Managers of Wealth Americas

A Cheat Sheet on the Deglobalization of the Financial World

From banking credit, bond-market flows to emerging-market capital trends, we present a bevy of charts to sketch the landscape for financial globalization.

Innovation Barrier: More than Half of 401(k) Plan Sponsors Express Concern Over Potential Litigation

This mindset can make plan sponsors reluctant to adopt new products, such as those focused on retirement income.

When wonks go rogue by Tim Price

Far from reducing crime and corruption, it boosted both. Al Capone, one of the most infamous beneficiaries of prohibition, was by 1927 earning $60 million a year from alcohol sales alone. As he conceded, “all I do is satisfy a public demand.”

Is Private Company Ownership a Risk for Mutual Funds?

First, private companies have delayed IPOs, opting to raise capital in the private market

Product Innovation and Rationalization Struggles as Manager and Product Consolidation Continues

Cerulli believes that managers will continue their mode of product rationalization versus emphasizing product innovation and expansion as a result.

Just over half of HNWI assets are in discretionary mandates

Verdict Financial’s research shows that discretionary portfolio managers will experience competition from digital providers, which have traditionally been conceived as appealing mostly to self-directed investors.

A new world order: traditional economies are failing successful millennials

As few as 37% of those questioned in Germany, and 40% in the UK, thought they would be better off than their parents at age 65.

AIG Study: U.S. Ultra High Net Worth Clients Own Nine Homes Overseas, Prefer Property in North and South America; Multinational Coverage Needed to Cover Risk

This population owns nine homes overseas, on average.

Here's what Wall Street's top performers expect from their bonuses this year

The survey takes in the views of the top 25% of performers at the top 10 firms in each business line.

Low returns, high volatility top institutional investors' list of concerns - RESEARCH

With More Asset Allocation Changes Expected Globally, Institutional Investors May Find Value in Examining the Rigor of their Investment Decision-Making Process

Why Trump's Not Enough to End Banking Woes

Concerns over global economic growth and political uncertainly may hold the Federal Reserve back from hiking rates

Low-Cost Demand and Pending Regulation Amplify Pricing Pressure on U.S. Advisory Industry

The U.S. advisory industry continues to face a number of pressures from the popularity of passive investing and potential regulatory changes. Advisors are preparing for the impact that the Department of Labor's Conflict of Interest Rule will have on

Huntington Recognized as Tops Among Banks for Wealth, Investment Services

The bank received the 2015 Greenwich Excellence Award for Client Likelihood to Recommend.

Number of women in asset management flatlines

‘Limited leadership opportunities’ for female entrants, finds study of 26,000 funds

The importance of digital for wealth managers

The adoption of hybrid and robo advisory tools will register the higher growth in two years

Insourcing, Outsourcing, or Passive: U.S. Institutional Investors Consider Best Options to Cut Costs and Meet Investment Goals

As the pressure to meet assumed return targets continues for all types of institutional asset owners, many investors have been forced to look at different options in an attempt to reach their desired objectives.

Comment, Analysis & Research