Managers of Wealth Americas

Millionaires, High-Net-Worth, Ultra-High-Net-Worth - RESEARCH

This new study, Millionaire Market Monitor, will deliver totally new and powerful insights to marketers that target the truly wealthy.

Financial Advisor Confidence Flattens in August

Wealthmanagement.com’s Advisor Confidence Index (ACI) is a monthly poll taken among some 150 independent financial advisors

Top pension fund assets hit $15 trillion

Total assets of the world’s largest 300 pension funds grew by over 6% in 2013 to reach a new high of almost US$15 trillion.

Luxury Home Values Rise In The Second Quarter Of 2014

There is increasing demand, along with appreciating prices, for luxury homes in prime areas of Los Angeles

Investors See 'Fee Only' & 'No Commission' as Interchangable

Successful Advisor Propositions Answer the Question, 'Why Should I Choose You?'

S&P Capital IQ Releases Quarterly Hedge Fund Tracker

Millennium Management up to 3rd; Info Tech and Healthcare Top Sector Buys, Financials Biggest Sell; Ackman Sparks Interest in Allergan; Apple, Netflix Hot; 21st Century Fox, Verizon, and Time Warner Not

Three ways to pass your wealth to your children without spoiling them

One of the perennial issues high-net worth families worry about is how they can pass their wealth to the next generation without spoiling their kids or destroying their drive or ambition.

The Costs of a Wealthy Lifestyle

The-Costs-of-A-Wealthy-Lifestyle More Sharing ServicesShare | Share on print Share on email Share on twitter Share on facebook Share on digg The Costs of a Wealthy Lifestyle The cost of living a wealthy lifestyle includes paying for util

Technology innovation a priority for wealth managers

The study is based on responses from 129 wealth and trust company executives from North American community banks, regional trust banks, large global banks, family offices, and registered investment advisors.

SS&C GlobeOp Forward Redemption Indicator: August notifications 4.19%

SS&C GlobeOp’s data on the GlobeOp platform represents approximately 10% of the hedge fund industry. Below the announcement you will see some historic peaks/lows with regards to the Index.

Emerging and Frontier Markets: Assessing Risk and Opportunity - RESEARCH

Key factors that remain at the forefront for any entity planning to lease, own, or operate property in emerging and frontier markets include transparency risks regarding the reliability and accessibility of information about property rights as well as cor

Global survey finds good CSR makes good business sense

A survey of 2,500 businesses in 34 economies finds that businesses are being driven towards more socially and environmentally sustainable practices not simply by brand building or altruism, but because it makes good financial sense.

Foreign Investment in U.S. Real Estate Widely Under

Data companies such as Real Capital Analytics look primarily at deed transfers to determine transfers to foreign investors, and therefore typically miss the substantial investments by foreign investors who partner with domestic operators.

Where There Is Value, There Are Investors by Russ Koesterich, Blackrock

Ultimately though, relative value is the order of the day and has become a key differentiator of performance.

Banking Brand Myths: Larger Banks Don’t Care, Smaller Banks Offer Better Service

In banking, we often hold these “truths” to be self-evident: Large banks offer their customers a wide array of products and services including leading and varied technology, but they don’t care as much about their customers.

More Banks Likely to Offer Wealth Management

SourceMedia and its flagship brand American Banker have published "Making Wealth Management Work," a new research report that explores the acceleration of banks' interest and activity in the business of wealth management.

Canadian AM's and Institutional Funds Broadening Their Use of ETFs

Study Reveals Asset Managers are Using ETFs More Strategically and Institutional Investors Plan to Increase Their Holdings by Next Year

Mid-Market MA Conditions Index Shows A Promising Start To Second Half of 2014

Leads and Completed Deals also rose in July

SS&C GlobeOp Hedge Fund Performance Index down 0.37 per cent in July

The gross return of the SS&C GlobeOp Hedge Fund Performance Index for July 2014 measured -0.37%.

The Smell of Money

Investors cannot underemphasize the importance of global investing, particularly when “sniffing-out” opportunities in an attempt to preserve their global purchasing power.

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