Managers of Wealth Americas

Tim Sloan's departure from Wells Fargo is a 'big mistake,' says management guru Jeff Sonnenfeld

Yale's Jeffrey Sonnenfeld says Tim Sloan was a "great" CEO for Wells Fargo and it's "unfair" that he has to step down.

For Canadian near-retirees, wealth has grown faster than income

Aside from measuring both total assets and net worth, the SFS provides data on specific forms of wealth including retirement wealth, principal residences, and pension wealth.

Funds Are Flowing From Philanthropy to Investments; Is This A Good Thing?

This can be achieved by investing in companies that align themselves with these goals

Lower fees and switch to passive will hammer active managers

China, private markets and so-called solutions will help bolster revenue growth

A long-term fund with $370 billion under management shares some investing 'themes'

Machin picked several themes that the fund — one of the world's largest, with nearly $370 billion of assets under management — is betting on.

PURE Insurance Named Best Insurance Underwriter by the Family Wealth Report

The prestigious panel of judges were unanimous in agreeing PURE the winner

Shadow Banking Tops Lending Activity in Private Equity

Here are the most active lenders for U.S. buyouts and private-equity owned companies, according to PitchBook.

Lessons From Astronaut Buzz Aldrin’s Family Dispute

The former astronaut filed the suit last year, accusing son Andrew Aldrin and Christina Korp, COO of the Aldrin Family Foundation and the ShareSpace Foundation, of improperly taking control of his trust money, credit cards and bank accounts.

Wealthy Investors Want Skilled And Savvy Advisors

At the same time, Bob Dannhauser, head of private wealth management, who spearheaded the research and has spent the past year learning the financial habits of this wealthy cohort, was surprised to learn that investors placed such high value on an expert w

Hired-Gun CIOs to Thrive in Race for $1.7 Trillion From Pensions

Outsourcing has been embraced by nonprofits, family offices

Morgan Stanley Sees Just Two Key Growth Areas for Asset Managers

BlackRock, Blackstone, Amundi among overweight-rated stocks

Inside Merrill's New Framework for Wealthy Families

Family governance experts Valerie Galinskaya and Matthew Wesley tell ThinkAdvisor how to help wealthy clients develop spending plans.

Amazon, Google, Facebook forays into banking seen as a threat by RBC's CEO

Big tech companies getting between banks and their customers and selling insights back to them

Women comprise just 11% of partners at private equity firms in emerging markets — study

The survey is based on 550 respondents from private equity firms.

One in three asset management firms could disappear, says Invesco chief

Head of Georgia-based firm says pressures on fees and costs are relentless

Women’s Growing Economic Power: New Opportunities, Critical Needs

Employers looking to help fill this gap should consider a solution that plays to a woman’s strong financial savvy: a focus on financial wellbeing.

Fintech: What’s Real, and What’s Hype

We were absolutely struck by the fact that there was such a dearth of research

What Firms Need To Know About Engaging Foreign Family Offices In Real Estate Deals

Perfect, right? There must be plenty of foreign private wealth funds that are looking for a reliable and knowledgeable local U.S. partner, a match made in heaven.

BankThink CECL spells trouble for small banks, consumers

Put simply, this standard would be the most significant accounting change to the financial services industry in decades.

Don’t be so negative by Tim Price

Markets have generally applauded every central bank move to ease monetary policy since the financial crisis, but have grown anxious over the negative interest rate experiment.

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