Managers of Wealth Americas

FSI: DOL Fiduciary Rule To Cost IBDs $3.9 Billion

FSI’s report found that total costs are roughly 4.3 times higher than the Labor Department estimates in its most expensive scenario.

Life Insurance Liquidation and Other Key Trends

The result is a healthy market, with growing demand from seniors to liquidate under-performing life insurance policies and redistribute wealth with the assistance of their advisors.

Poll: How are Millennials trading?

There are, of course, some outliers within Generation Y, as the Millennials are also known.

Global dividend payouts hit by stronger dollar

At the sector level, it is encouraging to see increases from financial companies as they start to slowly move towards higher payout levels.

IRA Assets Expected to Approach $12 Trillion by the End of the Decade

The report profiles these individuals to assist firms in developing segmentation strategies aimed at capturing assets earmarked for retirement.

Survey: Ultra Wealthy Investors Overwhelmingly Fear 'Going Back'

The survey also found that high net worth investors spend more time thinking about their finances than the broader swath of retail investors.

Institutional Sales Teams Adding to Headcount on Sales and Servicing Teams

Managers that we spoke with also expressed interest in hiring junior associates

5 Reasons to Consider Using a Robo-Adviser

Robo-adviser" is a recent term, used to describe a variety of new and innovative online financial companies.

Women with MBAs are choosing Google over Goldman Sachs

Heather Tatroff had always wanted to be an investment banker.

HighTower Appears on Inc. 5000 List for Fourth Consecutive Year

The firm also increased its revolving credit facility to $150 million earlier this year to finance ongoing growth.

Working with Same-Sex Couples No Longer a 'Niche'

The legalization of gay marriage in the U.S. encompasses sweeping social change.

Why Institutional Investors Are Dominating Small Business Lending

Institutional investors operate with fewer government regulations than banks do

Research Analysts and CIOs Embedded in Advisory Practices are Important Centers of Influence

Advisors can instead redirect their time to client-facing activities if they are better enabled to outsource certain tasks

Head to head: how do UK and US family offices compare?

Both in the US and the UK the term 'family office' is as ubiquitous as it is contentious.

Investors Need Faith Along With Their Downside Protection

It’s never clear when a market downturn will occur; there’s only the certainty that it will

10 healthiest (and most affordable) places to retire

So it makes sense for retirees to pick somewhere they can live the healthiest life possible.

Complementing the Human Touch

There has been an explosive increase in the attention devoted to the evolving role of technology within the realm of retail investor relationships

Family Office Primer

A growing trend in the United States is for the family office to have very broad coverage

Bronfman E.L. Rothschild Acquires Highline Wealth Management

Both firms are taking advantage of ongoing industry consolidation.

Compliance becomes a core competence for financial firms - CCS

A new survey of financial services professionals conducted by Cipperman Compliance Services reveals that asset managers, broker-dealers, and other firms are embracing compliance as a core function of their business

Comment, Analysis & Research