Managers of Wealth Americas

5 Questions to Make Your New Year's Financial Resolutions

One place to start is how you answer these 5 “financial health” questions since a recent study showed them to have a high correlation with net worth

Hedge Fund Inflows Resume, Assets Reach $3.1 Trillion

Top performing managed futures have yet to convince investors to shift allocations

David Tepper Warns 2015 Poised To Be Like 1999

The Dow Jones and the NASDAQ recorded outstanding gains of 25.2% and 85.6% in 1999, respectively.

Tiger 21: Ultra Wealthy Prefer PE To Hedge Funds

Hedge funds lost two percentage points from a year ago

One Nation Divided by Wealth

The good news is that just about everyone understands that extreme inequality is a problem.

Private Trust Companies – Don’t Believe all the Hype

PTCs can benefit ultra-high-net-worth families, but it’s best to proceed cautiously

Financial Start-Ups Aim to Court the Anti-Finance Crowd

Big banks and brokerage firms haven’t been sitting still

Rowan Dartington says expect a rocky new year

The possibility of a Greek election if the parliament does not elect a new President by 29th December is also a concern for Stephens going into the new year.

Hello 2015: the EM “catch up” themes to watch

China and India are potentially at the forefront of this trend towards improving ‘public’ goods and services

Legg Mason's five key calls for 2015

Legg Mason and its subsidiaries highlight five asset classes they expect to perform strongly next year.

How Other Economies Are Struggling as US Shines

Europe is straining just to grow. So is Brazil. Japan has slid into recession. China is trying to manage a slowdown. Russia foresees a recession next year.

Good Medicine for Bad Bankers

Maybe someone should launch a reality show called “Bankers Behaving Badly.”

For Older Board Members, the Pressure to Move On

Time may be running out for senior statesmen on U.S. corporate boards.

Will hedge fund fees come down to earth in 2015?

Sophisticated investors have this on their New Year's resolution list: Negotiate harder on hedge fund fees.

Speeding the conversion of non-believers

Why are convertible bonds a fundamentally attractive asset class?

Wealth Adviser: Year of the Carrot for Brokers

At all of Wall Street’s major brokerages, advisers now know the details of how their pay will be formulated in 2015.

5 Banks Growing Faster Than Bank of America

Legendary Wachovia CEO John Medlin described a successful bank as a three-legged stool.

The Valuation Analyst’s Role in U.S. Tax Court Trials

The analyst must be able to demonstrate oral and cognitive abilities during cross-examination, redirect examination and rebuttal testimony.

Time to Bounce Back?

Members of the Trusts & Estates Investment Committee held their annual meeting to discuss significant developments in 2014 and how the market will play out.

Offshore Tax Crimes Scorecard: Bankers, Lawyers, Advisers

The U.S. Justice Department has a mixed record of success in prosecuting offshore bankers, lawyers and advisers accused of helping U.S. taxpayers cheat on their taxes.

Comment, Analysis & Research