Managers of Wealth Americas

Wealthy View Health As Most Important Asset, Survey Says

The majority of wealthy individuals say their most important asset is their health and that their purpose in life would not change if they lost their money

Packaged Portfolios Have Outperformed Advisor-Driven Portfolios Over Past 5 Years

New research from global analytics firm Cerulli Associates finds that over the past five years, packaged portfolios have outperformed advisor-driven portfolios.

Alternative Investments Diversify Portfolios but Some Advisors Still Wary

Pershing white paper finds enthusiasm for alternatives, but some barriers to broader adoption persist

Michael Kitces attacks CNBC for its top-100 fee-only list

A deeper look at the Form ADV Part 2 disclosures of just the top 10 firms on CNBC’s 'fee-only’ list reveals that nine out of 10 of them share in insurance commissions

Bernanke: Financial Services Critical to Economy

The financial system supports our economy, he said, making us more productive and more dynamic

Time for trading technology to grow up

Software can be tested and certified

How Wall Street Pros Play the Market

Financial economists have known for a long time that asset prices fluctuate more than would seem to be efficient.

The Importance Of A High-Caliber Narrative In Raising Capital From Single-Family Offices

When it comes to selecting investments – especially hedge funds, private equity funds and investment banking deals – single-family offices are looking for top-flight expertise.

Number of $1 bln-plus investors in hedge funds swells - Preqin

The rise in demand comes even after several high-profile investors

Why I’m Not Going Brazilian (Yet) By Tim Gregory, Psigma Investment Management

Last year there was a brief period of excitement when international investors believed that incumbent President Dilma Rousseff would lose the general election paving the way for much needed economic reform.

The 'sweet-spot' of annual relationship manager interactions

The report, entitled Hanging in the Balance: Conversations with the Futurewealthyand takes into account the views of 3,113 investors, has found that when interaction levels dip below this level, clients are more likely to give a negative review of their e

Only Half of Top 200 U.S. Institutional Asset Management Firms Are Active on Social Media

BackBay Communications research reveals significant opportunity for investment managers to utilize social media to further build their brand and their business

Anatomy of a Billionaire

UBS says we’re entering a Second Gilded Age, reminiscent of the early 20th Century, when wealthy families like the Rockefellers and Vanderbilts ruled

Cindy Crawford, You and Portability

This strategy may not be as beautiful as you think

Funded Status of U.S. Corporate Pensions Rises to 91.6 Percent, According to BNY Mellon ISSG

Public Plans, Foundations and Endowments Miss Targets

Centre of Gravity Of Wealth Shifts East Away From US Over Past 20 Years, New Report Shows

Today, the centre of gravity of wealth is in the central Mediterranean, between the toe of Italy and coast of Tunisia.

Jon Henschen Publishes “How Super OSJs Bring Innovation to Broker-Dealers”

Independent channel broker-dealer recruiter Jon Henschen looks at how super OSJs are bringing unique value propositions to the independent broker dealer channel in an environment where broker-dealer creativity is often limited by burdensome regulation

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