Managers of Wealth Americas

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.

Morgan Stanley Private Bank, National Association Receives an Outstanding on its First-Ever Rating from Office of the Comptroller of the Currency for Community Reinvestment Initiatives

We will continue to leverage our capital markets expertise in support of innovative development programs

Leveraging Social Media

Half of the 6,000 brokers at Raymond James use a desktop application that collects and manages what clients post on Facebook, LinkedIn and Twitter

Hedge Funds and the Active Management Crisis

The problem is that there are probably only about 500 extraordinary managers in the world, but there are 11,000 hedge funds.

Futurewealth Report Explores Link Between Expense and Value in Wealth Management Relationship Model

According to an SEI Report, America's Next Generation of Wealthy Are Redefining Price and Value With Regard to the Wealth Management Fee Structure

Money Managers See Risk in Stock Rally

Instead of celebrating, many are fretting and holding more cash

US bond flash crash a year on: What have we learned ?

Twelve months have passed since the nerve-shredding "flash crash" in US Treasurys and the financial industry is pushing though initiatives aimed at improving stability and liquidity in global fixed income markets.

Hedge Fund Personality of the Year: Maggie Rokkum-Testi

The usefulness of hedge funds in a diversified portfolio has changed over time

Financial Advisors Taking Care of Business

Financial advisors need to take it up a notch if they want to satisfy millionaire business owners.

Help or Hype—Advisor Perceptions of Alternative Investments - Pershing

Alternative investments have become popular portfolio diversification tools, yet there is still confusion over what they are and what they do.

Insight Investment Expands Global Fixed Income Team

The global fixed income team at Insight now includes 97 investment professionals and the team manages $208 billion.

The Private Equity Industry Is Cultivating The Ultra-Wealthy

The fact that the exceptionally affluent are steadily using private investments in their portfolios has been recognized by the financial services industry.

Investors redeem from hedge funds in Sept - AUM down to $3.045 trillion, Asia funds a bright spot

Investors in September removed $8.1 billion from hedge funds, according to the just-released September 2015 eVestment Hedge Fund Asset Flows Report. Combined with performance decreases of $10.1 billion in the month, the hedge fund industry stood at $3.045

Comment, Analysis & Research