Managers of Wealth Americas

Nearly Half of Insurers Feel DOL Conflict of Interest Rule Would Positively Impact Sales of Fee-Based Annuities

Insurers' responses to new the regulatory landscape will significantly impact the future of VA and FIA sales. "In order to ensure future relevance, insurers must examine both the pricing and positioning of their products," explains Donnie E

John Hancock Investments expands its sustainable investment lineup, launching two new ESG funds

The new funds, which offer exposure to the fixed-income and international equity markets, complement John Hancock Investments' existing U.S. equity-focused ESG funds.

Wealth Adviser Daily Briefing: Answering Clients’ Rising-Rate Questions

Curated news and analysis for wealth advisers and their clients from WSJ reporters and columnists and beyond

How J.P. Morgan stole 90% of the MRF market

J.P. Morgan Asset Management quietly captured nearly all of the China-Hong Kong Mutual Recognition of Funds market.

Volatility top concern for global institutional investors in 2017 – survey

Institutional investors preferred active management over passive

Major Giving Reaches an All-Time High

Ultra-Wealthy Individuals Donate Nearly US$30 million Over the Course of Their Lifetimes

Many Americans Feel in Better Financial Shape, Although Economic Concerns Linger

Fidelity customers can also obtain more information at the Fidelity Planning & Guidance Center.

Investors hike allocation to banks as global growth optimism grows

Investor expectations of global growth have jumped to 19-month high, says a BofAML survey

Top Four Ways Employees Use Proceeds From Company Stock Purchase Plans

Saving for a “rainy day.” Eleven percent put the money in an emergency fund.

Wall Street Banks Should Sharpen Their Knives

Even the boom in Chinese acquisitions offshore isn't a clear-cut winner, although Wall Street does still reign when it comes to advising Chinese corporations

Advisors Expect to Accelerate Use of ETFs, Smart Beta

When asked to rate the most important traits to consider when selecting an ETF.

In or Out? Advisors Assess Retirement Plan Business Amid Regulatory Changes

Cerulli expects that advisors will increasingly turn to fiduciary outsourcing providers

US investors champion UK but global wealth managers look to reduce exposure post Brexit

The majority of international investors intend to invest less in the UK as a result of the Brexit vote

Predictions for financial services in 2017 - Mitek

2017 will see an end to regulatory leniency for Fintechs as the bell rings on play time

A principled response to Enron, 15 years on by Aberdeen Asset Managers

By playing at the boundaries of accounting standards, the US energy trader was able to hide its losses off balance sheet and continue to operate when it was in effect already bust.

Big banks in US could see fat payday under Trump

Trump’s cabinet appointments have furthered the sense that his presidency will be good for big finance

Here's what 9 Wall Street pros are predicting for the stock market in 2017

Near this time last year, the median year-end forecast for the benchmark S&P 500 index was 2,178 according to Bloomberg.

B.C.’s most expensive homes owned by offshore shell companies and trusts: Report

NDP Housing Critic David Eby says the report’s findings are sparking more money laundering fears.

Climbing the Wall of Worry – A Look Ahead to 2017

As we head into 2017 global monetary conditions are supportive of growth, and there is now active discussion about fiscal easing globally.

6 key M&A trends to watch in 2017 - Deloitte

Will the year-end momentum of 2016 continue into 2017?

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