Managers of Wealth Americas

Preparation for aging-related issues begins before retirement, says Atlantic Trust

Caregiving for an elderly parent while ensuring their own financial and medical security a key concern for Baby Boomers approaching their retirement years

SS&C GlobeOp Hedge Fund Performance Index: April performance

“May 2015 saw the largest increase in the Capital Movement Index in the past twelve months, as inflows easily outpaced outflows. In fact, outflows were the lowest recorded since the index’s inception in 2006,” said Bill Stone, Chairman a

BNY Mellon assesses the impact of Japan, America, China and India fulfilling their economic potential simultaneously

Although the world seems resigned to an era of subdued growth [1] , four giant economies – Japan , America, China and India – are in the midst of recovery, reform, or both

How Goldman Sachs makes money on its top traders — after they quit

Goldman Sachs, one of the most profitable banks in the history of Wall Street, figured out a way to monetize relationships with its star traders

‘High Net Workers’ Redefine Wealth Accumulation and Retirement Goals

New EverBank research examines spending, investing and real estate trends among mass affluent

Northern Trust Hedge Fund Services Calls for Industry Standards in Reporting

White paper finds “transparency gap” between hedge fund managers, investors

Financial services giant USAA to study use of bitcoin technology

It lets users make payments instantly, anonymously and without government regulation.

Returns on investment banking fall again as regulation tightens

Investment banks’ profitability fell again in 2014 as tighter regulation combined with sustained high costs stopped the sector recovering for another year

Unearthing performance gains to boost bank value by Kapil Chandra and Zane Williams, McKinsey

At a time of fitful economic growth, banks around the world have lacked one of the most powerful engines for performance and valuation: robust GDP growth in their home economies.

Portfolio Management and International Surge as Top Concerns for Advisors, According to New Fidelity® Survey

Fidelity Financial Advisor Solutions today announced the Q1 2015 results of the Fidelity® Advisor Investment Pulse, which revealed a significant increase in financial advisors’ focus on portfolio management and international investing

Financial and Emotional Challenges of Business Succession Planning - RESEARCH

There has been significant sale activity seen in the private company space over the last few years as baby boomers head into retirement, yet many highly successful entrepreneurs are not well-prepared to give up ownership of their companies, or for what co

When High-Net-Worth Clients Want to Go DIY

Nearly 30% of high-net-worth investors — defined as those with $5 million or more to invest — think of themselves as managing their own money

"Are hedge fund fees too high?"

2014 was a lackluster year though.

Cliff Asness Skewers Hedge Fund Rich List's 'Bad Math'

He pointed out that Bill Gates and Warren Buffett would probably be permanent fixtures

M&A Activity Among RIA Firms Remains Steady

Registered investment advisor firms continue to initiate the bulk of mergers and acquisitions of RIAs

Global Real Estate Investors Expect to Increase Acquisitions in 2015 - REASEARCH

Responses were obtained from more than 700 real estate investors in the Americas, EMEA and Asia Pacific

Top 5 Hedge Fund Earners

Investors in hedge funds generally pay an annual management fee of 2 percent of the total assets under management and 20 percent of any profits.

Understanding organizational reality for large complex businesses by Craig Hanna, Econsultancy

While maturity models are useful, the reality is that large complex organizations often find it difficult to implement a single model.

Banks look to invest in FX again as scandals fade

After two years of scandal, job cuts and regulatory upheaval, there are signs that banks are ready to invest again in one of their biggest cash cows, foreign exchange trading

J.D. Power Ranks Full-Service Firms

J.D. Power's latest survey of investors working with financial advisors shows their overall level of satisfaction is unchanged from last year at 807 on a 1–1,000 scale

Comment, Analysis & Research