Managers of Wealth Americas

The Next 3 Surges That Will Change the Future of Crowdfunding

The ruling by this regulatory body will likely come about in late 2014, but even while the public is eagerly waiting in anticipation, due diligence is still recommended.

Investment adviser regulatory assets under management reach USD61.7trn

Total regulatory assets under management (RAUM) reported by all investment advisers as of 7 April was USD61.7 trillion, representing a substantial increase from the USD54.8 trillion RAUM reported in April 2013.

Most Millionaires Say They Are Concerned About Income Inequality

The survey, from PNC Wealth Management, found that 64 percent of millionaires are "concerned" about economic inequality in America, and about half of those millionaires are "extremely concerned."

Bonuses near pre-crisis peak for US fund managers

US asset managers' bonuses for 2014 will be close to their pre-crisis peak, according to new research, while investment bankers and hedge fund managers continue to see pay lag levels of the boom years.

2014 Asset Management Industry Trends Survey

The asset management industry is facing increasingly complex operational and regulatory challenges

Surge in Confidence Among World’s Largest Institutional Investors - RESEARCH

The Pyramis survey identifies regional differences across such topics as: expectations for market volatility, perspectives on alternatives, investment objectives and investment opportunities.

The coming deluge: Should the U.S. fear Chinese investment?

The greatest obstacle to outbound Chinese investment in the U.S. is not protectionism or discrimination, but a dearth of sophistication and management skills among Chinese investors.

US institutions sour on hedge fund fees, survey shows

The US responses appear to reflect growing dissatisfaction with the fees charged by hedge funds, in particular. Both hedge funds and private equity funds typically charge 2 percent upfront and keep 20 percent of the profits they generate for clients.

Women Get More Lead Roles, But the Script Hasn’t Really Changed

And as sister title Financial News’s annual list of the 100 most influential women in finance shows, there are now many women at the top of the industry in Europe.

73% Of Americans Abroad Consider Giving up Passport Due To FATCA

16 per cent said they would not consider relinquishing their U.S. citizenship and 11 per cent did not know.

Families That Discuss Financial Plans Feud Less, Says Fidelity COO

The heightened market volatility recently provided an opening for Chris McDermott, chief operating officer at Fidelity Private Wealth Management, and his colleagues to talk to their clients about long-term investing, patience and weathering the storm duri

Industry Research Awards Eight Financial Services Firms for Digital Marketing and Media Excellence in 2014

Brand New Media and Northwestern University research identifies eight financial services firms that are leading the way in digital marketing and media

Which Universities Produce The Most Billionaires?

Twenty-five billionaires obtained their bachelor’s degrees from the University of Pennsylvania, making it the top university in the world in terms of number of billionaire undergraduate alumni, according to this year’s Wealth-X and UBS Billion

Insights into Billionaires' Balance Sheets - UBS

Global Family Office Report 2014: Largest Family Office Research Study ever offers insight into Family Office Performance and Structures

Most U.S. Millionaires Give To Charity, But Few Plan Spending

The study found that American millionaires don’t shy away from cutting large donation checks either. Roughly a quarter have given at least $100,000 in their lifetimes, while three-quarters have given at least $25,000.

SS&C GlobeOp Forward Redemption Indicator: October Notifications 3.12%

The SS&C GlobeOp Forward Redemption Indicator for October 2014 measured 3.12%, down from 3.25% in September.

Why More Accounting Firms Are Creating Family Offices

The ability for accounting firms to distinguish themselves from their peers. The vast majority of services provided by accounting firms have become completely commoditized.

The Rich Are Getting Richer, but Many Brands May Be Missing the Wealth Effect

The U.S. market of millionaires is the largest in the world, yet the market potential of millionaires remains largely untapped by luxury brands, such as Louis Vuitton, Hermes, Gucci, Prada and Rolex

Research Shows Increased Client Satisfaction From Long-Term Advisor Relationships

Younger investors in all three wealth segments express less satisfaction in their advisor than older investors, many of whom have long-term relationships with their advisor. Among Mass Affluent investors (with a net

Taxes are on the Minds of Wealthy Investors

Older wealthy investors are most active when it comes to dealing with their tax bite.

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