Managers of Wealth Americas

US Equity is Center Stage but European Managers Must Stay Focused on Fee Pressure in 2017

Cerulli says that in the aftermath of the market ructions caused by Trump's election, one trend stood out: passive funds fared best.

Trumponomics and the consequences for the policy mix

Our analysis suggests that the monetary policy environment which has been so accommodative for such a long time will start normalising, while restrictive fiscal policies will start to loosen. This evolution of the policy mix will have major consequences i

St. James’s Place – “A financial tale of two New Yorkers”

The relationship between the White House and the Federal Reserve should be uncomplicated,

M&A trends report 2016, year-end edition

In the midst of accelerated mergers and acquisitions (M&A) activity at the end of 2016, we asked 1,000 corporate and private equity investors what to expect in the year ahead.

Predictions for FINRA's 2017 priorities

The hefty fine levied against UBS due to its failure to report, or incorrect reporting, of an estimated 7.59 million over-the-counter options positions from 2010 to 2015, is just one example of this strict enforcement in action.

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.

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