecuting offshore bankers, lawyers and advisers accused of helping U.S. taxpayers cheat on their taxes.

Bernie Sanders: Destroy the big banks before the big banks destroy you

Sanders, who has signaled he may run for president in 2016 to offer a true progressive alternative, said he would introduce legislation at the start of next congressional session to break up the largest investment banks.

The Year of Financial Advisor Transformation

As we enter 2015, the S&P 500 is likely to be up over the last year (up 10 percent as of Dec. 11, 2014).

Challenges and Opportunities for the Wealth Sector in the US 2014-2018

The report focuses on HNWI performance

Managed Investment Assets Projected To Reach $6.7 Trillion In 2018: MMI

The Money Management Institute, the national association representing the $3.8 trillion managed investment solutions and wealth management industry, today released selected findings from a proprietary survey of industry growth trends published in it

The Most Important Question To Ask Your Financial Advisor

Whether you already have a financial advisor or are now looking to hire one, you want someone who has your best financial interest at heart.

Wealth Adviser: Will Advisers Be Blamed for the Next Crash?

Taking advantage of investors’ hunger for yield, brokers who sell their clients nontraded REITs, load-bearing fixed-income mutual funds and other expensive products are driving us toward the next financial meltdown

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

Comment, Analysis & Research