Managers of Wealth Americas

Getting wealth, power the private equity way

But only if one has the connections to join a very large brand-name private equity fund that can use debt to skew returns for insiders

SEI Survey: Majority of Advisors Cautiously Optimistic About Economic Growth

The group of advisors surveyed at the SEI national conference was evenly distributed from across the country. Half have been financial advisors for more than 20 years and 71 percent manage more than $150 million in assets.

Study highlights gap in wealth, assets among racial groups

What’s in that designer handbag?

Financial advisors misread cleint behavior, should focus on three key areas - Ernst & Young

Firms are responding to these forces by transforming their operations in seven ways, detailed below. They understand that standing still is not an option if they hope to compete successfully

Millionaires reveal their top five past investing mistakes

In the global deVere Group survey of 880 high-net-worth clients, when asked to reveal their number one investing mistake before seeking professional advice from deVere, 23 per cent cited failing to adequately diversify their portfolio.

Canada’s banks face headwinds in U.S.

Even as the U.S. economy kicks into a higher gear, the mortgage business remains slow

2014 Internet Trends

Data behind the rapid growth in sensors, uploadable / findable / shareable data, data mining tools and pattern recognition

Passive Momentum Continues

Core asset classes most threatened by rise in indexed strategies

Three Key Trends In The High-Net-Worth Market

There are a number of trends among the affluent that can have decisive implications for those professionals seeking to work with them.

Large Bank LIBOR Liabilities; A Look At Fines Paid To Date

A recap of developments in the LIBOR rate-fixing scandal to date

Going Broke in Retirement Is Top Fear for Americans

Many mass affluent investors are taking more of a ‘live for today’ financial approach

A List of Top Schools Feeding the Asset Management Industry

EVestment compiled several lists based on various criteria of which major U.S. universities and colleges currently have the most graduates working in asset management.

Investor Trends Report - Foundations and Endowments

Get a unique glimpse into what these decisions mean for alternative allocations and hedge funds in particular

Global M&A and dividend frenzy fed by easy money

On top of this central bank liquidity there are the funds ‘accumulated by European companies as a precaution after the liquidity crunches they experienced in 2008 and 2011

Money managers put financial crisis behind them

U.S. institutional tax-exempt assets under management by the largest 500 managers reached $13.22 trillion at year-end 2013.

How Women In Banking Can Rise to the Top

Just 11% of chief financial officers are women, while only 23% of all senior officer positions are held by women.

Who Wants to Trade With High-Frequency Traders?

No sane individual wants to take on a professional wrestler like The Rock.

The SS&C GlobeOp Forward Redemption Indicator for May 2014 measured 4.32%, up from 3.23% in April

“Forward redemptions increased for the month of May, with the bulk of activity representing typical semi-annual requests,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.

Financial Advisors Overlook Or Misread Fundamental Client Behavior, According To EY

Often wealth management firms listen only to financial advisors when they seek to understand client preferences and the important trends, issues and challenges facing their industry.

40% of Mid-Market Businesses Engage with BPO, Outbounders.com Reports

According to a Grant Thornton mid-market business survey, 40% of mid-market businesses either already outsourced non-core operations or are planning to. This is no coincidence; outsourcing is becoming a key factor for business growth.

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