Managers of Wealth Americas

Wall Street Thinks Trump’s All Talk When It Comes to Breaking Up Banks

Bankers expect to get rules changed on Volcker, stress tests

Another Small Firm Dissolves B/D, Joins Larger IBD

Security Bank of Kansas City, a bank-based program with 10 advisors, is the latest firm to dissolve its b/d entity and move to larger firm as a super OSJ.

Preserving Wealth By Defining A Legacy - The Role Of Family Historians

Live a life worth remembering, but don’t forget to commemorate it.

Passive aggressive behaviour by Tim Price

Don’t get us wrong – we like low fees as much as the next person.

How Technology Can Solve America’s Twin Pension Crises

Innovations in the financial technology sector can help us meet both of these challenges — if we make smart policy changes.

Active fund fees remained high over past decade

Competition from index trackers has not lowered costs for investors

How Big-Donor Philanthropists Can Get Results

The Bridgespan Group reports that very few philanthropists are facilitating the social change they want.

CIBC Asset Manager Lifts Home Capital Stake as Others Sell

Home Capital fell 4 percent to C$8.49 at 2:30 p.m. in Toronto

SS&C GlobeOp Hedge Fund Performance Index

April performance 0.43%; Capital Movement Index: May net flows advance 0.44%

Minority Protections and Exit Options for Family Offices Considering Direct Private Investments | Publications

Normally, liquidation preferences are set at the rate of the initial investment

A Last Hurrah for Bonuses

This won't be enough to reverse a near-40 percent drop in investment-banking compensation since 2009, but it's certainly a happy change after years of culling staff.

RBC's EM chief eyes frontier markets

Langham warned that investors needed to be aware of potential risks which included lower levels of corporate governance and dependency on commodities.

Global Venture Capital Overview | Private Equity Spotlight - May 2017

Also this month, we look at the latest mid-market buyout industry statistics

Crucial Elements in Wealth Management: Simplicity and Transparency

More than products or models, financial advice is about helping clients reach their goals

Tiffany & Co. Makes Its Point: Presidents Come and Go, But Diamonds are Forever

Tiffany crossed the line into politics — a rare move for the company

Technologists in investment banks: needed, not loved

Investment banks like to say that they’re now technology companies.

DoubleLine's Gundlach Suggests Buying Emerging Markets ETF

Jeffrey Gundlach does not see a lot of upside to U.S. stocks past the middle of the year.

New Wealth Survey Finds Family Leaders Reluctant to Share Inheritance Details to Avoid Demotivating Heirs

Majority of inheritors do not significantly change lifestyles after windfall, but wealth holder fears are not unfounded.

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.

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