Managers of Wealth Americas

6 Smart Things Heard at Raymond James Women's Symposium

At last week's Raymond James Women's Symposium, almost 300 female advisors from Raymond James' Private Client Group

Wealth growth in U.S. pushes global household wealth to $263tln, 20% above pre-crisis peak

The Number of Ultra High Net Worth Individuals Has Grown

Investors boost hedge fund holdings in August - SS&C

The gross return of the SS&C GlobeOp Hedge Fund Performance Index for September 2014 measured 0.24%.

Evercore ISI Deal May Be Wave of the Future

Investment banks and independent research providers can become stronger by joining forces.

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

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