Managers of Wealth Americas

The Goal In Life Isn't To Be The Richest Guy In The Graveyard

The financial advisory industry is in the midst of a generational change as a large chunk of advisors are set to retire.

Sallie Krawcheck Was Right About Breakaways

Top producers remain on Wall Street for three reasons, although there are indications this could change over the next few years.

Cerulli Expects IRA Market Will Account for 35% of Total Retirement Market Assets by 2018

"The lack of widespread use of in-plan retirement income solutions means assets accumulating in a defined contribution (DC) plan will eventually shift to an IRA," states Bing Waldert, director at Cerulli.

Majority of Fund Managers Think Investors Still Won't Be Engaged in AIFMD Considerations by 2015 - Northern Trust

More than 50 percent of fund managers, prospective clients and consultants attending a recent Northern Trust seminar on the European Union's Alternative Investment Fund Manager Directive

Did anxious City traders trigger the global recession?

High levels of stress hormones can lead to decreased risk taking

ETF Use Among RIAs Has Grown Nearly 27% Annually Over Past 5 Years

"The allocation to ETFs among RIAs grew 48% from 2011 to 2012," comments Kenton Shirk, associate director at Cerulli. "The RIA channel is an extremely attractive opportunity for asset managers."

Hobart Financial Group Reviews Obama’s Proposed “myRA” Retirement Savings Plan

Following an article published by CBS News, Hobart Financial Group, a leading wealth management firm, reviews the new “myRA” plan and how it could impact American retirees.

Buffett's hedge fund strategy leaves much to be desired

Active strategies, diversification work and are necessary

State Street Global Advisors Study Finds Appetite Growing Among Institutional Investors

More than 60 Percent of Investors See Advanced Beta as Viable Alternative for Active Management

Withers produces the beginner's guide to US charity rules

Withers' partner Kristin Konschnik and associate Jaime McLemore have authored a guide for charities targeting the valuable US fund-raising market.

Wealthy neighborhoods fuel materialistic desires, study says

Where you live could affect whether or not you spend compulsively, according to new research from San Francisco State University published today in the Journal of Consumer Culture.

Banking on the Dog and the Frisbee

The nuclear and banking industries share a common feature.

Asset Managers Shifting Away from Salesforce Channelization

More than 50% of asset managers report moving away from organizing their salesforce by channel

Merrill aims for 30% profit margins, but at what cost?

Analysts say drive for profitability could put advisers in an uncomfortable situation

Krawcheck Says Women on Wall Street Have ‘Gone Backwards'

The former Bank of America Corp. and Citigroup Inc. executive, said women haven’t climbed Wall Street’s corporate ranks after the 2008 credit crunch because men tend to hire people like themselves when facing a crisis.

Neuberger Berman Rises From the Ashes

Caught in the bankruptcy of parent company Lehman Brothers, the 75-year-old asset management firm has returned to its partnership roots.

IRAs Comprise Nearly Half of an Advisor's Book of Business

New research from global analytics firm Cerulli Associates finds that on average, nearly half of an financial advisor's book of business is comprised of retail individual retirement accounts (IRAs, SEP).

Value, in four charts by Tim Price

Fed and ECB policies aim to reassure financial market participants rather than keeping them guessing. In the “good old days”, before quantitative easing, forward guidance and zero real interest rates, investors, asset managers, traders and ban

Are we entering the third phase of the Great Financial Crisis?

Ambrose Evans-Pritchard answers your questions about the global economy amid tightening in the US and China, ECB inaction and emerging markets turmoil

A Lesson for Today’s Shadow Bankers—From 1763

Jamie Dimon’s JPMorgan Chase and Gerald Hassell’s Bank of New York Mellon could learn a thing or two from a financial crisis that occurred some time ago—in 1763, to be precise.

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