Managers of Wealth Americas

Fidelity M&A Report

What they’re looking for are similar client service abilities and human capital.

Just one in five banks and insurers confident they could detect a cybersecurity breach

Upcoming GDPR Regulations to Spur Action, Greater Transparency with Consumers

Private Jets, Parties, And Plenty Of Planning: How The Super Rich Will Watch The Super Bowl

Ultra High Net Worth (UHNW) fans come from all over the world.

BlackRock US ETF business tops $1 trillion in assets for 1st time

Demand for ETFs has so far survived debate over the durability of the funds during market stress

Municipal bonds: Off to a Good Start in 2017

Municipal bond funds continued to see additional outflows in the final weeks of the year. According to Morningstar, tax-free bond funds experienced $17.5 billion of outflows in the month of December alone, for a total of $28 billion over the two-month per

Non-GAAP Measures Help Provide Full Performance Picture, Says KPMG Survey Of Corporate Financial Reporting Execs

The survey of the more than 475 attendees at KPMG's 26th Annual Accounting and Financial Reporting Symposium found that a vast majority of organizations remain in the early stages

Majority of Investors Will Increase Their U.S. Real Estate Investments This Year: KPMG Report

Fifty-two percent of real estate executives polled believe that improving real estate fundamentals in 2017 will be the biggest driver of their company's revenue growth.

If The Center Of Influence Is The Client, Why Do So Few Wealth Managers Act Accordingly?

This commonly held perspective is right on target.

Dawn Fitzpatrick to Lead Investing at George Soros’s Investment Firm

The company also put on trades that benefited from Britain’s vote in June to exit the European Union.

Furore over Trump administration's currency exploitation rhetoric is naïve and hypocritical

At that meeting, Mr Trump said: “They play the money market, they play the devaluation market, while we sit here like a bunch of dummies.”

Rising Confidence Among Affluent Investors About the U.S. Economy

This month's survey was fielded between January 17-23, 2017.

America's Shadow Bank Is Growing

The total amount of North American private debt assets under management surged 35 percent

Research analysts culled at top investment banks

Ranks of sellside stock and bond pickers have fallen 10% since 2012

Trump’s travel ban: markets spooked, investors will be seeking out bargains

The deVere CEO continues: “The markets are jittery, but I think this is more a bump in the road than a major obstacle - for the moment at least.

Institutional Investors Must Dial Back Return Expectations

As other research and data providers have noted, interest rate declines pretty much

How losing the British stiff upper lip can help preserve wealth for future generations - RBC

New study from RBC Wealth Management reveals the perils of failing to create and discuss inheritance plans

Global pension fund assets edge upward in 2016

Growth in defined contribution assets continued to outstrip that of defined benefit assets, with DC assets now accounting for over 48% of global pension assets, compared with around 41% in 2006.

The Connection Between Wellness and Retirement Savings

The converse also can be true, Financial Finesse indicates.

Trump's Two Huge Gifts To High-Caliber Wealth Managers

In the world President Trump is creating, increases in pools of financial assets will certainly benefit investment professionals.

Trump Cabinet's First World problem: omitting a few million here and there

They just omitted it in the inventory.

Comment, Analysis & Research