Managers of Wealth Americas

The Pains of Starting a Fintech Bank

Everyone complains that banks don't innovate fast enough, but facts on the ground often make it hard to do so.

Millennial small business owners in it for the long haul, Wells Fargo survey reports

Millennial small business owners are, however, on a mission to seek out knowledge that will help their businesses grow.

How Brexit Affects Bank-Fintech Ties

When the U.K. voted in a national referendum on Thursday to leave the European Union, it created a lot of uncertainty for these startups.

Donald Trump promised millions to charity, but less than $US10,000 can be found over seven years

Trump University. A book. Another book. If he honoured all those pledges, Trump's gifts to charity would have topped $US8.5 million ($11.5 million).

Goldman Loses $180M Adviser To Dynasty-Backed Firm

Adviser Robby Saggu will serve as a managing director at Corient, which is affiliated with Dynasty Financial Partners, according to the firm.

Who Is The Best Paid Banking CEO In America?

The company transitioned from a mutually held bank to a fully public company that saw its stock surge by 11 percent.

Traditional FAs Miss Out by Ignoring Less Wealthy

Advisors may also be missing what consumers consider important, which could be keeping them from opening new accounts, according to the study.

Sovereign Wealth Fund Withdrawals Remain Headwind For Fund Companies

Mooney reports data that show state-backed funds pulled at least $8.8 billion from asset managers in the first quarter of this year

How Far Are Adult Kids Willing to Go to Help out Aging Parents? Much More Than Parents May Think, According to Fidelity Study

Despite this welcome news for parents, the study suggests several areas where they need to speak up to ensure their wishes are heard

Traditional FAs Miss Out by Ignoring Less Wealthy

In addition, almost one in three U.S. consumers say they either own a wealth management account or have a relationship with a financial institution

Brazil's recession greater risk than Brexit for Argentina: could chip 1.5 percentage points from GDP

May was the first month for which official inflation data was published since Macri took office, though annual figures were not released.

Digital Transformation in Retail Banks: Potential Impact on Brand Equity, Customers, and Employees

All things digital and innovative, especially mobile access and communication, is now consuming both attention and resources at many organizations.

London's Brexit pains could mean gains for American luxury real estate

With Britain now seeking to end its membership in the European Union, US luxury real estate brokers are anticipating that overseas investors in the London market will unload their properties and take their money stateside.

Goldman Sachs Uses Video to Cast Wider Net for Young Bankers

Now the firm is focused on finding analysts better suited to the demands of banking.

Brexit: America’s next headache

Figures from several different wings of the American Right have claimed to recognise their specific brand of politics in the vote to leave the European Union.

U.S. Investors Unaware of Full Capabilities Available Through Provider Relationships

In these cases, investors either remain functionally unaware of the availability of additional products or services, or may not believe that their current providers are truly qualified to serve them in additional areas.

Banks lead global turmoil in stocks as ‘Brexit’ vote sparks panic

These banks retain a focus on the U.K. — unlike rival HSBC, which also has a strong Asia base. Shares of HSBC traded around 4 percent lower on Friday.

Active Managers at a Crossroads Amid Low Cost, Regulation, and Surge of Passive Demand

Cerulli's latest report, U.S. Products and Strategies 2016: Identifying Opportunities for Active Management, examines strategies for active managers, the future of the mutual fund, and trends in mutual fund share classes and pricing;

The Rise of FinTech in Supply Chains

FinTechs are internet companies that streamline financial systems and make funding the supply chain more efficient.

Asia-Pacific Wealth Exceeds North America's for First Time

Millionaires’ assets in Asia-Pacific countries surged almost 10 percent to $17.4 trillion, outstripping North America’s $16.6 trillion, Cap Gemini said on Thursday.

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