Managers of Wealth Americas

US household wealth tops $100 trillion for first time

Real estate prices rose by $500 million from the previous quarter.

How to get narcissists to give money to charity

They’re not known for their empathy, but this trait can be exploited

Robotic Process Automation Software - Promising New Technology

The 2018 Financial Services Industry Survey Report confirms numerous compliance functions, from initial inquires through customer off-boarding, as key challenges for financial institutions

Technology Solutions Must Deliver the Best Client Experience Across the Wealth Management Landscape - RESEARCH

To take its capabilities to the next level, Pershing is now launching the next generation of integration services by adding "componentization" through NetXServices.

UBS tops 2017 Global AUM Ranking as first Chinese player enters the top 10, says GlobalData

The ranking will be officially presented at the Private Banking & Wealth Management: London 2018 Conference and Awards on 7th June 2018

Lack Of Communication Killing Family Wealth

Many clients fear outliving their money and not being able to leave anything for their kids.

GIIN Annual Investor Survey 2018

Respondents collectively manage over USD 228 billion in impact investing assets, a figure which serves as the latest best-available ‘floor’ for the size of the impact investing market.

Will cheap advice turn off wealthy customers?

Robo-advice is expected to top $4 trillion in assets in four years.

Personalized Socially Responsible Investing Continues to Grow - RESEARCH

High-net-worth Millennials, aware of these doing-well-by-doing-good dynamics, increasingly look at philanthropy and investment through a single lens.

The Millionaires Are Fleeing. Maybe You Should, Too

The rich don’t always emigrate along with their money, but when they do, it is an even more telling sign of trouble.

Institutional Investors are Increasingly Turning to Outsourced Chief Investment Officers

The research study of 33 OCIO providers conducted during Q1 2018, found that funds invested through OCIOs are predominately focused on endowments and foundations

Private Equity Giants Take on Congress With Billions on the Line

Legislation would increase scrutiny of foreign investment

The number of new banks in America has fallen off a cliff

One brave soul in Texas shows that it can still be done

The keys to connecting with tech-savvy investors by SSC

Find out tips for creating relevant information on-demand, communicating via multiple channels and providing greater transparency in the financial planning process.

OECD sees stronger world economy, but risks loom large

The pace of global expansion over the 2018-19 period is expected to hover near 4%, which is close to the long-term average.

SEI Warns That Many TDFs Are Too Risky

SEI has been talking to TDF managers about deploying strategies within their investment lineup that mitigate the potential downside.

Morgan Stanley shares drop the most in nearly 2 years after wealth management exec says business slowed

The firm is seeing "obvious headwinds" in transaction revenue among retail clients as activity slowed in March

The Parent Trap: Avoiding Common Multigenerational Wealth Planning Pitfalls

Advisors are in a prime position to play a central role in generational wealth management for HNW clients and families

The difference between millennial and baby boomer investors

Barbara Knoblach, an associate at Money Coaches Canada in Edmonton, works with a lot of millennial clients, so has observed trends she doesn’t usually see in Gen Xers (born in the early 1960s) or baby boomers.

Global funds draw almost US$2 trillion net inflows in 2017

It also notes that passive equity funds continued to take market share from their active counterparts across-the-board, with $662 million of inflows.

Comment, Analysis & Research