Managers of Wealth Americas

Current RIA M&A Pricing May Be Too High

Over the past year, Morgan Stanley, Merrill Lynch and UBS have all signaled that they’re steering away from luring top producers

Into the Wilderness

“We are releasing the computer into the wilderness” announced Hendrik Leber of Acatis Asset Management in March.

Female Wall Street executives launch nonprofit to help girls get started in asset management careers

While many people in the industry acknowledge the gender-gap problem of a shortage of women, most don’t progress past talking or writing about it.

RIAs are Drawing Rich Buyout Offers

Shoppers include banks and family office firms, “including billionaires who want in to the RIA business,” Financial Advisor writes.

As Growth Picks Up, Wealth Managers Target the Client Experience

Private Wealth Gains Ground, but Revenue and Profit Pressures Linger; Delivering Value, Succeeding in Moments That Matter to Customers, and Advancing Digital Focus Are Key, Says Report by The Boston Consulting Group

Hold the Toasts to Generosity. In Fact, the Rich Give Away Very Little of Their Wealth

These factors ultimately affect the economic and financial circumstances of all types of donors and, therefore, their ability to give.

Robo-advising platforms carry new risks

Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.

How to Achieve Digital Transformation

Disruption is occurring. Here are steps to plot your path.

Millennial Investors Are Not Over the Financial Crisis

A total of 83% of millennial investors cited that their decisions today were influenced in some manner by the financial crisis

Rich get richer under new pension law

The average firm either holds the funds on its balance sheet as liquid assets or pays them out to shareholders.

Global CEOs remain optimistic over the next 3 years and look to be the disruptor

The annual study by KPMG International of nearly 1,300 CEOs from companies across 11 industries in 10 countries found that many CEOs are focused on geopolitical challenges

Generations Collide as Millennials Redefine Work, Wealth, Family and Influence

Millennials are challenging traditional approaches to investing, philanthropy and pursuit of life and career goals, but family traditions and financial support are the foundations of success and multi-generational family wealth planning.

When Silicon Valley execs suddenly make billions, they turn to this man to help them give it away

The Silicon Valley Community Foundation has shot from obscurity to become the largest of its kind in 10 years.

On Philanthropy: Women’s voices ring clear in world of philanthropy

Women of all ages and stages of life are more generous than their male counterparts

Fund houses’ assets rose but profits fell in 2016

Research further warns that a third of profits in Europe could be wiped out by 2018

The Coming Challenges For Asset Managers And Financial Advisors

We asked a nationally recognized financial services communications expert and business consultant for his real-world perspective on major challenges and trends in the financial services industry.

Hedge funds face a crisis of confidence

I have been talking about this and now I think more and more investors are beginning to realize it.

How Age Impacts Wealthy Women

There are wealthy women in America across the spectrum of age segments.

Global investors develop taste for US high-yield corporate bonds

Pushed from stocks and negatively yielding sovereign debt, traders start to like junk

Robo-Advisors, Partnerships and Inorganic Intelligence to Drive Future of Wealth Management Industry

Wealth managers will seek previously unheard of working relationships with competitors amid the increasing sophistication of the market, regulatory risks, the benefit and opportunity from greater focus and specialization, and the continuing arrival of sec

Comment, Analysis & Research