Managers of Wealth Americas

Qatar's Santander Brasil offering prices below suggested tag -sources

Santander Brasil, as well as underwriters Bank of America Merrill Lynch and Credit Suisse Group AG, did not have an immediate comment.

New Spectrem Study of Affluent Investors Reveals Broad Array of Attitudes on Important Financial Issues including Social Security, Taxes, Student Loan Forgiveness and More

The report is based on surveys with investors whose household net worth ranges from $100,000 (not including primary residence) all the way up to those with a net worth up to $25 million.

A key stat shows the world's biggest financial firms are still failing to treat women equally

"Women made up 25.5 per cent of senior roles in 2016, compared with 23.7 per cent in 2014."

How To Close The Confidence Gap In Wealth Management

In 2015, Penta co-founded the Center for Women & Wealth at Brown Brothers Harriman to provide women like her mother with the support and tools necessary to make the right financial decisions for themselves and their families.

A day in the life of a private banker at HSBC

Her role calls for busy days that are filled to the brim with client meetings and seminars.

What Every Woman Should Know Before Asking For A Raise

A recent survey revealed that more than 60 percent of millennial women aren't sure how to ask for a raise.

Industry Maverick On Making Her $1 Billion AUM Firm Immortal

For some, their business is not their legacy. In my case, it is.

Unequal Pay

Wage pay gap biggest for female financial advisors, industry group advocates to save retirement accounts and Trust Company of America launches ETF Custody Advantage.

Improve Your Relationship with Your Client’s Family Office

A recent study says you should create a partnership.

Steven Cohen invests in start-up aiming to shake up bank research

Hedge fund magnate invests in research company as sector undergoes overhaul

Practice Management Programs Enhance U.S. B/D Recruiting, Retention, and Productivity

B/Ds also indicate an average of 362 advisors per practice management professional, based on the B/D's total headcount and AUM.

The case for taxing inherited wealth

You notice I said federal estate tax as opposed to death tax.

The 'Forbes' Top 10 Richest In The World

Bill Gates remains at the top of the Forbes billionaire list

BlackRock’s quant focus sparks portfolio risk fears

This could sound the death knell for the use of such products.

Maybe Hedge Funds Don’t Stink After All?

Meanwhile stock market neutral funds, long/short funds, macro funds, managed futures, merger arbitrage funds, and dedicated short biased funds fell short.

Signature Bank Ranks among Top Private Banking Services Providers

Bank Scores High in Reader Ranking Survey by Leading National Legal Trade Journal

“MiFID II and Best Execution: The Challenges Ahead” Whitepaper

In addition to the white paper, TickSmith and Cloudera have also held webinars on this subject.

U.S. Defined Benefit Plan Sponsors Looking to the Canadian Model For Insight

Mason continues, "U.S. public and corporate plans have very distinct differences that show up in how they invest assets.

Who Killed the Active Fund Manager?

The explosion in the number of investors holding the coveted CFA qualification has created an increasingly crowded space of professionals all trying to beat the market

CSR a key element for success at top family businesses

It says these businesses consider CSR as a way to engage the next generation of family members.

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