Managers of Wealth Americas

The Death of Wells Fargo's Retail Strategy

The fallout from Wells Fargo’s fake-account scandal has forced the bank to abandon its approach to retail banking.

Blowing the Whistle on Wells Fargo - New Commentary by Crow & Cushing

Kraus claimed that Wachovia hid loans from internal and regulatory review

Foundation Source Survey Finds Proactive Charitable Vehicle Counseling May Increase AUM for Wealth Managers

Yet advisors may have gaps in their philanthropic knowledge

Wealth manager, baseball player Lon Morton dies at 72

He and partners reacquired the firm after SBB&T was recapitalized during the financial crisis.

Conway Investment Research, LLC Gains Operational Control of Guggenheim Alternatives Platform

Our research team has many years of experience in sourcing, evaluating and selecting alternative investment strategies for institutional and individual investors.

Kalamazoo money managers coming to downtown Grand Rapids

Greenleaf Trust is moving into a 113-year-old building that was originally used as a grocery warehouse and distribution center.

Apple Inc's Net Worth to Reach $824 Billion in 2017

That would increase Apple's market capitalisation to $824 billion from $740 billion currently.

Here’s how much U.S. Bank paid its 6 highest-paid executives

Here are U.S. Bancorp’s six highest-paid officials in 2016 with titles as listed at the time

The Times They Are A-Changin’

Risk perceptions are rising.

Risk Strategies Company expands Long Island, NY presence with acquisition of Friedman & Freidman Agency

The personnel and focus of Friedman & Friedman make it a great fit for our approach to the business.

Pearl Meyer Survey Uncovers Banks' Reaction to the Wells Fargo Scandal

Seventy-two percent report questions from executive management

State Street CEO sees custody 'arms race'

Winners will be firms that best parse data, Hooley says

How To Develop The Best Compensation Arrangements For Single-Family Offices

Based on more than a decade developing compensation arrangements, a number of considerations stand out

Undaunted by oil bust, financiers pour billions into US shale

The shale sector has become increasingly attractive to investors not because of rising oil prices, but rather because producers have achieved startling cost reductions

Power of the pot business

Twenty-nine states and the District of Columbia currently have laws legalizing marijuana in some form.

Level the playing field by closing corporate offshore tax loopholes

A recent study from the nonpartisan Institute on Taxation and Economic Policy found that 18 multinational giants didn’t pay a dime in federal income taxes

U.S. Institutions Seek Private Capital to Enhance Returns

"The persistent low-return environment has led several institutions to cut their assumed rates of return," states Michele Giuditta, associate director at Cerulli.

Trump’s tax holiday 'would help top US companies save $300bn'

Oxfam says corporations, using offshore havens, cheat poor nations of $100bn a year yet have pushed for bigger US tax breaks

NBA Star Turns Team Player For High-Profile Clients

Dudley also urges advisors to attain wealth management qualifications if they are to advise high-profile clients

Paul Singer’s son screws up, hits ‘Send’ on email to merger target

Elliott wants Akzo to consider a $26.3 billion dollar takeover bid from Pittsburgh

Comment, Analysis & Research