Managers of Wealth Americas

Family-Owned Businesses Struggle to Manage Risks

The risks any company faces can be compounded when the business is owned by a family

New Study From FTI Consulting Finds Institutional Investors Overwhelmingly Support Shareholder Activism, But Not for the Reasons Activists Would Hope

Boards and management teams should seek to proactively defend against possible activism

Koch Brothers Reign Supreme On Wealth-X’s List Of Richest US Oil Tycoons

Although oil prices have plummeted by more than 50% since June 2014, the fortunes of many of America’s prominent oil industry players have actually risen, according to a Wealth-X list of the top 10 richest US oil tycoons released today.

BofA Merrill Lynch Fund Manager Survey Finds Investors Putting Cash to Work Despite Concerns Over Profits and Growth

Global investors have put some of their cash to work in spite of a more downbeat assessment of global growth and corporate profits

Majority of Asset Managers Expect to Increase Headcount in Relationship Management and Client Service Groups

New research from global analytics firm Cerulli Associates finds the majority of asset managers expect to increase the headcount in their institutional relationship management and client service groups during the next 12 months.

Blackstone Announces Investment in Market Data Insights

By requiring short term commitments, MDI simplifies the buying decision and is able to identify savings for many clients that offset the cost of their outsourced service.

Appleby Report on the CLO Market (July - December 2014)

Welcome to our latest Appleby report which provides data, insight and analysis on the global Collateralised Loan Obligation (CLO) market.

CIBC again named one of North America's most engaged workplaces

CIBC Achiever's, a U.S.-based company that specializes in employee rewards and recognition, annually identifies companies that show leadership in developing innovative employee engagement practices in the workplace.

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

The gross return of the SS&C GlobeOp Hedge Fund Performance Index for December 2014 measured 0.11%.

Bad things J.P. Morgan’s results are telling its investment banking employees

Compensation costs at J.P.’s CIB fell 4% last year

PNC Bank's Givens bucks trend of women leading wealth management operations

Givens is not on a life mission to enhance gender diversity in wealth management

3 Signs Your Mutual Fund Is Hosing You

Mutual funds are a beautiful device. With a single purchase, investors can be part owner of a collection of hundreds of investments, allowing them to have diversified portfolios, even with a modest investment of less than $1,000.

North American banks disillusioned with big data analytics - Aite survey

Despite the hype surrounding big data, three quarters of North American bankers are dissatisfied with analytics technology, according to research from Aite Group

Morgan Stanley's Underappreciated Piece

The key drivers of Morgan Stanley's earnings have drastically changed over the past several years.

Some financial advisers abandon asset-based fees

Financial adviser James Osborne had an "aha!" moment when a client discovered that his single largest expense was the $40,000 asset management fee on his $5 million portfolio

Mercer identifies 10 priorities Wealth Management Firms should consider in 2015

Mercer has identified 10 priorities that wealth management advisors should consider to best serve their clients in 2015, and to help them stand out in an increasingly competitive environment.

Affluent Investors Consider Wealth Management

Wealth management services are too expensive to many affluent investors.

Northern Trust Survey: Investors Increasingly Demanding Regulatory Compliant Products

More than a quarter of fund managers and consultants surveyed at a Northern Trust seminar on regulation said they believed investors in funds are now demanding products fully compliant with new regulations.

Three Characteristics of Top-of-the-Line Wealth Management

Successful wealth management entails a collaborative relationship between an individual (or family) and the highly specialized professionals

Teaching The Wealthy To Fight Back

When it comes to the wealthy protecting themselves and their loved ones, the logical set of actions is to carefully evaluate their situations and install the appropriate safeguards.

Comment, Analysis & Research