Managers of Wealth Americas

Advisors' Approach Influenced by DC

Washington is on advisors' brains, Folio adds 200,000 brokerage accounts and a Michigan-based Merrill team joins Raymond James.

Adopting new technologies could help banking customers, according to HSBC

Respondents were found to lack knowledge of new technologies, with blockchain, finance applications integrated into social media and robo-advisors being amongst those that are the least understood.

France makes Brexit pitch to Wall Street banks in New York

Macron is promising to overhaul the labour market and simplify the French tax and pension systems

Asset management looks different in 2020: Research

Forty-four deals took place in the first quarter of 2017, and Casey Quirk expects 2017’s volume to likely outpace the last two years.

Global Political and Economic Uncertainty Create a New Breed of Digital Innovators

Nash/KPMG CIO Survey

Here's What New Graduates Should Know Before Entering Wealth Management

Acting as a fiduciary means putting your clients’ interests first at all times

On growing the pie, not eating it by Tim Price

It is also an exposure of the biggest lie in British politics: that national insurance is a separate levy which is set aside to pay for this kind of thing. It isn’t.

Wirehouses use predictive analytics to shore up goals-based planning

Large brokerage firms are updating technology to get a better understanding of clients in real time, augment advisers' service and improve client experience

Unpacking Impact Investing -- An Emerging Asset Class

In addition, investment managers are closely examining public companies and their practices around fair pay, gender equality, socially responsible supply chains, and the environment.

Payments and the Internet of Things: Opportunities and Challenges

Diverse partnerships are being formed between payments companies, device manufacturers, and various specialist players to enable connected commerce transactions.

Financial Services Casting Nets For Younger Pros as Advisors Age Out

Early this year, Merrill’s brokerage division launched a new initiative to both land and train younger advisors – a move that’s been a long time coming for an industry showing signs of growing long in the tooth.

BlackRock bets on Aladdin as genie of growth

World’s biggest asset manager plans to extend industry’s use of its technology

World's Rich Confident They Can Scale Wall of Global Risk- Survey

Some 82 per cent of those surveyed said this is the most unpredictable period in history.

How Professionals Negotiate With Single-Family Offices

They are multiplying in number as well as the amount of wealth they control.

The super rich aren't selling because of Trump

Wealthy Americans seem to be taking Wednesday's stock slide in stride.

Banks are getting a headache from bonus fatigue

Pay data firm Emolument measured the happiness of bankers at six global behemoths over the past two years.

The Gender Gap in Financial Outcomes

The JPMorgan Chase Institute compares the financial outcomes of accounts held by women versus men and examines changes in these outcomes that result from an extraordinary medical payment.

Hedge Fund Managers Don’t Always Beat the Market, but They Still Make Billions

Nearly half of the top-25 earners made single-digit returns for their investors

Wall Street Thinks Trump’s All Talk When It Comes to Breaking Up Banks

Bankers expect to get rules changed on Volcker, stress tests

Another Small Firm Dissolves B/D, Joins Larger IBD

Security Bank of Kansas City, a bank-based program with 10 advisors, is the latest firm to dissolve its b/d entity and move to larger firm as a super OSJ.

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