Managers of Wealth Americas

Fidelity Ends Card Partnership With AmEx, BofA in Visa Deal

Their brands are more closely aligned with Boston-based Fidelity’s, and financial terms didn’t play a major role in the move

Wealth Transfer: Opportunity (Or Not) For Advisors

And families typically don’t like to talk openly about their wealth.

RCS Capital to File Prearranged Bankruptcy

Once RCAP emerges from bankruptcy, the restructured company plans to focus solely on its retail brokerage services.

Hedge Funds’ Idea Man

Ari Bergmann has been an under-the-radar consultant for some of Wall Street’s most influential investors

Hedge fund Hercules earns year’s top buy at $91.54M

It’s been quite the year for the city’s residential real estate market.

Whitebox To Liquidate Its Mutual Funds As Redemptions Rise

The funds are all in cash and all redemptions are being met, Kaiyalethe said.

One woman blew away her hedge fund peers in 2015 using her own money

With those sort of returns, Ko is certainly a standout in 2015

Bommer Is Returning Money From Hedge Fund SAB After 17 Years

Billionaire Michael Platt is ending his 15-year career of managing client money

Golfer’s Hedge Fund Makes Bid For Nabi Tablet Maker

Golfer Greg Norman’s fund bids $10 million for children’s tablet maker Fuhu

How to Talk Clients Out Of 'Can't Lose' Investments

He suggested they hold off for a few months and keep an eye on it

Whitebox Advisors Buckles Under Weight Of Redemptions

Whitebox’s mutual funds, which collectively held more than $300 million, were closed to new purchases on Dec. 17.

‘Bond predators’ on Puerto Rican debt want their bailout

A Chapter 9 bankruptcy would cost American taxpayers about nothing, but hedge funds are pushing for a bailout.

The cofounder of one of Wall Street's elite conferences is shutting down his hedge fund

Seneca, an event-driven fund, closed the year down 6%.

For Sale (to Women Only)

From financial advice to house-cleaning, plenty of companies sell their services only to ladies. Is this more than savvy marketing?

NFP Acquires Absolute Advantage Insurance Services

Acquisition extends property & casualty services in Southwest region

Regulatory changes impacting high-yield liquidity

This high-yield decline will go down as an important example of the effects of regulations on liquidity for years to come.

DST Systems subsidiary to acquire Kaufman Rossin Fund Services

KRFS has offices in Miami, Boston, San Francisco, Dallas, and Grand Cayman

Vineer Bhansali launches new asset management firm and portfolio manager

Vineer Bhansali has formed LongTail Alpha, a new investment management advisory firm that will provide qualified investors with the opportunity to benefit from the experience of one of the most accomplished tail risk experts in the financial industry.

How the Third Avenue Fund Melted Down

Years of discord ended in a final showdown, with CEO David Barse escorted from the building

NextCapital's Funding Lesson: Unique is Valuable

The run-of-the-mill robo isn't going to attract investments anymore

Alternative Investments