Managers of Wealth Americas

The Appeal Of Business Owners For Financial Advisors

Based on a survey of 803 financial advisors examining their thought processes and actions, four out of five of them are very interested in working with privately held business owners.

Barron’s Top 100 Financial Advisors

Five of the Top 100 offer insights into navigating the bull market. Why they’re pivoting toward value.

Love, Money and Control: How to Avoid Family Feuds Over Money

Nationwide Survey by Merrill Lynch Private Banking and Investment Group Finds Generational Differences in Perspectives on Family Wealth and Division of Assets

OCC Releases White Paper Discussing Plans For Understanding and Evaluating Financial Technology Innovations

Fintech innovations come both from within the financial-services industry and from nonbank companies, which may want to offer their products or services as vendors to financial institutions, or, instead, partner with such institutions in offering new serv

Grant Thornton Report: Less Than Half of U.S. Businesses Optimistic About Prospects

Figures throughout the world are more pessimistic, with only net 26 percent of respondents calling themselves confident.

BBVA Compass economists: Internet Access Is Now The Key Factor In Financial Inclusion

Internet access is now the dominant factor in financial inclusion, overtaking other variables such as race or education levels in determining whether someone participates in the traditional banking system

Why JP Morgan embarked on its private banking trim

The bankers were all focused on high net worth, as opposed to ultrahigh net worth, individuals.

Bank of America Merrill Lynch Study Finds American Workforce Concerned About Overall Financial Health

Employers in Key Position to Empower and Encourage Employees to Better Manage Their Finances Today and Prepare for the Future

Opinion: This is why mutual fund managers can’t beat a stock index more often

Business decisions get in the way of stock-picking skills

Fifty biggest US based multinationals stash $1.3 trillion offshore

The Oxfam official added that, “when corporations don’t pay their fair share of taxes governments are forced to cut back on essential services

SS&C GlobeOp Hedge Fund Performance Index: March

Data is based on actual subscriptions and redemptions independently calculated and confirmed from real capital movements

2016 Survey of U.S. Marketplace Lending

The survey of more than 300 institutional investors also reveals that optimism about marketplace lending continues to grow, running counter to the widespread predictions by other observers of an industry contraction.

Clients Of The Future: Demanding, Smart And Cost Conscious

Financial professionals are fond of quoting hockey legend Wayne Gretzky when planning the future: “I skate to where the puck is going to be, not where it has been.”

Time to be bullish by Tim Price

“We don’t see a recession coming in the United States.” - Abby Joseph Cohen in a recent Bloomberg interview.

Morgan Stanley Says the Wealthy Trust Their FAs More Than Family

By comparison, a committee of family members is used to make asset allocation decisions in 32% of the cases

Miton’s Anthony Rayner: “A new political (dis)order”

History has many examples of extended periods of economic weakness leading to the popularity of extreme political parties or the introduction of extreme policy.

Report: Hot Tech Cities with Emerging HighEnd Markets

These increases — some of the largest of any cities in the nation — earn them standout status as entrylevel luxury real estate markets as revealed by the new Luxury Market Report

Financial Advisors Have the Most Power When It Comes to UHNW Investment Decision-Making

New Study Shows the Influence That Financial Advisors Have on Ultra-High Net Worth Families in North America

Three Professionals at The Wise Investor Group Named Top Wealth Advisors by Washingtonian

Washingtonian's Top Wealth Advisors listing consists of financial professionals in the Washington, D.C. metropolitan area who were first nominated by their peers and then voted onto the list.

2016 BNP Paribas Individual Philanthropy Index

It measures and reflects the commitment of philanthropists in four regions – Europe, Asia, the Middle East and the United States.

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