Managers of Wealth Americas

Why Bill Gates and Warren Buffett say your friends are crucial to your career

Gates says your social circle is an important investment of time and energy.

Trump Rally Propels Hedge Funds to Their Best Start Since 2013

The gains came as total hedge fund assets surpassed $3 trillion for the first time last year, according to HFR.

Hedge funds and asset managers take opposing views on rates

Trading positions in US Treasury futures suggests a divergence in market opinion

Always Say Never

Don’t let a client lapse an insurance policy without talking to you first

Investing Legend Warns of Market Risk

Protectionist actions may be popular, but history has shown they’re counterproductive, he says. Klarman also frets that Trump’s stimulus plan “could prove quite inflationary, which would likely shock investors.”

Tompkins’s Heirs Said to Tap Lazard to Sell Argentine Ranches

More than $50 million is expected from the sales.

Demand for Treasuries Is Now a ‘Made in the U.S.A.’ Phenomenon

Whether that turns out to be a good thing remains to be seen.

Here’s how the roll-back of Dodd-Frank could impact European banks

It seems the overall aim of the roll-back is to allow U.S. banks to do more business with fewer capital restrictions.

Caixa Bank Aims to Reduce Workforce by 10,000 Employees

According to the bank, the goal is to reduce 10,000 employees from of the 30,000 who currently work at the company.

This Japanese Billionaire CEO Expects to Benefit from Trump’s Deregulation

Billionaire Son pledged a $50 billion investment and 50,000 new jobs in the United States after meeting Trump in early December.

Studies links institutional investing to corporate tax avoidance

They did not claim institutional investors are clamoring for tax avoidance strategies, but investors naturally flock to companies that can demonstrate strong after-tax earnings.

Assets of the 1,000 largest U.S. retirement plans hit record level

Defined contribution assets growing faster than defined benefit; Growth varies significantly between public and corporate plans

Is Private Equity Investment in Insurance Agencies Always a Good Thing?

This widespread investment activity by PE firms has driven up both demand for agency acquisitions and the amount being paid for them.

Chinese corporate spending spree benefits Switzerland

The Chinese company had previously bought Swissport.

Financial Education For Entertainers And Athletes

In a study of 165 talent agents and managers, more than nine out of ten report that a percentage of their most successful clients has little or no understanding of how to think about and manage money.

Many Smaller Hedge Funds Are Raising Assets From Wealthy Investors And Single-Family Offices

Smaller hedge funds are those with US$500 million or less under management.

Trump issues orders to review banking law and retirement advice rule

The first thing that we are going to attack is regulation, over-regulation.

How Trump's billions, and the billions of those surrounding him, help explain their incompetence

His cabinet-in-waiting and inner circle is undoubtedly the richest ever assembled.

Violette honored as Five Star Wealth Manager

The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, and is a general agency of The Guardian Life Insurance Company of America.

Could another transatlantic merger be in the works?

Nonetheless, both firms are already vetting the merger to see whether the firms fit culturally and financially, the publication said.

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