Managers of Wealth Americas

Investment advice for the missus (or hubby)

One of the reasons why Warren Buffett is being followed by lot of investors (and Twitter users) is his witty comments

Banks and capital requirements: channels of adjustment

Bank capital ratios have increased steadily since the financial crisis.

Wall Street Cash Bonuses Highest Since 2008 Crash

The average bonus on Wall Street jumped 15 percent last year to the highest level since the 2008 financial crisis and was the third largest on record, New York State's budget watchdog said on Wednesday.

The highest-return investment for women is asking for a raise - Sallie Krawcheck

Sallie Krawcheck was the president of wealth management at Bank of America and the CEO of wealth management at Citigroup.

Traditional Broker/Dealers Adding Direct Platforms

New research from global analytics firm Cerulli Associates finds that traditional broker/dealers are considering a direct model.

KPMG Corporate Finance Remains A Mid-Market Investment Banking Global Leader For 15th Consecutive Year

KPMG Corporate Finance LLC announced today that 2013 was a historic year for the leading mid-market investment bank, further enhancing its service offerings and expanding its team and core business functions to meet existing and emerging industry demands

Pioneer Investments Expands Institutional Distribution Capabilities with Senior Hire

Pioneer Investments today announced the addition of a new member to its North America institutional sales team. Brian Burke has been named Vice President of Institutional Business Development and Consultant Relations.

Investor Optimism Rises, Driven by the Bright Outlook of Retirees, According to Wells Fargo

The Wells Fargo/Gallup Investor and Retirement Optimism Index jumped 12 points in the first quarter, rising to +37 in February from +25 in November 2013.

Global Debt Exceeds $100 Trillion as Governments Binge, BIS Says

The amount of debt globally has soared more than 40 percent to $100 trillion since the first signs of the financial crisis as governments borrowed to pull their economies out of recession and companies took advantage of record low interest rates

Why Bitcoin Isn't Dead Yet

The digital cryptocurrency which may or may not have been founded in 2009 by a 64-year-old Japanese recluse — was hit by the biggest challenge it's faced so far when Mt. Gox, the world's largest bitcoin exchange.

Money is the last social taboo for the rich, reveals deVere study

Money is the most uncomfortable topic of conversation for six out of ten high-net-worth individuals, according to a new international poll.

Cerulli Predicts Independent and Dually Registered RIAs will Reach 26% Marketshare by 2016

"We anticipate the growth of the RIA channel will continue, resulting in further gain in marketshare of retail advisory assets," comments Kenton Shirk, associate director at Cerulli. "We also expect the RIA channel to keep gaining advisors

Goldman Sachs Leans In, Merrill Lynch Leans Out

Back in the real world of Wall Street and away from the absurdity of the @GSElevator hoax we have the bizarre story of Alice “A.J.” Murphy, one of the most highly respected women in finance.

Luxury Industry Optimistic About Q1 2014 UHNW Spending, Luxury Sentiment Survey Shows

More than 30% of those polled expect revenue to rise by more than 10% in Q1 2014, the report shows.

Asset Managers Show Reliance on Packaged Research Solutions

According to new research from global analytics firm Cerulli Associates, for 93% of asset managers, secondary market intelligence is the most frequently used research at their firms.

Sustained Global Economic Expansion Expected Despite China Concerns and Emerging Market Turmoil - Richard Hoey

Orderly Deceleration of Chinese Economic Growth Anticipated; U.S. GDP Growth at 3% in 2014, 2015 and 2016

SNL Financial Announces the Top 50 US Banks from Q4'13

In a report released today, no changes were seen in the largest banks and thrifts in the final quarter of 2013. JPMorgan Chase & Co. and Bank of America Corp. remain the only companies to have more than $2 trillion in assets

Wealth Advisers Offer Offshore Investors a Safe Haven in the U.S.

The recent local currency turmoil in many emerging markets has led to renewed interest among wealthy families in socking away assets in another country.

Financial Advisors Report Positive Client Response to Investment Outsourcing

Northern Trust Survey Finds Decision to Outsource Investment Activities Leads to Growth for 70% of Respondents

Selling the least profitable part of your wealth management business

Partial-book sales allow advisers to slow down, but stay in the game a little longer

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