Managers of Wealth Americas

TIAA-CREF Trust Company, FSB Adopts SEI Wealth Platform

We look forward to working alongside SEI to deliver new opportunities to our employees and the best possible client experience.

Investment banks continue to lose ground in capital markets industry

The report notes that value migration, by which revenues shift from investment banks to the wider industry, continued.

Can Robos Help with Consultants’ Fiduciary Tasks?

An advisor working with retirement plans needs to zero in on the two main fiduciary duties of loyalty and care.

China woes resulting in capital flight to US

It is part of a new crop of asset-management firms expanding China's reach on Wall Street as money has poured into the US from the world's second-biggest economy.

Fidelity Charitable Study Shows Millennial Women Are Changing the Giving Landscape, Baby Boomer Women More Satisfied

Women and Giving breaks down the differences in how generations view philanthropy; Study also highlights the differences between how men and women give

A top Goldman Sachs analyst explains why investors need to pay attention to Wall Street's sustainable revolution

The old adage saying it pays to do good seems to ring true.

Guarantees Transforming Impact-Investing Finance

How new financing options are encouraging risk-averse investors to make impact investments.

Bill Ackman recommends Howard Hughes Corp. at Sohn

The notion that he never talked about HHC before is not entirely accurate; he did discuss the position at the Harbor Investment Conference in 2015, saying that Pershing Square would keep its stake in the company.

Investors from US eye assets in Africa

The meetings form part of the Mobilizing Institutional Investors to Develop Africa’s Infrastructure programme

Hedge funds continue four-month streak with 0.54% gains

On a year to-date basis, hedge funds are up 2.90% while underlying markets gained 6.29%.

What’s it like to lose £350m? A rogue trader confesses

By investing in precarious deals and covering up his losses, Alexis Stenfors cost one of the world’s biggest banks a fortune. Andrew Anthony asks why doesn’t he feel more remorse

Who Makes the Financial Decisions in Your Household? Here's How the UHNW Do It

We can learn from Ultra High Net Worth households when it comes to household financial decision-making.

Why British women are less likely to seek investment advice than US, Canadian peers

While British women expressed an interest in being actively involved in their finances, the disparity of engagement with advisers highlights a shortcoming in the U.K., RBC Wealth Management's head of private client told CNBC.

How to Get a Straight Answer About Adviser Fees

If you get a complicated explanation of how much you’re being charged on your investment account, it’s time to walk away, experts say

New Family Office Exchange Study Finds Family Offices Staffing Up for Direct Private Equity Investments

Of the 118 survey respondents, the average staff of the family office is 13 full time employees

Super-rich private equity stars rue 'lousy' reputation, say they are misunderstood

Private equity has been criticized by some for saddling companies with debt only to sell their assets, cut jobs and take out profits.

St. James’s Place – “Indicators vary after 100 days of President Trump”

Just shy of 100 days in office Donald Trump announced his tax plan as US and UK economic figures lagged expectations.

Here’s how much men dominate the asset-management industry

Only 1.1% of assets are managed by women or minority-owned firms

SS&C Study Reveals Private Equity Firms Increasingly Focused on Operational Efficiency, Governance & Transparency

62 percent of survey respondents cite governance and controls as why LPs would select a GP

Women play ‘critical role’ managing and transferring family wealth: report

RBC study on key role women play in managing family finances.

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