Managers of Wealth

Was 2016 the Best Year of All Time for Diamonds?

What happened in 2016 that makes us and many other financial advisers convinced that this trajectory is permanent?

Morningstar intensifies competition with asset managers

Morningstar is now embarking on arguably its biggest strategic shift since Mr Mansueto set up the company shortly before his 28th birthday.

Tech Trends 2017

The kinetic enterprise

How Ultra-Wealthy Investors View Senior Housing Real Estate

Approximately 19.53% of survey respondents said senior housing was a preferred property type of high-net-worth investors

Which Professionals Benefit From A Pro-Wealth Trump Administration

Wealth managers who provide investment expertise and additional financial services and products such as trust administration and private placement life insurance.

Richest young people in UK also likely to inherit most wealth, study finds

Together, these trends mean inherited wealth is likely to play a more important role in determining the lifetime economic resources of younger generations, with important implications for inequality and social mobility.

SEI Advisor Network Reveals Financial Advisors’ 2017 New Year’s Resolutions

Top Resolutions Include Providing Variety of Investment Strategies to Clients and Complying with the DOL Fiduciary Rule

Marijuana Sales Totaled $6.7 Billion In 2016

To put this in perspective, this industry growth is larger and faster than even the dot-com era.

Why Aren’t There More Female Billionaires?

The threshold for making the top 1 percent of earners in 2014 was $390,000, while it was $1.32 million for the top 0.1 percent, according to the definitions of income used in the research.

ARC PCI & ACI Estimates and 2016 in review

"Sell everything except high quality bonds. This is about return of capital, not return on capital. In a crowded hall the exit doors are small." Andrew Roberts, RBS Head of Credit, 11th January 2016

Wall Street Strategists Feel Better Together in 2017

High valuations and an unpredictable president-elect leave year-end forecasts more clustered together than ever before.

Why The Rich And Super-Rich Will Purchase Life Insurance Even Without An Estate Tax

The rich and super-rich will continue to purchase life insurance for other reasons.

Top 10 Fascinating Asset Owner Hires of 2016

Promotions within an organization do not count.

These are the 7 Most Googled Billionaire Investors (HLF)

Warren Buffett, leader of Berkshire Hathaway and one of the wealthiest people on the planet, has long held a reputation for being a savvy, sagacious investor

Who's Most Likely to Get Wall Street Bonuses?

Employees in FICC institutions have generally seen an increase in overall compensation over the past year.

Fine wine index raises a toast to Brexit after biggest gains in six years

Bordeaux continues to hold the lion’s share of the fine wine market at 74.4pc

60 Minutes Spotlights On Caribbean Passports for Sale

The passport allows him entry to more than 100 countries without having to get special permission.

Advisors in Motion Driving Growth of Dual Contract Accounts

The practice of signing two contracts not only persists, but continues to grow

3 emerging risks your clients aren’t prepared for in 2017

While many have taken the necessary precautions to protect their families, assets and livelihoods.

Why high-net-worth investors like a little private equity

With the advent of private equity funds and other products, private equity is no longer the exclusive domain of pensions and ultra-wealthy individuals.

Research