Managers of Wealth Americas

How Central Banks Could Affect Latin America ETFs

Earlier this year, Mexico's central bank surprisingly raised rates to help prop up the peso.

U.S. Securities Class Action Filings with Accounting Allegations Rise for Third Straight Year

There were 71 securities class action filings with accounting allegations in 2015

Financial stability oversight council update on review of asset management products and activities

The asset management industry’s increasing significance to financial markets and to the broader economy underscores the need for the Council’s consideration of potential risks to U.S. financial stability from this sector.

7 Most Powerful People in America's Marijuana Industry

America’s marijuana industry has bloomed in recent years with voters in more and more states voting to legalize pot in some form as public opinion on the drug seems to evolve with each generation.

2016 FOX Global Investment Survey Indicates Broad Engagement in Direct Investing by Family Offices

More than two-thirds of family offices engaged in direct investing in 2015.

A Majority Of Financial Advisors Are Focusing On Corporate Executives

Only seven percent of multi-family offices are focusing on corporate executives.

Wirehouses and Banks Control Nearly Three-Quarters of All U.S. HNW Assets

State-chartered trust companies and multi-family offices (MFOs) have experienced significant growth.

Sallie Krawcheck Shares The Worst Mistake You Can Make When Building Your Emergency Fund

There's a lot of money advice out there and sometimes it can be difficult to separate the noise from the facts.

How Did Wealthy Investors Become Wealthy?

There is more than one way to become wealthy. Just ask wealthy people.

What You Need to Know About Impact Investing

The goals of impact investing are often very ambitious, and some investors seek to promote transformational global change

Banks Struggle to Keep Pace with FinTech Disruption

Ease of use, fast service and positive customer experience all cited as advantages over banks as FinTech companies see gains in consumer adoption, referrals and trust

Transamerica Intermediate Muni Fund Wins 2016 Thomson Reuters Lipper Fund Award

Transamerica Intermediate Muni fund has won a 2016 Lipper Fund Award for its class I shares (TIMUX) in Lipper's Three Years Intermediate Municipal Debt Funds category.

Boldly Going: The Exotic 'Frontier' Markets That Intrepid Investors Are Tipping For Take-Off

It was 15 years ago that academics began to predict a shift in economic power from the old order of developed economies to the newly named “Bric” nations.

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

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