Managers of Wealth Americas

Morning Coffee: Burned out intern begs to understand how bankers function long term. Santander wants traders

In theory, summer 2015 was a very fine time to be an intern at an investment bank

How to Grow Wealth Faster Through Proactive Risk Management

A proactive risk management strategy is built on a two-pronged approach of wealth creation and wealth preservation.

Rating the 401(k) of the Fund Rater

The good news is that Morningstar has a solid line up of options in its selection of 23 funds.

Mutual Fund Trends: Give Stock Pickers a Chance?

Only 20 percent of actively managed large-cap funds managed to beat the index

SS&C GlobeOp Forward Redemption Indicator: September notifications 3.79%

“SS&C GlobeOp's Forward Redemption Indicator of 3.79% for September of 2015 is an increase compared to both prior month and year over year figures,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.

How Wealth Managers Succeed in a Tech-Heavy Market

This summer alone, three new firms, all aligned with Dynasty Financial Partners, opened their doors here:

How Public Pensions Are Getting Smart About Infrastructure

It is bad news that other countries have figured out how to make infrastructure investing attractive to pension funds

Shift to DC not affecting retirement asset accumulation — research

The accumulation of retirement assets has not declined as a result of the shift from defined benefit to defined contribution plans

State Street Launches Liquid Private Equity Investable Index

New Investable Index Built on State Street’s GX Private Equity Index of More Than 2,400 Funds and more than $2 Trillion in Capital Commitments

Here’s the one thing America agrees on

The nation is strikingly united—across ages, income levels and political ideologies

London leapfrogs New York as world's leading financial hub: survey

London, which had top billing for seven years running in the twice-yearly survey, lost the top spot to New York last year.

RIA Deal Makers' Shopping List: What They Want

The executives discussed their strategies and business models, the kind of firms they want to buy, deal terms they’re offering, valuations and multiples they’re using, market activity and factors driving firms to sell.

S&P Capital IQ launches Enhanced SME Scorecard

2015 has been declared the “year of the woman”

American Banker Honors The Most Powerful Women in Banking and Finance for 2015

KeyCorp’s Beth Mooney, JPMorgan's Marianne Lake, and BNY Mellon's Karen Peetz Take Top Places in Banking Industry Ranking

Financial Institutions Expect Common Reporting Standard Will Be More Burdensome Than FATCA, Says KPMG Survey

The KPMG survey, conducted this past summer, focuses on the views and behaviors of bank

China shakes the Fed by Keith Wade, Schroders

Lower commodity prices and a strong dollar are weighing on consumer prices, giving the US central bank more time to keep rates at close to zero.

The 42 best football players on Wall Street

So it should come as no surprise that there are a bunch of former football stars working in trading, investment banking and wealth management.

ISDA Launches New Industry Initiative for a Derivatives Product Identification Standard

ISDA is overseeing the symbology project, which involves a consortium of buy- and sell-side market participants, vendors, platforms and trade associations.

Flexibility Fuels Surge of Rep-as-Portfolio Manager Programs

Cerulli's third quarter 2015 issue of The Cerulli Edge--Managed Accounts Edition explores advisor use of managed accounts.

SS&C GlobeOp Hedge Fund Performance Index up 0.64 per cent in August

SS&C GlobeOp Hedge Fund Performance Index: August performance -1.02%; Capital Movement Index: September net flows advance 0.64%

Comment, Analysis & Research