Managers of Wealth Americas

Here's what happened to three elite law firms when they came to Chicago

Before declaring mission accomplished, however, they should consider what happened to three elite firms—Paul Hastings, Morgan Lewis & Bockius and Ropes & Gray

Volatility is an opportunity to invest

Europe’s story is still one of economic recovery, he says, and in the US consumer continues to be “very strong”, with hourly earnings consistently increasing over recent months, and one million jobs added since 2010.

What high-net-worth investors are doing with their money right now

The group conducts these surveys by giving members a detailed, confidential questionnaire asking how much of their portfolios are allocated to which investments

Think the financial crisis is over? Not for these jobs

The most significant change is the massive reduction of employment on Wall Street, especially in the front office.

Should Fund Managers Get Paid for Performance?

It’s no secret that active management has been a tough sell recently. Yes, there are talented managers who justify their higher fees, but investors increasingly aren’t willing to take that gamble.

CFP Certification Could Bring Big Pay Bump

Advisors with a CFP designation earn more money and enjoy improved relationships with clients, while their firms pull in more high net worth investors

Misconceptions May Hurt Advisors, Investors, Spectrem Says

There’s a knowledge gap between financial advisors and their affluent clients

US investors getting burned on Greek bank bets

U.S. hedge funds and investors have lost billions on Greek bank shares.

Central Banks Can Cut Rates Well Below Zero, Says JP Morgan

The Bank of Japan and European Central Bank have already adopted negative interest rates on bank deposits

Athena Publishes Research Offering New Approach in Measuring Impact Investments

The growth of the values-based investing segment has been well documented.

Entrepreneurship Is Bringing Low-Fee Investment Funds To Market

Price competition across the financial services sector began with discount brokerages like Schwab

Here are the hedge funds that are dominating in 2016

There is significant differences in returns across various hedge fund strategies

US groups focus on Irish distressed assets

Private equity groups are also accessing real estate through the acquisition of debt, acquiring the loans of retailers.

Pay for Performance — Time to Challenge Conventional Thinking

Our recent research indicates that managers are poised and ready for the challenge.

PwC questions asset managers’ response to tech fears

Gathering the responses from 189 chief executives at fund groups in 39 countries, 90 per cent say they are “confident” or “very confident” about revenue growth for the year ahead

Global Pension Assets Study 2016

Pension assets relative to GDP reached 80% in 2015, which represents a decrease of 4% from the 2014 ratio of 84% The largest pension markets are the US, UK and Japan with 62%, 9% and 8% of total pension assets in the study, respectively

Is Dodd-Frank Doing More Harm Than Good?

The researchers found that the Dodd-Frank Act may have had a significant negative effect on revolving consumer credit.

Here's What Should Really Scare Investors About Bank Stocks

Corporate lending is shaky and the rest of their business lines are slipping as well.

Why investors are freaking out over European banks (again)

Credit Suisse is also under fire, with the cost to insure its debt doubling.

Lost at Sea: Why FINRA’s Lack of Formal Guidance to CCOs Could Leave Them Adrift in Dangerous Regulatory Waters

Odysseus’ dilemma sprang to mind as I listened to a presentation last week from a panel that included a FINRA attorney meant to provide guidance on situations where FINRA will target an individual employee in addition to or instead of the offending

Comment, Analysis & Research