Managers of Wealth Americas

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.

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

Comment, Analysis & Research