Managers of Wealth Americas

What to Do When You Get an Inheritance

There are several factors to consider before putting an inheritance into the stock market.

Investors Most Relaxed in 2 Years Over Fed "Liftoff" - Survey

Only 7 percent of 651 global investors polled by the UK bank said U.S. policy "normalization" was the biggest risk over the next year

Cerulli Projects the Digital Advice Market Will Reach $489 Billion By 2020

Most consumers want to know that they can reach out to a person to solve a problem

Where investment banks are recruiting in the U.S. now

Investment banks have been struggling to hold on to junior bankers for the past 18 months, but more recently hiring had been focused in bringing in senior employees.

Morgan Stanley Wealth Management Adds CreditSights to Research and Strategy Content for Financial Advisors

The addition of CreditSights will help our Financial Advisors and their clients to make more informed decisions about corporate credit investments suited to pursuing their investment objectives within their risk profile.

Connecting with Clients' Families Is About More Than Retention

Additionally, Fidelity’s 2014 research found that half of clients don’t have confidence their partner/spouse

India's wealth rose 211% in 15 years: Key takeaways from New World Wealth report

No prize for guessing which country tops the list

Data be damned, Wall Street says all is well

The weak third-quarter gross domestic product growth was just an inventory drawdown.

Lunch with the FT: Neb Nerbanke By Tim Price

“Mr Bernanke denies that the Fed unfairly “enriched the rich” because it only “returned asset prices and the like back to trend”, and the recent rise in US stock prices “is because returns are low”.

Old School Asset Managers, Meet New SWFs

Not a specialist? Only do equities? New wealth funds can still use these traditional asset managers, Cerulli says.

Fixed-Indexed Annuities Pose Threat to Traditional VAs

Cerulli's latest report, Annuities and Insurance 2015: Evolving Products for a Sustainable Industry explores the progress away from variable annuities with the increase of more diversified product sets.

The Contents of the Wealthiest Americans' Estates

How does estate asset allocation change as clients climb the wealth ladder?

The World’s 500 Largest Asset Managers – Year end 2014

Total assets under management of the 500 managers included in the ranking totalled US$ 78.1 trillion at the end of 2014, up 2.1% from the end of 2013.

Bank boardrooms are bereft of technology expertise

Only 6% of board directors and 3% of CEOs of leading banks have professional technology experience;

How to succeed at digital transformation

Challenges to becoming a customer-focused digital enterprise include digital strategy ownership, organizational readiness, and establishing metrics to measure digital success

Preparing for Next-Gen Advisors and Investors: A New Approach to Talent for Reaching Next-Gen Investors

An independent broker-dealer nurtures Next-Gen advisors to support Next-Gen investors

Fidelity Reveals Winners of the Inaugural Be Greater® Awards

This is the first year that Fidelity has issued the awards which recognize RIAs and retirement advisors or recordkeepers that are taking their practices to the next level.

Digital Divide: The Disconnect Between Millennials and Banks

Millennials represent a critical demographic for the banking industry.

Family offices direct their own private equity investments

They are investing in a range of industries and sectors, although the sellers tend to be family-owned companies whose heads have reached retirement age.

Financial Intelligent Assistance Is Here And It's Going To Be A Game Changer For Wealth Management

It’s a market expected to rack in billions – Opus Research says they expect just North American spending on ‘Enterprise Intelligent Assistants’, or ‘EIAs’ to surpass $1 billion by 2020.

Comment, Analysis & Research