Managers of Wealth Americas

You Don’t Have To Worry What Your Remote Employees Do All Day

Leading a virtual team takes a high degree of trust, and is a valuable test for leaders and managers.

Why active fund managers can miss red flags for fraud

High-profile collapse of fintech firm raises questions on managers' ability and inclination to look under the hood

How Texas Investors Viewed Private Equity Before the Pandemic Struck

Almost all buyout funds were predicting 20 percent gross returns before markets began tanking, according to the former CIO of the Memorial Hermann Health System.

Ultra-Rich Make Impact on LA, Even If They Don’t Live Here

Convenience and security aside, the trophy property is also a savvy branding move that adds a dash of Hollywood pedigree to his tech company’s entertainment businesses.

CMOs And Brands: It’s Time To Adapt. We Are Never Going Back To ‘Normal’.

There is now much discussion about how and when we return to normal.

Why Rich Americans Are Fleeing To The Caribbean This Winter

U.S. inquiries for residential villas at Secret Bay in Dominica have jumped 66%.

The world's largest wealth manager explains why traders should stay invested amid the market's latest downturn — and offers 3 specific recommendations

"Stocks are still well-supported by a combination of Fed liquidity, attractive equity risk premiums, and an ongoing recovery as economies reopen from the lockdowns."

9 Tips for Managing Remote Employees

HR should help managers with nine specific activities to ensure employees get the requisite support to tackle the emotional roller coaster of this crisis — and are productive and engaged.

Institutional investor group releases draft guide focused on net zero carbon emissions

Their analyses from the trials will be folded into the guide, which currently features recommended actions, metrics and methodologies for investors to follow.

Onboarding new asset types: a case for flexible risk model integration

Fast-evolving analytics platforms should make this granular investigation process lighter to perform.

Layoffs Continue And Furloughs Become Permanent Job Losses

According to Bloomberg, about 200,000 job cuts have been announced recently.

Are you prepared to quickly respond to bank acquisition opportunities?

An important part of the FDIC bid process, due diligence, is conducted using virtual data rooms to share key data, including loan portfolio tapes and other critical data information.

Central Bankers – Finally an Admission of Guilt by Gary Dugan

This year's annual meeting of global central bankers at Jackson Hole, Wyoming, like so much this year, has been unprecedented.

How to Start Distributing Power and Stop Delegating It

Leaders like to talk about autonomy, but few actually know how to put employees in power.

Sovereign interest in ETFs on the rise as wrapper passes coronavirus test

The survey of sovereign wealth and central bank asset managers across 139 institutions showed close on half now believe ETFs are the most attractive method of equity implementation.

Pandemic has pushed philanthropic giving to new high

Research reveals that wealthy donors have given more during the COVID-19 crisis than in previous disasters

Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals

AIG Life & Retirement and MIT AgeLab Study Reveals Clients Desire Wider-Ranging Conversations with Advisors

Morningstar's Annual “Mind the Gap” Study Finds US Investor Return Gaps Closing In as Fund Industry Grows in Size and Maturity

Morningstar, Inc., a leading provider of independent investment research, has published its annual study of US investor returns, “Mind the Gap,” which measures how investors' actual results stack up compared with reported total returns.

The financial therapists helping wealthy people cope with change

For affluent clients, a pandemic, economic volatility and political turmoil have brought on a bit of shock

Only 2.8% of retirement savers made a withdrawal from their 401(k) so far this year

About 2.2% of savers took a withdrawal during the first half of 2018, according to ICI.

Comment, Analysis & Research