Managers of Wealth Americas

Investors welcome Trump move on quarterly reporting

A move away from quarterly reporting would allow companies to lift their head up

More money managers look to add value through M&A

The problem is that M&A has been like a junior-high dance

Endowments Maintain Streak

Continuing the trend from the first quarter, corporate and health care plans underperformed, with quarterly returns of 18bp, and 41bp respectively.

SS&C: Hedge Funds Return +0.97% In July

The SS&C GlobeOp Capital Movement Index represents the monthly net of hedge fund subscriptions and redemptions administered by SS&C GlobeOp on the SS&C GlobeOp platform.

Double or Nothing: Are Millennials Gambling with their Financial Future?

Only 1 in 10 Canadians (9 per cent) say they discussed how they will put their inheritance to use with the person they inherited from.

Milliman analysis: July's corporate pension funding ratio reaches 93.4%, highest in a decade

A majority of the Milliman 100 companies have heavy fixed income concentrations

Speaking truth to power by Tim Price

Informed and disciplined capital allocation – whether of unitholders’ funds, or of disparate corporate revenues – is the bedrock of our portfolios and moreover the heart of the modern free enterprise economy.

Governments Around The World Must Rethink Their Structure In The Face of Disruption

Rising Citizen Expectations, Rapid Technological Change, and Increasing Complexity Are Putting Major Pressure on Government—and Making the Traditional Hierarchical Public-Sector Structure Dangerously Outdated

Are You Managing Clients’ Money Like They’re Pro Athletes?

For those who aren’t making millions each year, developing a long-term budgeting strategy is still very important

HSBC: Earth is running out of the resources to sustain life

A group of analysts at HSBC said in a note that cited research from the Global Footprint Network (GFN) that the world spent its entire natural resource budget for the year by August 1

How Family Offices Can Navigate Lender Case Tax Ruling

The family office argued in court that it was a business serving the family members as clients rather than a passive investor.

Meet the Richest Man in Brazil

Even aside from his estimated $27.5 billion net worth as a result of those decisions, Lemann has lived a rich, full, and highly unusual life.

What UBS Fight With Bloomberg Over Client Data Means for FAs

The UBS and StatPro deal calls for three to five years of transitioning before StatPro takes over the UBS Delta service entirely.

Voices When to show HNW clients the Roth IRA back door

Their ability to make contributions to a Roth IRA is curtailed, but not their ability to convert an existing traditional account to a Roth account

Crypto or Cryptic? Impacts of a growing industry by Greg Kok

The underlying technology, blockchain, was originally developed as a technological solution to support Bitcoin.

The Bad Money Habits of Millennials, Gen Z

On average, young adults expect to retire at 60 years of age, seven years earlier than full Social Security benefit eligibility for their age bracket.

Bond Owners Beware, Your Unethical Investments Can Be Bad for Business

Actively promoting values of life, liberty, environmental preservation and sustainability are not only beneficial to collective humanity, but can also be financially beneficial for investors.

Deval Patrick defends Bain Capital work: Never 'left my conscience at the door'

"I've never taken a job where I've left my conscience at the door, and I haven't started now," Patrick said.

The Global CIO Office Weekly by Gary Dugan

Consensus forecasts are that global growth will be around 3% through the balance of the year - sufficient to provide upside risk to inflation or at least the threat of it.

Ken Fisher Slams SEC Attempt to Tighten Broker Regulation

If the underlying problem is boundary confusion, changing the wording of the duty a broker owes to an investor does not address the problem.

Comment, Analysis & Research