Managers of Wealth Americas

Puerto Rico triggers historic default as austerity spiral deepens

America's home-grown "Greece" is trapped in a vicious circle as a shrinking economy and an exodus of workers pushes the debt ratio through the roof

5 Findings on How Wealthy Investors Use Social Media

The older and wealthier the investor, the less likely they are to rely on social media

Where Did All the Trust Accounts Go? -

The number of wealthy households continues to increase annually, but that number is not reflected in the investment in trust funds.

Millionaires Really Want to Talk

Regulations can get in the way, but investors still want to be able to reach their advisors with all the modern tools of communication available.

Largest 100 banks in the world

China now has four of the five largest banks in the world after weakening currencies pushed French and Japanese companies out of the top five this year, according to SNL Financial's latest global bank rankings.

Middle East investors turn attention towards US as London property prices soar

Middle East property investors are turning their attention towards the United States as some of London’s prime property markets show signs they are peaking.

Millionaires Migrating To U.K., U.S., Singapore And Australia, Report Says

The report defined ‘domicile’ as the country that a person treats as their permanent home.

What Are Wealthy Investors Doing With Their Smartphones?

Do you know what wealthy investors don't do with their smartphone? They don't pay for stuff, in most cases.

Millionaire Fact of the Day

How much should a virtual advisor cost?

Millionaire investors' confidence in their personal financial situation is at a five month high

Millionaires Drive Gain in July Spectrem Affluent Household Outlook

OFR study: Form PF works for hedge fund risk reporting

Hedge funds reporting their risk exposures to the Securities and Exchange Commission use one method, Form PF, regardless of how dissimilar their risk profiles may be

Investors Want to "Like" Their Advisors on Facebook

The new study, Using Social Media and Mobile Technology in Financial Decisions, examines how investors are using social media and other emerging technologies in their financial dealings.

Millionaire Fact of the Day

Social media IS everywhere, but its use in the financial arena is still limited….but expected to grow

CMOs invest in client experience but less diligent in tracking results by David Lo

According to our diverse group of CMOs – drawn from across the wealth management spectrum, including global private banks, national and regional broker-dealers, and family offices – attention is also focused on client retention, adding value,

Affluent Floridians spend four times the national average on vacations

The study was conducted by BMO Private Bank, a unit of BMO Financial Group, based in Toronto, Canada.

Fortress to Scale Down Macro Hedge Fund Strategy for Revival

Fortress Investment Group LLC will shrink its macro hedge fund business to help turn around performance that’s struggled since the start of 2014.

Wealth Management Industry Suffering Trust Deficit Among Wealthy Investors - RESEARCH

A new survey by the independent and objective New York-based Luxury Institute reveals detailed perceptions of affluent investors regarding the securities industry, and the various regulatory entities entrusted with investor protection.

Investors Trust Uber Drivers More Than Brokers

Brokers also ranked behind lawyers, who are sometimes the butt of jokes when it comes to trustworthiness.

The World’s Largest UHNW-Led Private Foundations

Collectively, the foundations on the list have total assets of US$83.1 billion – equivalent to 29.7% of combined net worth of the UHNW individuals who established them.

Deloitte ranked as the No. 1 global consulting organization for the 5th consecutive year

Gartner annually analyzes and publishes its market share and rankings for the previous calendar year across all Technology related capabilities

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