Managers of Wealth Americas

Octogenarians Rule the Rich

Wealthy Americans over 80 control more assets than those under 50.

Law firm revenue climbed 5.6 percent in year's first half, survey finds

The survey also found that revenue per lawyer was up 3.8 percent and demand, measured by hours billed, was up 1.4 percent.

Which newly registered RIAs have the most AUM?

Spend a little time with the infographic and some interesting trends emerge.

Global Dividends soar to record heights

This was the fastest rate of growth since 2015, with new quarterly records in the US, Japan, Switzerland, Netherlands, Belgium, Indonesia, and South Korea.

CIO weekly from Gary Dugan - The Rise of US Country Risk

While Donald Trump is the face of the US’s problems the bulk of the political elite shows few signs of coming up with solutions for the country’s long-term problems

SS&C GlobeOp Forward Redemption Indicator: August notifications 3.55%

The result for August continues the favorable trend in asset retention by hedge funds this year

$1B Ex-Merrill Team Breaks Away to ‘Scratch Planning Itch’

In particular, Celenza tells FA-IQ the independent RIA is viewing such a move as a way to expand its ability to offer ultra-high-net-worth clients a family-office type of environment.

Caribbean Living Luring U.S. Residents

The United States also has a massive debt that has to be paid off at some point, which makes foreign assets even more attractive, Katz adds.

Investors Pulling Back From Gundlach's Biggest Fund, WSJ Says

The firm said it isn’t troubled by outflows or the performance of the fund

The future looks very different

The financial advice industry's next generation of leaders imagines what lies ahead

SF pension board should stay invested in fossil fuels

What they fail to acknowledge is that divestment creates significant investment risks and that a five-year investment history does not paint a full picture.

Voices Helping clients navigate the high net worth financial maze

Extensive time can occur in this state of flux as the individuals’ primary focus is creating wealth rather than managing and overseeing it.

Atria Founded Where Futurism Meets Acquisition

Together, the acquisitions will bring 500 advisors and $30 billion in AUM to the Atria.

Economics, Regulations Spur Pension Risk Transfers; Annuities an Outlet

One of the ways these employers seek to make these transfers is through purchasing a group annuity.

Manulife Asset Management shares outlook for global equities in new report: "Understanding Value in a Rich Valuation Environment"

The CAPE ratio is calculated by taking the S&P 500 and dividing it by the 10-year average of earnings.

Comment, Analysis & Research