Managers of Wealth Americas

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.

Traditional Advisor Business Model Will Not Last

As an example of a model which he thinks works, Lohr points to investment management firm First Ascent Asset Management, which charges a flat $500 fee regardless of the size of assets managed in 10 portfolio models that can be mixed together.

Preqin Private Equity & Venture Capital Spotlight

In March's edition of Private Equity Spotlight, we look at investor appetite for private equity in the year ahead, including:

Global risk management survey, 10th edition

Heightened uncertainty signals new challenges ahead

Global investment compliance monitoring (ICM) survey 2017

Investment managers are facing more pressure for greater ICM infrastructure efficiency and effectiveness. But where should they focus their efforts?

Growing interest in ETFs by the wealthy ignites an old debate

Figures are harder to come by in Canada, but financial advisers say wealthy Canadians are opting for ETFs, too, for multiple reasons.

Lessons from the wealthy

Head of RBC Wealth Management says even the ultra-rich are very disciplined with their finances.

AIG’s boss to quit after bruising battle with Icahn

AIG shares rose 1.7 percent to $64.50 in pre-market trading on the news.

Bonfire of Wall St analysts burns some big names

Active fund managers are seeking to reduce costs, cutting sell-side research

Comment, Analysis & Research