Managers of Wealth Americas

How High-Net-Worth Accountants Build And Manage Exceptional Teams

To be clear, team members are other professionals – specialists – that accountants bring into wealthy client situations to augment their capabilities and deliverables

What to Look for in a New Third-Party Service Provider

It is your responsibility as a fiduciary to conduct thorough due diligence on any service provider prior to signing a contract.

Closing the digital skills gap – more effort required

The report identified a small group of companies that are tackling the digital skills gap effectively.

Much to Look Forward To by Gary Dugan

As the financial markets open their account in a new year, there is much to look forward to.

Want To Minimize Your Taxes, Consider Hiring An Elite Wealth Planner

Using intricate legal strategies and financial instruments to eliminate all taxes on their investment portfolios.

Third Annual Advisor Authority Study Profiles Generation X Investors - A Vital Target for RIAs and Fee-Based Advisors to Successfully Grow Their Practice

The Special Report Identifies Gen Xers' Unique Needs to Drive Client Satisfaction and Advisor Success

For Advisers of UHNW Clients, Takeaways From a Billionaire Survey

Arts and sports ownership are important.

Women Are The New Secret Weapon In The Financial World

The new hypothesis of investing is that Millennials can go it alone if they want just to invest.

Global economy to ‘heat up’ in 2018, says Standard Chartered

“Goldilocks” investment environment to give way as inflation rises, says bank’s annual outlook

Wall Street Need Not Fear China's Banks. Yet

The great overseas push by China's investment banks has gone as far as locking up IPOs in Hong Kong

What Working With A Wealth Manager Really Looks Like

Wealth management is an often misunderstood term

Top 5 Trends in Wealth Management for 2018

The increased demand and volatility requires trading platforms to connect and trade the currency and the future.

The Wealth Management Brain Drain. What’s Your Strategy for 2018?

Between “brain drain” and the tendency of younger wealth managers to jump from shop to shop, it’s clear our industry is facing some formidable human capital challenges.

Morgan Stanley Wealth Exits Junk Bonds, Warns on Recession Risk

Though Morgan Stanley doesn’t expect a recession in 2018, it sees the risks rising.

Canadian M&A seen picking up in 2018 on market rally, U.S. tax reform

"We expect 2018 to be a very strong year for M&A," said Darin Deschamps, co-head of Wells Fargo Securities Canada.

Give LPs the power to do their own reporting, says SEI’s Jim Cass

People don’t understand that most hedge funds aren’t designed to outperform in a bull market.

ETF Inflows Hit Record $464B in 2017

Twenty seventeen was a year for the record books when it came to exchange-traded fund inflows

Report reveals risk conflict and complaints are rife in US adviser firms

“When investors who work closely with advisors were asked about their self-reported risk tolerance over time, only 4% classified themselves as aggressive investors,”

California Public Employees Retirement System Grows Stake in Morgan Stanley (MS)

A number of other institutional investors and hedge funds have also recently modified their holdings of MS. TD Asset Management Inc. increased its stake in Morgan Stanley by 14.3% in the 2nd quarter

Single-Family Offices And The Ultra-Wealthy Are The Keys To Raising Capital For Smaller Hedge Funds

Another very effective way for smaller hedge funds to raise assets from the ultra-wealthy is to go through intermediaries.

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