Managers of Wealth Americas

DC plans putting greater focus on lower-fee vehicles, alternative strategies, and income generation

These private or 'white label' funds typically have lower costs than mutual funds.

Olivarez achieves Circle of Success recognition

Only a select number of high-performing Ameriprise financial advisors earn this distinction.

Financial Advisors Are Key to Preventing State Escheatment of Assets

Broker/dealer firms are generally aware of their compliance obligations under state unclaimed property laws.

Hedge fund manager asks $20M for waterfront Bal Harbour estate

Listing price breaks down to $3,400 psf for home and $440 psf for the land

Another Hedge Funder Admits That Hedge Funds Are a Scam

It seems like the safest bet, then, in this “hedge fund killing field,” as Dan Loeb called it, would be for hedge funders to distance themselves from themselves.

Jack Treynor, leader in investment theory, dies at 86

He wrote extensively on topics ranging from pension and index funds to market making, spending more than a decade as editor of the Financial Analysts Journal.

Pouring SALT on Hedge Funds’ Wounds in Vegas

The almost somber mood among investors and managers at this week’s annual SALT conference reflected hedge funds’ recent struggles.

CIBC Asset Management launches Renaissance Private Investment Program for affluent investors

CIBC Asset Management partners with specialized investment managers

American billionaires Warren Buffett and Dan Gilbert to bid for Yahoo's internet assets

However, reports claimed that the Berkshire Hathaway-Quicken Loans consortium was not likely to win the bid, but that it would only boost Yahoo's prospects in the process.

State Street and CFA Institute Partner to Strengthen Talent Development and Thought Leadership

Risk Excellence: State Street and CFA Institute share a commitment to high ethical standards.

Private-Equity Chief Jeremy Coller Without a Successor After CEO Departure

Jeremy Coller named his firm after himself to make it tougher for colleagues to oust him

SS&C GlobeOp Hedge Fund Performance Index measures 1.19 per cent in April

The moderate flow activity suggests investors are keeping their hedge fund allocations fairly constant despite unsettled market conditions.

Small bank goes far and wide to build wealth business

We would contend that a branch network is not necessary," said Derrick Jones, senior managing director and head of wealth management.

State Street Global Advisors Strengthens its Global ETF Business

Under this new structure and leadership team we can build on our past success, while responding more quickly to client demands.

Norwest taps Charles Moorse as general counsel

In this role, Moorse will have responsibility for providing leadership, expertise and support on a wide range of legal matters.

Hedge funds faced stormy waters in 2015, but chiefs cashed in

Even as regulators push to rein in compensation at Wall Street banks, top hedge fund managers earn more than 50 times what the top executives at banks are paid.

Will SRI Evolve Beyond a Niche Market?

Then modern portfolio theory came along, which said you can invest in risky securities, as long as you balance out that risk.

Hedge Fund Reality Check

New CEM research indicates that some did but most did not.

How the world's biggest hedge funds became unkillable

Even more spectacularly, the 25 most highly paid hedge fund managers earned a collective $12.94 billion in 2015, reports Institutional Investors Alpha.

These hedge fund managers made $4.7 million per day last year

The rankings, issued by Institutional Investor’s Alpha magazine, offers a rare peek inside the world of hedge fund managers, who can make massive bets on stocks or bonds and walk away with billions in profits.

Alternative Investments