Managers of Wealth Americas

JPMorgan looks for big payoff from lead in deposit race

JPMorgan has grown deposits over the last five years faster than major competitors and twice as fast as the industry, according to analysts at Bernstein Research.

Trump’s protectionism does not worry China’s Asian Infrastructure Investment Bank

The AIIB was established a year ago to support infrastructure development in Asia

High-net worth investors on the defensive for 2017

HNW individuals are concerned that the equity market is getting toppy and due for a correction.

Women: An Untapped Market for U.S. Advisor Talent

Women remain outnumbered in financial advisor communities despite efforts to recruit more female advisors; only 16 in every 100 advisors are women.

Six Things Family-Owned Firms Should Know About Succession Planning

Among the chief goals of succession planning is providing continuity of management

Hightower: Searching for integrity in Trumplandia

Ivanka's multimillion-dollar line of clothing and accessories are sold through major national retailers

A.M. Best Affirms Credit Ratings of Lombard International Life Assurance Company and Its Subsidiary

The ratings reflect the Lombard Life Group’s competitive position in the privately placed insurance market, its low-risk insurance liability profile and its adequate risk-adjusted capitalization.

Report Finds Law Firm Leaders Showing More Economic Confidence in 2017

About a third of the firm leaders said they project demand for their services to grow less than 2 percent.

2016: A Year of Loose Ends and Wits’ Ends by Annie Catchpole, Scorpio Partnership

If you are a fan of the European Union, the Clintons or George Michael we know you probably haven’t had the best 12 months.

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.

Comment, Analysis & Research