Managers of Wealth Americas

4 Ways The Financial Industry Fails Socially Conscious Investors

As most investors have historically set aside values to prioritize the bottom line, financial institutions haven’t felt an economic incentive to develop better solutions.

Why Family Offices May Invest In Late Stage Venture Capital

A sample case in point is the ride-sharing market.

Why Many Trusts And Estates Lawyers Are Missing The 2018 Gold Rush

The Tax Cut and Jobs Act of 2017 is certainly a powerful catalyst for generating significant new revenues.

The Rich And Super-Rich Are Increasingly Looking For Outstanding Experiences

To find or create these experiences, the rich and super-rich often turn to specialists.

Canadian M&A deals seen rebounding after sluggish first quarter

Canadian M&A activity in the first quarter of the year dropped to $54.2 billion

Wells Fargo Sales Push Extended to Wealth Unit, Ex-Workers Say

Wealth advisers as recently as 2016 were given ambitious quotas and could earn extra pay by steering clients into loans and accounts with recurring fees

5 Things To Know About Fintech, According To NASAA President

But, the one thing to understand, is that technology always outruns regulation.

Mandeville is a Finalist for the Fundserv Award for Advisor Network/Brokerage of the Year

Theo Kalamaras), Young Gun of the Year (Adam Schacter, Sean Moir) and Rising Star (Jeff Letchford) at the 4th annual Wealth Professional Awards, the premier independent awards in the wealth management and financial advisory services industry in Canada.

Lisa Detanna Named to Forbes’ List of Best-In-State Wealth Advisors

This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.

Study: Midlife 'wealth shock' may lead to death

The heightened danger of death after a devastating loss, which researchers called a "wealth shock," crossed socio-economic lines, affecting people no matter how much money they had to start.

How fee-based assets are remaking a $20T industry

Financial advisor Kim Kropp has watched the industry’s shift firsthand since she and her business partner launched their RIA practice in the ‘90s.

Kitces: Why a maligned fee is back in vogue

The virtue of this form of compensation structure is that it would compel investment advisors to eschew closet indexing and truly work to outperform their benchmarks.

Compensation: Payday payoffs for RIA advisors

More than two-thirds of RIAs with more than $250 million in AUM made talent acquisition a priority last year

Clients Should Be Given the Power to Decide Between Firm or Advisor

It’s unfair for clients to get caught up in legal battles between broker-dealer firms and former advisors and be at the mercy of that process, Roper says.

Women Emerge as Big Luxury Spenders

As the balance of wealth shifts, women are gaining more buying power and influence in luxury products.

Investor Confidence Indices Register Slight Declines in March

This waning confidence among investors was also reflected in the Spectrem Household Outlook, which showed declining investor confidence about the future of the economy and household income.

As China puts the brakes on overseas investment, Los Angeles' development boom takes a hit

Chinese companies have been among the biggest commercial real estate investors in the Los Angeles area in the last five years, spending more than $5 billion to buy property in the region during that time, according to brokerage Cushman and Wakefield.

Rich Millennials More Financially Confident Than Gen X and Boomers

High-net-worth millennials have more confidence than their older counterparts

BNP Paribas Wealth Management publishes report on international real estate

Co-working is a new phenomenon based on the principle of sharing a workspace among different companies.

Trump trouble - but some selective opportunities by Gary Dugan

The US equity market, down 6% on the week, is facing the risk of further losses in the near term.

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