Managers of Wealth Americas

New Cerulli Research Finds 53% of Advisors Clients are between 50 and 70 Years Old

New research from global analytics firm Cerulli Associates finds that 53% of advisors' clients are between 50 and 70 years old.

The rising strategic risks of cyberattacks by Tucker Bailey, Andrea Del Miglio, and Wolf Richter

Research by McKinsey and the World Economic Forum points to a widening range of technology vulnerabilities and potentially huge losses in value tied to innovation.

Advisory Firms Need to Rethink Their Multigenerational Planning Offering to Adequately Prepare Clients for the Looming Wealth Transfer - Pershing

According to a study released from Pershing most advisors are not actively taking steps to prepare for the $30 trillion that investors will transfer to heirs over the next 30 years.

Criminal Charges Against Banks Risk Sparking Crisis

As U.S. Justice Department prosecutors angle to bring the first criminal charges against global banks since the financial crisis, they’ll have to stare down warnings of uncontainable collateral damage.

Investors Say Wealth Comes from Hard Work

Hard work, education and smart investing are the top three choices by investors

UBS Investor Watch Report Reveals Couples Say They Share Financial Decisions, but Not Investing Decisions

Money is a hot topic because men and women often have differing views

Why Only One Top Banker Went to Jail for the Financial Crisis

On the evening of Jan. 27, Kareem Serageldin walked out of his Times Square apartment with his brother and an old Yale roommate and took off on the four-hour drive to Philipsburg

Pershing's INSITE 2014 to Feature Roadmap for Navigating New Era For Advisors, Broker-Dealers and the Investment Community

Featured Speakers will Include Condoleezza Rice and Joe Torre

IBOR, CBOR, MBOR and OBOR by Phil Banas

So what is an IBOR? And why the heck would anyone want one?

Financial Hangover and Fiscal Drag Fading for US, UK and Europe - Richard Hoey, BNY Mellon

Increased Wage Inflation Likely to be Welcomed by Obama Administration and General Public

TD Bank Named One Of The 2014 DiversityInc Top 50 Companies For Diversity

The DiversityInc Top 50 includes companies from a wide range of industries whose leadership, procurement practices, communications and training best reflect the reality of the rapidly changing face of America.

For super-rich, investing to see dramatic changes

Think of Americans like Mark Zuckerberg, the 29-year-old Facebook chief who's worth an estimated $25 billion

Need for Global Philanthropy Extremely Urgent

The answers were analysed using three main criteria

Bank Customers Report a Decline in Positive Customer Experiences for First Time in Three Years, Largely Driven by Gen Y

More than one-quarter of the countries in the WRBR’s Voice of the Customer survey reported a decrease of more than 10 percent in the share of customers with positive experiences

Why Bank CEOs Barely Rate as ‘World’s Greatest Leaders’

Being a visionary is a common theme in the descriptions of many of the CEOs

Are active ETFs finally growing in popularity?

The industry blames transparency concerns for a lack of active ETFs, but others aren't so sure

Nearly 40% of Investors Indicate an Increased Need for Investment Advice

Rather than fighting over those investors who have already engaged with a provider, Cerulli believes the real opportunity for providers to substantially increase their marketshare is to address those in the middle segment who are unsure of the value of ad

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