Managers of Wealth Americas

Fund managers eye bumper inflows over next 5-yr

When you recognise that relatively recent net new money growth rates for the overall industry have been in the range of 3 per cent to 5 per cent

Here’s Why Everyone’s Wrong About Big Banks

GOBankingRates investigated why more Americans like big banks now

Cybersecurity Is Advisors’ Hottest Compliance Topic: IAA Survey

‘Many advisors still have work to do to develop their cybersecurity programs,’ says IAA’s Grossman

Surprise! Wealth Managers Who Ask Their HNW Clients for Referrals Get Them

However, only 30% of respondents reported being asked for referrals by their wealth managers at least once a quarter.

Wealthy People: Hate the Politics but Love the Economy

A sign that things have improved is that 45% of high-net-worth investors say they are willing to take a significant risk

Dovish Fed risks liquidity bubble by Keith Wade, Chief Economist at Schroders

With US non-farm payroll figures released today, Keith Wade, Chief Economist at Schroders, comments on how faster falls in the unemployment rate could risk a future liquidity bubble, making the case for normalisation of rates.

Why new fund managers can beat those with experience

America’s Wealthiest Living Entrepreneurs

These pioneering individuals – through their ingenuity, dedication and entrepreneurial prowess – have blazed their own trails in the “land of opportunity”, making their own fortunes over the course of their lifetimes.

As Hedge Funds Go Retail, Communications Is Key

Launching a 40 Act fund is not a simple process.

More Investors Expect to be Overweight Commodities a Year From Now

A new survey from Credit Suisse shows that a rising number of investors expect to be overweight commodities a year from now, with fundamentally based directional trading remaining the best way to maximize returns.

2039: An investment space odyssey

Investing was far different in 1989

Wealth Managers Who Ask for Referrals Double Their Chance of Being Recommended by Clients

Futurewealth Report Uncovers What It Takes for High-Net-Worth Individuals to Recommend Their Wealth Managers

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.”

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