Managers of Wealth Americas

The Rise Of Self-Made, Super-Rich Women And Single-Family Offices

These women are not pushovers

Financial Advisory Firms Struggle to Attract and Keep Young Talent

Demand is strong but wealth management firms are having trouble finding and keeping top performers, especially in the younger age bracket. A new report serves up some advice on changes the financial advisory industry can make to attract Millennials.

Sallie Krawcheck: Why Corporate America Will Never ‘Get’ Diversity

Maybe the better results that come from increased gender diversity just aren’t enough to get men—who remain mostly in charge

What Is Thematic Investing?

It centers on identifying the ideas and trends that are most likely to reshape the economy for years to come

How To Invest In Chinese Startups Like A Pro

Chang is no stranger to early-stage investing.

Global Investors representing $12 trillion condemn Trump decision

Global Investors representing $12 trillion condemn Trump decisionSustainable Investment Alliance Statement on US withdrawal[SH1] from the Paris Climate Agreement

Unmotivated and irresponsible millennials? Not when it comes to finances, according to new study from RBC Wealth Management

High net worth millennials are proactive and curious about financial matters, the survey found.

How Wells Fargo's Cutthroat Corporate Culture Allegedly Drove Bankers to Fraud

Most Americans have assumed their bank accounts are sacrosanct.

Research reveals US expats don’t like tax rules for those working overseas

The survey from expat tax specialists Greenback, also found that 62% of expats reported that they did not owe any taxes last year or receive a refund. Under the FACTA rules introduced in 2010 all American taxpayers must file their foreign financial accoun

Rise of the technophobe - education key to tech adoption, says HSBC

The HSBC research report, Trust in Technology, shows that technologies such as fingerprint recognition, voice recognition and robo-advice hold enormous potential for uses from bank security to mobile payments and investment advice, yet millions of people

Rip-off banking fees are choking company flotations, warns OECD

The traditional model of hiring one bank for an initial public offering of shares has given way to a system of hiring a consortium of banks to underwrite the equity sale.

Asset Management Fee Comtinue To Fall Across Asset Classes

The bfinance report “Investment Management Fees: New Savings, New Challenges” found that active global equity management fees have dropped by 8% since the 2010-2014 period as many big investors have embraced passive strategies, brought functio

Active money management alive, but not everyone in on fun

Macquarie Investment Management also is seeing heavy inflows within its active strategies.

Banks Eager For Artificial Intelligence, But Slow To Adopt

Disaster recovery is also critical and must be performed on premise

Preqin: Billion Dollar Club Expands By Eight In Past Year, AUM By 6%

The Billion Dollar Club...has great influence over the industry

Dismantling Public Pensions Could Blow $3 Trillion Hole in U.S. Personal Income over Next Decade, NCPERS Warns

Economic Growth Would Suffer if Pressure to Curb Pensions Continues Unchecked

In green investment, it’s fight or flight

The funds pulled from errant companies are re-invested into other sectors that follow the same economic trends.

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

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