Managers of Wealth Americas

Do your high-net-worth clients' charitable contributions build a family legacy?

Linking charitable giving to shared family goals is the first step to a lasting legacy

Giving Back: A Common Purpose at Combined Insurance

The Company Continued to Give Back to Chicagoland and National Charitable Organizations in 2017

GUEST ARTICLE: Santa Is Putting Christmas On The Blockchain And Saving Billions

So, you think that you know all there is to know about Christmas?

SS&C GlobeOp Hedge Fund Performance Index

November performance -0.40%; Capital Movement Index: December net flows decline 0.18%

Regions Ranked Highest for Customer Satisfaction in 2017 ACSI Report

The top scoring super regional bank in the index, Regions tied for top overall ranking among all named banks.

Markets little impacted after expected Fed rate hike

The S&P 500 ended the day little changed, and the Dow Jones Industrial Average pared its gains while still managing to close at record high on Wednesday.

NexJ Systems Recognized in Gartner Reports Focused on Wealth Management

With intelligent customer management solutions that enable firms to integrate enterprise data sources as well as streaming external data such as market news and social media, NexJ continues to be the choice of leading global wealth management firms.

Collaborative Teams Drive Growth and Success for Financial Advisors - Research

Advisors operating in shared decision-making teams substantially outperform and manage greater AUM

Saxo Bank 2018 Outrageous Predictions

The Fed loses independence as the US Treasury takes charge

Size Alone Does Not Dictate Asset Manager Success

The survey helps participants assess their operational effectiveness versus relevant peers and identifies actions to improve growth and profitability.

Global wealth more than doubled since 2002

However, the global financial crisis severely altered the pace and the pattern of wealth creation observed until 2007.

Ex-Morgan Stanley wealth chief sees 'tug-of-war' on Broker Protocol

The protocol’s fate was called into question when Fleming’s old firm, Morgan Stanley, opted to exit the agreement last month.

Size Alone Does Not Dictate Asset Manager Success

Vanguard and BlackRock aren’t squeezing out the smaller managers—the bad ones are weeding themselves out.

More Than Meets the Eye: How Operational Risk Rocked the Financial Sector Foundation

Rensselaer Polytechnic Institute business professor’s research examines impact of banks’ exposure to operational risk

Gemini Survey Reveals Hedge Fund Assets are Migrating to Lower Cost Structures

33% of survey participants have adopted a platform for manager allocations

Strong November U.S. job gains anticipated; wages seen rising

November’s report will be the first clean reading since the storms, which also impacted September’s employment data.

Vanguard's Bogle Sees Pension Pain: 'It Will End Badly'

The only return you get on a bond is from the interest coupon

Art and finance report

A closer look at the growing art and finance industry

ACCF Report: CalPERS and the Point of No Returns

New Report Analyzes How Politically Motivated Investments are Sinking the Nation's Largest Public Pension Fund, Leaving U.S. Taxpayers Accountable for Losses

Research Reveals the Biggest Unmet Need for Consumers in Goals-Based Wealth Management

In 2008, 82% said they had a “written plan” or “solid idea” in comparison to 73% in 2016.

Comment, Analysis & Research