Managers of Wealth Americas

The Laws of Wealth: Psychology and the secret to investing success

If we are to be successful investors, Crosby argues, we must automate the process by which we make decisions.

How to select the right financial advisor--expert weighs in

Whether you rely on your advisor to help with retirement planning, saving for college, or meeting other goals, this individual will help determine how you approach some of life's biggest financial decisions.

How to rebalance your mutual fund portfolio

Just as important: Do you have enough good, actively managed mutual funds to give you a shot at outperforming the market?

Investors should take a pause as Dow inches toward 20K, experts say

The benchmark Dow Jones industrial average inched closer to the 20,000 level on Tuesday.

These Are the 7 Biggest Hedge Fund Disasters of 2016

That's still not nearly as good as the S&P 500, which has returned 11%.

Equity and Bond Ownership Rises Among Middle Class

A wide-ranging economic analysis suggests the top 1% continues to earn vastly more in the markets than the average U.S. citizen; but the middle class is gaining ground thanks to pensions and DC plans.

The Schroders 2017 Investment Outlook Series: US Small and Mid Cap equities

Our latest outlook for 2017 reviews US Small and Mid Cap equities. Schroders' US Small and Mid cap team comment that Donald Trump's election victory makes US-centric parts of the market more attractive.

US vs UK bond markets - Christopher Peel, CIO of Tavistock Investments

Looking ahead to 2017 and the inauguration of US President-elect Donald Trump, CIO of Tavistock Investments, Christopher Peel, compares US and UK bond markets and gives his insight into how investors should be re-positioning their portfolios:

The 5 Most Interesting Wall Street Predictions for 2017

But Fortune has picked through Wall Street’s analysts 2017 outlook reports to find the most interesting predictions for the coming, unprecedented, new year.

Why ESG reporting still matters to U.S. investors

Sustainable or responsible investing are also commonly used terms for this approach.

You'll Be Surprised at the Size of Berkshire Hathaway's War Chest

In fact, Berkshire's cash is not entirely unencumbered: Remember that one of the company's significant business lines is insurance.

The head of the Illinois Municipal Retirement Fund has dismissed calls for pension reform

Twenty years ago, state worker pensions consumed just 3 percent of the state budget. Today, that burden is nearly 25 percent.

What Top Fund Managers Expect in 2017

If you thought 2016 was an up-and-down year, next year could be an even bumpier ride, say the investment pros we spoke with.

Hedge Fund Institutionalization: Are you ready to outsource performance and analytics?

As a result of these changes, competition between hedge funds and traditional asset managers is becoming more commonplace, since they are now competing for the same investor assets.

Want a more profitable wealth management practice? Technology gets you there By: Stephen Newman

Today’s wealth managers are always looking for ways to provide more efficient and personal service to their clients.

The past year has taught us big lessons about our finances

So, let me look back at the year’s 10 most important stories affecting people’s finances:

We will beat this crisis’ in 2017, Brazil leader vows

"I am utterly conscious of the country's problems and the task I have before me," he said.

Is Warren Buffett still calling the shots at Berkshire Hathaway?

But let’s examine more closely Berkshire Hathaway’s recent investments.

Regulatory Pressures Changing U.S. Advisors' Plans for Investment Product Use

Large advisor practices are choosing to leverage home-office research in their portfolio construction process in order to increase investment management efficiency.

The world economy also needs gains in productivity by Mathilde Lemoine, Group Chief Economist, and her team

Productivity must increase in order to drive global economic growth in 2017 and in 2018.

Comment, Analysis & Research