Managers of Wealth Americas

20 startups out to create a new world order on Wall Street

Some are worth hundreds of millions, while others are bootstrapped.

Mack International Founder and President Co-Chairs the Opal Family Office & Private Wealth Management Forum, “The Race For Returns,” in Newport, Rhode Island

The panelists also noted how important it is that families work with firms that have the infrastructure, expertise and operational capability

BofA: The U.S. Economy’s ‘Moment of Truth’ Has Almost Arrived

They expect we’ll learn that U.S. growth has been smoother and stronger than previously thought.

7 Messages Family Offices Give Emerging Managers

After attending a recent conference where experts discussed prevalent issues family offices struggle with in terms of their investment management activities, it struck me that there is a certain disconnect in the communications aimed towards and emanating

Calamanos Releases Mid-Year Outlook and New Blog On Greece By John P. Calamanos, SR.

Calamos Investments, a globally diversified investment management firm, released its Mid-Year Economic Review and Outlook.

ESTIMATE: Sovereign Wealth Funds Paid Around $14 Billion in fees

With sovereign funds expanding assets, smaller asset managers are paying greater attention to this rising institutional investor class

SS&C GlobeOp Forward Redemption Indicator at 2.08 per cent for July

While this reflects normal seasonality to an extent, the July reading is below last year’s 3.15% for July and, in fact, matches the lowest July figure since the index’ inception in 2008.

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

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