Managers of Wealth Americas

Someone's Missing From Most Family Offices

If you’re not managing the insurance needs of your high-net-worth clients, you’re missing a critical role that the family office should play

Digitally-Enabled Advisor Practices Grow Assets More Quickly than Other Advisor Practices

By comparison, just over 50 percent of traditional advisors reported growth of 5 percent or more.

Argentina shows Brazil the way to restore confidence - Schroders

Resolution of the political crisis is universally regarded as a pre-condition for a return to growth, though opinions varied on the likely timescale.

Three Quarters of Investors Demand Increased Levels of Transparency on Private Equity Performance

Private equity assets under management reached a new high of $2.4 trillion in June 2015.2 Alternatives are seen as key to boosting returns, with 46 percent of asset owners planning to increase their exposure.3

Eight Predictions for the Future of Online Brokerages

In his latest analysis, he showed how five firms – Fidelity Investments, Charles Schwab, TD Ameritrade, E*Trade Financial and Scottrade – are dominating the space in terms of clients, accounts and assets under management, and that will continu

FOR decades looking after other people’s money has been a lucrative business

Consumers are finally revolting against an outdated industry

Asset Picks From Top Wealth Management Firms

Why wealth managers are telling clients to avoid dramatic portfolio changes.

The 1 Percent Ladies: Wealthy Women Drive Wave of Luxe Travel

These include holidays that focus on "wellness" and can be combined with business or voluntary work, according to data provider, WealthInsight.

Schmoozing The Inner Circles Of The Super-Rich

Digital Forum, which launched the Family Office Association earlier this month, is one such group, offering investment professionals who work with family offices the opportunity to e-schmooze with peers

Almost One in Five Seniors Has Been Hit by Financial Swindles

The latest survey was based on information provided by 3,672 people, including 2,257 senior citizens and 703 adult children with at last one parent over 65.

Wells Fargo tops list of commercial/multifamily originators for 2015

The top five lenders in 2015 were Wells Fargo, JPMorgan Chase, Bank of America Merrill Lynch, Key Bank and Capital One Financial Group, according to the report. Wells Fargo topped the list in total origination volume.

Wall Street's 0.01%: An inside look at Citi's secret client list

And with the rise of this 0.01 per cent, one thing is clear: Even on Wall Street, the divide between the privileged few and everyone else is growing -- and fast.

Most Women Feel Misunderstood by Investment Industry

The study uncovers seven myths about women and investing that prevent the industry from seeing the female investor

Trump's investment funds lose money, billionaire unfazed

The funds managed by Paulson & Co, BlackRock Inc, Baron Capital and others lost an average of 8.5 percent last year

BlackRock Says There Won't Be a U.S. Recession, Cut Treasuries

Treasuries have fallen 0.7 percent in March

Latin American Family Business Owners Look to M&A for Growth

In wealth management, 41% of survey respondents list wealth preservation as a key objective

Mid-Market Boomers Struggle to Find Successors

Sandy says succession planning is at the top of Baby Boomers' to-do list, it’s just hard to let go.

Partners of a certain vintage are leaving Goldman Sachs, and people aren’t happy

Goldman insiders suggest the firm is in the throes of a battle for control over the succession to Lloyd Blankfein, and that this is influencing the current round of departures.

Trustworthiness Tops Millionaire Desires in Advisors

Trustworthiness is also what gets advisors referrals, according to the Spectrem survey, which included interviews with 25 estate-planning attorneys and 25 accountants who target families with more than $1 million in assets, Millionaire Corner writes.

Cornerstone Capital Management Wins Hedgeweek Award

The Hedgeweek Awards 2016 for excellence among hedge fund managers and service providers celebrate the achievements of firms that contributed to another significant year for the sector in 2015.

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