Managers of Wealth Americas

Merrill Edge Offers Enhanced Research Amid Rising Robo Stakes

The rollout of stock stories coincides with stepped-up public-facing support for Merrill Edge Guided Investing — MEGI for short — originally launched last winter.

Many High-Net-Worth Accountants Can Do A Better Job Communicating Their Value To The Wealthy

Based on a survey of 394 high-net-worth accountants, a little more than two-thirds of them believe they can often do a better job of connecting their services and products to client benefits.

What Are The Key Concerns Of Trusts And Estates Lawyers?

Generally speaking, law is a mature industry making every trusts and estates lawyers fungible.

Alternative Investments Key Part of Single-Family Office Portfolio Strategy

Research found that the second generation-led single-family offices are significantly more active in alternative investments than the first generation.

A record number of Americans are taking vacations — and that highlights one of the biggest risks to markets

The vacation-taking as a sign of overconfidence in wage growth that hasn't emerged so far.

World's Richest Families Seeking to Make More Deals on Their Own

Sixty-six percent of single-family offices expect to increase their direct investments during the next three years, according to iCapital Network research.

Millennials More Conservative, Least Likely to Focus on Long-term Investments

Millennials are less inclined to buy and hold investments for the long term

Gen Z Research Reveals Financial Savvy, Counterintuitive Banking Preferences

Gen Z also shows a notable streak of traditionalism in their banking preferences.

Women in law firms

Law firms clearly have more work to do, not just in implementing policies and programs but also in fundamentally changing nonpartner attorneys’ perceptions of their efforts.

How Trusts And Estates Lawyers Can Become Seriously Wealthy

To get on the track to become seriously wealthy, the great majority of trusts and estates lawyers need to start with their legal practices.

How Trusts And Estates Lawyers Can Become Seriously Wealthy

The foundation of personal wealth for most trusts and estates lawyers is their profession.

Multi Family Offices: How Are They Defined, And Does The Label Matter?

RIAs work with individuals to manage their wealth, while MFOs work with multiple generations and branches of large, complex families.

Impact Investing -- First Mover On Today And Tomorrow's Megatrends

He founded Capitol Hill to work with global asset managers, high net worth families and game changing startups to develop mission-driven investment and business solutions.

Wrong turn by Tim Price

Sadly, it is the curious fate of every generation to forget the lessons learned by those that preceded it.

Report: Diversity from an Investor’s Perspective

The report also offers asset owners suggestions and ideas on how to approach diversity and prompt financial intermediaries to act.

Wealthy Investors Are Looking For Co-Investment Deals With Private Equity Funds

Co-investing with private equity funds is one approach that is gaining traction.

Canadian Plan Sponsors Posted a Modest Loss in the Third Quarter

The Northern Trust Canada Universe tracks the performance of Canadian institutional investment plans that subscribe to performance measurement services as part of Northern Trust’s asset servicing offerings.

Net Shorts On U.S. Bonds Rise Ahead Of Fed Chair Pick -JPMorgan

Investors Have Scaled Back Their Holdings Of Longer Dated Government Debt

Global investors are prioritising investing over saving and purchasing - Schroders

However, people still have unrealistically high investment return expectations suggesting an investment knowledge gap. Encouragingly, across the globe, there was a strong demand to learn more about investing.

New Survey Highlights Banks’ Efforts to Protect Older Americans

The survey also noted that banks also educate seniors and their caregivers about financial fraud

Comment, Analysis & Research