Managers of Wealth Americas

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.

Wall Street Bonuses Plummeted in 2015

It was a tough year for bankers.

Broker Misconduct Study Highlights Importance of FINRA BrokerCheck Due Diligence

Yet a newly released study entitled “The Market For Financial Adviser Misconduct” finds that market forces and the industry’s self-regulatory mechanisms are failing to cleanse the bad apples.

8 out of 10 workers unrealistic about the savings they need for retirement

More than 600 new and potential clients in the UK, the U.S., Australia, South Africa, Hong Kong and the United Arab Emirates participated.

The most dangerous word in investment by Tim Price

“China’s surplus capacity in steelmaking, for example, is bigger than the entire steel production of Japan, America and Germany combined.” - The Economist magazine, February 27th, 2016.

Segmentation Critical to Fully Understand Clients Across Channels

Segmentation is an important initiative in which firms continue to add resources.

Hedge funds score tiny gains in February: HFR data

It was down 2 percent for the year.

JPMorgan recruiter reveals 5 common job hunting mistakes to avoid

If you're one of the tens of thousands of people applying to the company each year, avoid these obvious blunders

Self-Made Millionaire + Hubris = Disaster

It is also important to note that the overwhelming majority of self-made millionaires create their personal fortunes because of successful business enterprises.

BlackRock Annual Global Investor Pulse Survey: American Women Feeling Better about Their Financial Futures but Keen Focus on Day-to-Day Finances May Deter Longer-Term Financial Goals

The survey also suggests that men and women have lessons to learn from one another, particularly when it comes to planning for retirement.

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