Managers of Wealth Americas

Cerulli Finds Six Emerging Factors Shaping U.S. Financial Advisor Recruitment

Having their own platforms allows advisors to leverage them while an advisor holds a separate and independent RIA.

The New Gilded Age in Philanthropy

He is the founder and editor of the website Inside Philanthropy, which tracks the world of giving and a surprising number of wealthy philanthropists have spoken to him candidly about their charitable efforts.

Foundation executives dive into value of impact investing at Milken conference panel

Mr. Walker said the New York-based foundation had an approximate 9% investment return in the last year

What’s Different About the New Philanthropists?

It’s a good question, and one not easy to answer in simple terms.

U.S. Subadvisory Sponsors Value Transparency into Investment Process and Firm Business Operations

"Transparency into the investment process is vital to sponsors when they are evaluating potential subadvisor partners," explains Jack Tamposi

Openimpact.ca profiles more than 150 Canadian impact investing products

“The old model would have said, ‘keep this information proprietary’,” said Norm Tasevski, co-founder of Purpose Capital.

Make Charitable Giving a Win-Win Part Of Your Wealth Plan

If you're considering making charitable giving part of your wealth plan, consult with a specialist

Some Public Pensions Help Trump, Report Shows

The possible problem for Trump lies in the fact that state- and city-run pension funds have invested in the CIM fund and pay it a few million dollars in quarterly fees to manage their investments in its portfolio, which includes the Trump SoHo, according

Athena Publishes Research on Constructing Impact Portfolios

Much of the dialogue about impact investing has focused on specific investments

ETF Assets in the U.S. Have Increased 10% to Nearly $2.8 Trillion

Disappointing performance results have led to a more challenging fundraising environment for many hedge fund managers

Banks Face Challenge Of Integrating Cyber And Operational Risk

The survey also revealed that, among the thousands of phishing, malware and penetration attacks that financial services firms face each year.

Co-Investing And Next-Gen Attitude To Be Surveyed In New Family Report

The Global Family Office Report survey returned online earlier this month as the backbone of the influential study with new facets of the family office sector to explore.

How to prevent a generation of entitlement

And yet money and inheritance remain a taboo subject in many families.

Concierge Auctions Accepting Sellers For June Auction Aimed At High Net Worth Chinese Buyers

Bidding will be hosted on Concierge Auctions' mobile app, allowing buyers to participate in real-time from anywhere in the world.

Global Family Office Population Revealed In New Research

In general, it is much more likely that a wealthy family in the US or Europe will have a single family office

Morneau Shepell releases the results of its Performance Universe of Pension Managers' Pooled Funds

Pension fund financial positions improved during the quarter

Chinese Fugitive Guo Wengui Lost $500 Million In UBS Margin Call

Shares of Haitong Securities trading on the Hong Kong Stock Exchange spiked in 2015 and then plunged amid a wide market sell-off.

Investor and Business Owner Optimism on the Economy Remains High

Investors are ready to capitalize on signs of additional progress from the Administration; prioritize healthcare, infrastructure and tax reductions

The rich are living longer — and taking more from taxpayers

The health of middle-aged non-Hispanic white Americans is deteriorating fastest.

Why Having A Trust Strategy Is Key To The Future Of FinTech

Trust is central to all of these emerging propositions whether it is from an emotional perspective because of previous traditional banking issues or a technological one like Blockchain.

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