Managers of Wealth Americas

SS&C GlobeOp: Forward Redemption Indicator Rises to 4.26%

The Forward Redemption indicator is published on the 15th business day of every month.

JPMorgan, Citigroup Under Spotlight; Too Big to Fail?

Bartlett Naylor is an activist at a liberal lobbying group Public Citizen.

Why London and New York matter most to world’s UHNWIs

The UK EU Referendum is another potentially damaging issue, but one that in reality will not threaten London’s supremacy, says Mr Bailey.

Marketers' Key Initiatives Reveal How Digital Leads to Better Client Engagement in U.S.

In order to provide a favorable client experience, it is important to truly understand the client.

Get rich or die trying? Secrets to success of world’s 50 richest people

Only one billionaire from the Arab world – Saudi Arabia’s Prince Al-Waleed bin Talal – made the top 50.

Top 400 Billionaires’ Wealth Rises to $3.896 Trillion

The Bloomberg Billionaires Index takes measure of the world’s wealthiest people based on market and economic changes and Bloomberg News reporting. Each net worth figure is updated

Foreign Buyers of U.S. Assets Show No Signs of Slowing Down

Foreign real estate investors went on a buying binge last year, acquiring a record $91.1 billion in properties in the U.S. more than double the amount spent in 2014

DOL Conflict of Interest Rule Will Lead To Product and Platform Innovation in the U.S.

The first quarter 2016 issue of The Cerulli Edge - Retirement Edition explores how asset managers, B/Ds, and plan sponsors confront a retirement industry that is evolving.

Lenders Are Getting Choosier When It Comes to Risky Real Estate Deals

Real estate investors are bracing for repercussions as loan costs start climbing

Key Concerns Of Trust And Estate Lawyers

Many trusts and estates lawyers see their world in transition with the final evolutionary form uncertain.

Single-Family Offices Increasingly Find Private Equity Investments Appealing

The single-family offices in the study are heavily committed to the asset class, with 92 percent of respondents investing upwards of 10 percent of their overall portfolio in private equity.

BNY Mellon Is Leading Provider of Trust Services for Straight Debt in 2015

Leads Market Segment for Second Year in Row

US REITs follow message on lack of growth: expert

The conditions for a commercial property bubble did not exist this time, he said.

Who Are The Richest Tech Leaders, and What Are They Doing With Their Money?

The names may not surprise you but what they are doing with their wealth might.

Dalio, Bridgewater, and Asset Management’s Succession Quandary

Starting and establishing an asset management firm is a celestial achievement these days, with regulatory requirements at a fever pitch and capital-raising a gamble that the Forty-Niners might have shrunk from.

Family offices: cultivating lasting legacies

First, they can invest it in the families’ operating businesses, with a bit of private equity thrown in; or second, add it to a pool of broadly based liquid marketable securities.

Platform Consolidation Stimulating Increase In Goals-Based Planning

The first quarter 2016 issue of The Cerulli Edge - Managed Accounts Edition is dedicated to advice, goals-based planning, and the transition to fee-based accounts.

Funded Status of U.S. Corporate Pensions Falls Again in February, to 78.7 Percent

Overall, corporate pension assets are down 1.8 percent year-to-date, and down 6.2 percent over the last 12 months.

Thomson Reuters Announces Enhanced Content and Workflow for Analysts and Portfolio Managers in its Flagship Platform Eikon

New enhancements offer powerful analytical tools and workflow capabilities to professionals across all segments of the buy-side on an open, customizable platform

3 Tips For Teaching Kids About Family Wealth

Know thyself, know thy partner.

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