Managers of Wealth Americas

Money and the Modern Family: UBS Q3 Investor Watch Report Explores the Changing Dynamics and Financial Needs of the Family

The financial impact of blended, same-sex and multi-generational families

Maryland the new hotspot for VC, PE, alternative investments

The state's largest city is Baltimore, named after George Calvert, the first Lord Baltimore and the first English proprietor of the then-Maryland colonial grant in 1632.

Wealthy parents fret over 'inheritance talk' with kids

The wealthiest families in America may never know the struggle of having to make ends meet, but they do have plenty to ponder when it comes to leaving their kids an inheritance.

Firms Achieving Record Growth and Profitability as Industry Pioneers Embark on Third Decade in Business

Schwab’s 2015 RIA Benchmarking Study

Expanded Advice and Service Offerings are Essential for Sustained Wealth Manager Success

New research from global analytics firm Cerulli Associates finds that expanded advice and service offerings are essential to sustained success for wealth managers.

3 ways we screwed up our offshore development — and how we fixed it

You have to screw up and learn from it.

UMA Assets Continue Strong Growth Trajectory, Driving Adoption of Models

Sponsors are using the UMA as a chassis to deliver the increasingly popular rep-as-portfolio-manager programs

Emerging markets had biggest outflow since 2009: JPMorgan

It was a reversal from the first quarter when emerging markets had $80 billion of inflows, analysts wrote in a note . Investors pulled $142 billion from China between April and June.

Millennials to FinServ: We're Loyal and Trusting

Millennials are expected to be on the receiving end of a $59 trillion wealth transfer over the next few years

Preqin: Hedge funds in the red for the first time in 2015

The Preqin All-Strategies Hedge Fund benchmark was down 0.75% in June 2015, ending its five month streak of positive performance.

More Than Half of Immigrant Parents Believe Their Children Will Be Better Off in Canada - BMO

Ninety-five per cent of New Canadians think it is likely their children will obtain a post-secondary education - Two thirds are more optimistic about Canada's economy than the economy in their native country - Sixty-five per cent of immigrants consid

Best Broker-Dealers Ranked by Financial Advisors: J.D. Power — 2015

Satisfaction poll by J.D. Power finds a big drop in loyalty as frustrated reps consider their options

Alternatives AUM skyrockets globally

The broader survey findings, from 623 investment managers, revealed total global alternatives AUM hit $6.3 trillion last year

Did you know that Millionares are technolgy savvy?

74% of Millionaires use technology to access their investment account information at least once a week. And nearly all, 96%, do this at least sometimes.

The Top Twitter 'Follows' For Wealthy Investors

Among Mass Affluent investors with a net worth of $100,000 to $1 million, 67 percent have Facebook accounts, 38 percent are on LinkedIn and 33 percent are on YouTube. Only 16 percent have Twitter accounts.

Investors Hiking Cash Holdings in the Face of Lowered Confidence in China - RESEARCH

Global investors have raised their holdings of cash significantly in response to a weaker global economic outlook, particularly in China, according to the BofA Merrill Lynch Fund Manager Survey for July.

BlackRock Investment Institute’s Mid-Year 2015 Investment Outlook

With U.S. monetary policy turning, fundamentals such as productivity and earnings growth are poised to regain prominence as drivers of investment return - with some key indicators "flashing red," according to BlackRock (NYSE:BLK) Investment Inst

SS&C GlobeOp Hedge Fund Performance Index down 0.65 per cent in June

SS&C GlobeOp Hedge Fund Performance Index: June performance -0.65%; Capital Movement Index: July net flows decline 2.71%

Asset Managers achieve record profits and assets, but fee pressures rise.

Asset management continues to rank among the world’s most profitable businesses, and it’s a growing one for managers that get it right.

Why the Richest Schools Invest More in Alts

Endowments with high and consistent income streams were more likely to invest in alternatives—and at a higher percentage, according to a paper.

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