Managers of Wealth Americas

Forbes spotlights 24 Birmingham wealth advisers

This ranking was developed by SHOOK Research based on an algorithm of quantitative data and qualitative criteria, mostly gained through telephone and in-person due diligence interviews.

William Blair Publishes a Whitepaper Addressing a Sustainable Future

“We will continuously evolve our sustainability effort to best help our clients achieve long-term success.”

How do entrepreneurs’ outlooks differ globally.

As in previous years, our survey shows that entrepreneurs are naturally optimistic and see opportunities in the most challenging of times.

Bank of America among '100 Best Companies to Work For'

Bank of America was evaluated anonymously by thousands of its employees on more than 60 elements of workplace culture, including trust in managers, compensation, fairness, manifestation of company values, ability to contribute new ideas, and overall fulfi

How socially conscious young investors are putting their money where their ideals are

Morningstar reports there were 234 ETFs and mutual funds at the end of 2017 that invested in a socially responsible way, doubling since 2012

When Good News and Bad News is Good News by Gary Dugan

Consumer spending at around 68% of the US economy is clearly important.

Goldman Considered Buying a Boutique in Mid-Market Push

“William Blair’s executive committee was never in discussions with Goldman Sachs about a takeover,” said Tony Zimmer, a spokesman for the firm. “We are not in the market to be sold.”

Making fund administration simple for private equity funds with real property investments

A number of funds are also involved in real estate and infrastructure development projects.

Bill Gates Has Some Harsh Words for Alexandria Ocasio-Cortez's Tax Plan

“I believe U.S. tax rates can be more progressive. Now, you finally have some politicians who are so extreme that I’d say, ‘No, that’s even beyond,'” Gates said.

The Fed Takes us back to Wonderland... for Now by Gary Dugan

The Fed has decided to keep the beast alive because they fear what will happen if they downgrade its power by reducing QE.

Virgin at 50 plans American adventure in trains, ships, banks and hotels

Richard Branson founded the orignal record company in 1970

SS&C GlobeOp Forward Redemption Indicator

SS&C GlobeOp Hedge Fund Performance Index: January performance 3.59%; Capital Movement Index: February net flows advance 1.11%.

Research: Asset Management Giants Don’t Walk the Walk On Long-Termism

A new paper says proxy voting records show that BlackRock, State Street and Vanguard often vote in favor of short-term proposals.

The Aspen Institute and Common Wealth Offer Vision For 21st Century Retirement System

Today’s system leaves 55 million Americans without access to a workplace retirement plan

Canadian DB Pensions End 2018 in the Red

Tumbling equity markets in Q4 negated a strong first half.

How Venezuela turns its useless bank notes into gold

Paid with the country’s near-worthless bank notes, these amateurs in turn supply the government with hard currency to purchase badly needed imports of food and hygiene products. This gold trade is a blip on international markets.

Wealth concentration near 'levels last seen during the Roaring Twenties,' study finds

Overall, Zucman finds that "U.S. wealth concentration seems to have returned to levels last seen during the Roaring Twenties."

Schroders Institutional Investor Study 2018

Insurers’ confidence levels in achieving their desired returns have also slipped from 61% to just over half at 54%.

Global DC pension assets exceed DB assets for the first time

The report also found that DC assets now account for over 50% of total assets across the seven largest pension markets, for the first time.

Are private equity firms becoming the new banks? - SS&C

According to Vandevelde, “By setting up huge lending arms, these firms have been transformed from heavyweight dealmakers that took stakes in companies into the principal bankers for a large tract of corporate America.”

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