Managers of Wealth Americas

Brexit outcome may play into rate decision, Fed officials say

Williams on Thursday told CNBC that given strong U.S. jobs gains and signs of stirring inflation, two or three rate hikes this year seem reasonable.

New Research Reveals State of Content Marketing Within Asset Management

Developing a strategy and producing content frequently enough are the two biggest challenges to initiate and sustain a content marketing program

Packaged Portfolios Frequently Outperform Their Advisor-Driven Counterparts

Digital advice firms are partnering with advisors to deliver packaged offerings to low-balance accounts in a scalable way.

What might a President Trump mean for investors? by Tilney Bestinvest

Trump is at heart a protectionist who wants to impose trade tariffs, renegotiate NAFTA and who has lined up with the blue collar workers of "Main Street" against Wall Street.

Funded Status of U.S. Corporate Pensions Falls in April, to 79.9 Percent

Over the course of April, liabilities grew by 1.6 percent, which outpaced a modest 1.2 percent return in assets.

Good news and bad news in latest BoA Merrill Lynch report

BoA Merrill Lynch estimates global output is set to contract year-on-year for the first time since the first quarter of 2013 as OPEC growth no longer offsets non-OPEC declines.

Two Sigma Co-Founder `Very Worried' Machines Will Take Jobs

David Siegel, co-founder of $35 billion quantitative hedge fund firm Two Sigma, says he’s “very worried” that machines could soon cost large swaths of the workforce their jobs.

World's Biggest Investors Step Up Action to Protect Millions of Pensions from Climate Risk

Pension funds account for nearly two thirds of the index (322) and insurers nearly a quarter (118).

These banking staff are most at risk of job loss

Banks have cut tens of thousands of jobs since the 2008 financial crisis as global regulatory changes have shattered the old banking models.

Washingtonian Magazine Names Convergent Wealth Advisors' Sheila Stinson among Top Financial Advisors of 2016

The publication's April issue ranks the top fee-only advisers in the Washington metro area and hit newsstands at the beginning of the month.

Fidelity Launches Expanded Private Equity Platform for Financial Intermediaries

Fidelity’s alternative investments platform, launched in October 2013, provides research, education and third-party due diligence, as well as access to a wide range of alternative investment products.

Investors’ views on bonuses, talent pools and value creation poles apart from CEOs- but they agree on cyber threats and key markets

Redefining business success in a changing world

Here's How Much Tax Cheats Cost the U.S. Government a Year

Ultimately, the tax collectors at the I.R.S. think they will recover about $52 billion of that lost revenue, resulting in a net tax gap of $406 billion annually.

UBS Wealth Management Americas Announces “ElectionWatch 2016” Client Program

UBS Wealth Management Americas will produce ElectionWatch 2016, a series of events and dynamic content designed to provide UBS clients with unique insights into the 2016 presidential election process, potential outcomes, and their policy and market implic

Why Active Investment Management Comes Up Short

We all know that indexing is cheaper than active management, in which a fund manager selects specific assets for investment.

In Hedge Fund `Killing Field,' Smoldering Fears Suddenly Ignite

The troubles for these billionaire and multimillionaire money managers, singled out already by U.S. presidential hopefuls

Study: 75% Of Affluent Millennials Get Money From Mom And Dad

The study also confirms the Boomerang trend, with 63% of Millennials saying they’d moved back in with their parents at some point, compared with just 35% of Baby Boomers.

From Investment Advisor To Wealth Manager And Increasing Income From 40% To More Than 100%

Financial advisors who successfully made the transition have often seen their incomes rise by 40 percent to more than 100 percent.

Family Office FFO AdProminent Athlete Adds Prominent Athlete Clients Including Draymond Green

FFO also inherits Compass Management Group executive Daniel Sillman, who will work as an advisor for FFO while continuing his role as Director of New Business Development at RSE Ventures, a sports, media & entertainment investment company co-founded b

New Spectrem Report Examines the Evolving Attitudes and Mindsets of America's Wealthy Investors

Sharing regular perspectives about these important life milestones and issues can strengthen wealthy investors' ability to make those decisions

Comment, Analysis & Research