Managers of Wealth Americas

Aging Broker Workforces Challenge Growth

Oppenheimer & Co. similarly reported on Friday that its broker headcount as of the end of the first quarter shrunk by 77 over the past year to 1,082—and by 141 over the past two years.

Krawcheck Says Financial Industry Has Dismal Record Serving Women

Krawcheck, who worked her way to the top of some of the biggest financial firms before throwing it all aside to start Ellevest

Brazil's Itaú Unibanco relies on lower loan losses to beat estimate

The São Paulo-based bank’s 90-day default ratio remained stable in the quarter, at 3.1 percent. Although default ratios fell for retail loans, asset quality decreased for large companies.

A Sovereign Wealth Fund and an Asset Manager Open a Region

Alaska Permanent Fund has partnered with McKinley Capital to create new vehicle to invest across the Middle East, Africa, and South Asia.

The exclusive world of high-end investment clubs

The comedian might have preferred to be a founder rather than a member

Why One Top Female Advisor Left New York & Goldman Sachs For A Wealth Management Gig In Aspen

She describes the job working for Blankfein as mini- crash course in how to run a financial firm.

Value ads by Tim Price

It is plausible that books like Confessions of an Advertising Man did for a generation of arts students what Liar’s Poker did for a generation of graduates full stop, roughly a decade later, namely act as a recruiting sergeant

2 Dividend Stocks to Earn Growing Retirement Income

Manulife’s strong presence in Asia is helping the company to grow its earnings, as some of these emerging markets are still underserved when it comes insurance and wealth management services.

Investors’ Message for European Banks: Forget About Wall Street

Credit Suisse attracted new assets to its wealth management division at the fastest pace in seven years, showing Chief Executive Officer Tidjane Thiam’s pivot to wealth management is working.

Most FAs Ignore Risks of Failing to Plan Business Exits

Sixty percent of FAs in firms with $500 million or more under management have formal succession plans but only 13% of FAs managing less than $50 million have established succession plans.

JP Morgan investment specialist still sees best value in US equities

Private banker says investors should block out noise and focus on fundamentals of the companies

Global philanthropy tips $1.5 trillion, report finds

Despite this, 58 percent of the foundations identified do not collaborate with other foundations.

Sibling Rivalries: how to manage family dynamics when planning succession

Being a part of a family-owned business with family and non-family in partnership positions can create a unique dynamic. Only one of the four children in our family is involved in our business.

This global sell-off is not the start of a bear market

This rattled investor sentiment has now rippled across the global markets.

Impact Investing Still Difficult to Measure

Impact investing still lacks accurate data, Detroit is becoming attractive to advisors and Kestra adds Questmont Strategic Wealth Advisors.

As Clock Ticks for Troubled Bank, Cyprus Hopes in U.S. Funds

Amid rumors of a haircut on Cyprus Coop deposits that lead to outflows of 1.9 billion euros in the first three months of 2018

Financial Planning For High-Net-Worth Women With Stay-At-Home Husbands

Many of her clients are female entrepreneurs, finance executives, entrepreneurs, investment bankers and business owners with—in many cases—stay-at-home husbands who look after the children.

Hedge Fund Assets Hit Record High

As stock markets wobbled in the first quarter, investors poured more than a billion into hedge funds, sending their total assets higher than they’ve ever been.

75% of the ultra-rich forecast a US recession in the next two years, survey finds

Ultra-high net worth individuals (HNWI) are generally classified as anyone with more than $30 million in liquid financial assets, and high-net worth is defined as having more than $1 million.

Women Have Fundamentally Different Journeys to Financial Wellness, Merrill Lynch Study Reveals

Study Finds Women Confident in All but Investing

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