Managers of Wealth Americas

The ‘Best Advisors’ Serve Families, Not Individuals: OppenheimerFunds

The mutual fund company is holding workshops throughout the US to help advisors learn how to retain generations of wealthy families as clients

Stereotypes aplenty as global wealth group hunts alpha female investors

"If we fail to change the conversation and don't move away from deeply entrenched stereotypes when we look at male and female investors, we are likely increasing opportunity risk and making it harder for female clients to meet their financial go

New Hedge Fund Study Shows Sharp Rise in Funds Using Non-Equity Strategies

Management fees charged to standard class members were down from last year, both for non-equity funds 1.43% and equity funds 1.51%.

A Busy Year with High Expectations

Policy and rising confidence mean GDP growth, but will that push a historic market higher?

The 25 Highest-Earning Hedge Fund Managers And Traders

The majority of the 10 top-earning hedge fund managers and traders of 2016 to a greater or lesser extent use computers and systems-based approaches to trading financial markets.

Banks' Bond-Trading Income Soars in First Quarter, JPMorgan Says

The rebound in bond trading for the world’s biggest banks, including JPMorgan, Citigroup Inc. and Goldman Sachs Group Inc., began last year with the first gains since 2012.

Royal Bank Of Canada: King Of The Castle

The Five Big banks, and in particular Royal Bank, dominate the Canadian banking sector

Susan Clark looks to the future at Raymond James

I also hope the responsibility I take for my clients’ success carries over as a good representation of Raymond James.

Wells Fargo 25% More Likely to Punish Women Employees than Men, Study Says

The report says that Wells Fargo regularly punished female employees at a “substantially higher rate relative to male advisers.

Private Investors and Equity to Fund Family Firms Over Next Decade Says New Research

However, the report found that the use of non-traditional finance by family businesses rocketed by one-third in five years.

RBC's Fukakusa Sets Pay Benchmark for Canada's Female Bankers

But we have seen that the banks really are working very hard to get their numbers up as far as female representation at the executive suite.

Point72 raids Citi and Goldman Sachs for its latest junior recruits

Why Boards Must Step Up To Deter Corporate Scandals

A disturbing backdrop to this story is that Wells Fargo’s fall from grace is not an isolated aberration

Increased Investing Through Family Offices

A recent Wall Street Journal article highlights this new trend

Brown Advisory To Host Sustainable Investing Panel at SXSW 2017

Brown Advisory is committed to making a material and positive difference in the lives of its clients through a combination of first-class performance, strategic advice and the highest level of service.

US banks are still the fairest of them all: Mike Mayo

U.S. banks are winning market share from their European peers, and are further along with their restructuring

U.S. Institutional Investors, Consultants Have Strong Interest in U.S. Focused Investment Products in February

The global leader in institutional investment data and analytics.

Bharara Firing Marks Exit of Tough Enforcer on Wall Street, Insider Trading

Throughout his tenure, Bharara developed a reputation for overseeing high-profile Wall Street cases.

Wall Street Has Found Its Next Big Short in U.S. Credit Market

Like the run-up to the housing debacle, a small but growing group of firms are positioning to profit from a collapse that could spur a wave of defaults.

Why Wealthy Foreign Nationals Coming To The U.S. Are Using Private Placement Life Insurance (PPLI)

One consistency is that the ultra-wealthy families are extensively engaging in inbound planning with a keen eye to tax minimization.

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