Managers of Wealth Americas

Fidelity Study: Impact Investing Takes Hold

A Fidelity survey of high-net-worth clients suggests that impact investing is growing rapidly

Customer Engagement with American Affluents Achieved through Loyalty Program Design

Loyalty programs can serve as an incredibly effective method of customer retention, and engaging high-value consumers creates a significant impact on profitability.

End the era of tax havens, says Oxfam

An Economy for the 1%

4 Best-Rated BlackRock Mutual Funds

BlackRock Equity Dividend Investor A ( MDDVX ) seeks total return and current income over the long run.

Wealthy Investors Unlikely to Share Advisors

The survey found that 48 percent of affluent investors who refer other investors to their advisor only do so “sometimes.

UAE billionaire says US could lose Gulf investment if Trump wins

The UAE was the United States' largest trading partner in the Middle East in 2014

U.S. Offshore Segment Accounts For More Than Half of Cross-Border AUM

Asset gathering from within Latin America has become more critical in recent years

The future of the asset management industry belongs to those who are able to innovate and adapt

Growth in demand for unbundled distribution and investments is being driven by generational preferences, technology and regulation.

How Muslims in the U.S. Follow the Islamic Financial System

Thousands of Muslims in Chicago use the Islamic finance system, based on Shariah or Islamic law

When Investors Look Outside of the United States

America’s northern neighbor, Canada, is about as stable a financial market as you find outside of the United States

Millionaires' Top 5 Most Important New Year's Resolutions

Most people resolve to improve their health and diet in the New Year. Not Millionaires.

SEC Administrative Proceedings Increase as Constitutional Challenges Continue

New report draws on recently launched Securities Enforcement Empirical Database (SEED)

Rise in global wealth of top 1 per cent is harmful to the wellbeing of remaining 99 per cent, shows new research from Oxford Profess

New research by Professor at Said Business School, University of Oxford, identifies worrying relationship between the rise in wealth of top 1 per cent and issues of public health and productivity

Transparency is Differentiator When HNW Investors Seek New Advisor

These findings and more are from the January 2016 issue of The Cerulli Edge - U.S. Edition, which examines how wealth managers should address affluent households concerns, multi-family offices and their positioning to win the battle for wealthy clients, a

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