Managers of Wealth Americas

How Leading Financial Advisors Generate Affluent Client Referrals

Very often, when wealthy clients are asked and asked in the proper manner, they will come through with affluent investor referrals.

Would You Stay or Would You Go?

Just over half (54 percent) of Ultra High Net Worth investors would follow heir advisor compared with 49 percent of Millionaires.

Financial Advice Is Not Just Math

The number of student loan borrowers over the age of 60 grew

Podcast: Brendan Kennedy on how he got involved in the marijuana space

Brendan Kennedy established the first major online information resource for consumers of cannabis

Pennsylvania Trust Releases Bullish 2017 Investment Outlook

The combination of a stronger economy, fiscal stimulus, monetary policy tightening and rising inflation all are supportive of rising bond yields and thus falling bond prices.

Why are Americans Working Abroad Giving Up Citizenship?

For people who want to legally escape U.S. filing requirements, the only way is to formally renounce their U.S. citizenship.

What high-net-worth investors should expect for 2017

Over the 30-plus years I’ve been working with high net worth individuals, I’ve noticed this is a habit of wealthy investors.

How are hedge funds coping with the new market realities? - CITCO

“The day of 2/20 is now but a footnote in the annals of hedge fund lore”

James Bond of Philanthropy Gives Away the Last of His Fortune

His remaining personal net worth is slightly more than $2 million.

Fisher hoping hybrid approach will lure more institutional fans

That distinction seems to make good business sense at Fisher

Morningstar intensifies competition with asset managers

Morningstar is now embarking on arguably its biggest strategic shift since Mr Mansueto set up the company shortly before his 28th birthday.

A Little Optimism on the Future of Retirement

Whatever problems the U.S. pension system has, they are smaller than they ever were before.

How Ultra-Wealthy Investors View Senior Housing Real Estate

Approximately 19.53% of survey respondents said senior housing was a preferred property type of high-net-worth investors

PCR Chief: UHNW Landscape Changing Dramatically

Meanwhile, he says, multifamily offices are getting bigger as their singlefamily counterparts give up or fade away with the passing of the older generation

12 rising hedge fund stars who are in their 20s and are poised to take over the finance world

The acceptance rate to the list is under 4%, according to Forbes.

Which Professionals Benefit From A Pro-Wealth Trump Administration

Wealth managers who provide investment expertise and additional financial services and products such as trust administration and private placement life insurance.

Investment Management Outlook 2017 - Deloitte

Several major trends will likely impact the investment management industry in the coming year. T

Corporate pension plan funding levels showed little change in 2016

Post-Trump-election interest rate rise, stock market rally reverse earlier slump in funded status

SEI Advisor Network Reveals Financial Advisors’ 2017 New Year’s Resolutions

Top Resolutions Include Providing Variety of Investment Strategies to Clients and Complying with the DOL Fiduciary Rule

Marijuana Sales Totaled $6.7 Billion In 2016

To put this in perspective, this industry growth is larger and faster than even the dot-com era.

Comment, Analysis & Research