Managers of Wealth Americas

A Lesson for Today’s Shadow Bankers—From 1763

Jamie Dimon’s JPMorgan Chase and Gerald Hassell’s Bank of New York Mellon could learn a thing or two from a financial crisis that occurred some time ago—in 1763, to be precise.

Coutts' commentary - Global View from Asia - Testing times for Yellen

We suspect that new Fed chairman Janet Yellen would not want to significantly change policy at her first meeting in March.

Millionaire Investors Name Real Estate as Most Popular Alternative Asset Class by Wide Margin

Investors Who Work With Advisors Say They Are More Knowledgeable About AlternativesMorgan Stanley Wealth Management Investor Pulse Poll Finds That Physical Assets Dominate List of Alternative Asset Classes Investors Own or Intend to Purchase

Junior I-Bankers Say New 'Work-Life Balance' a Myth

Following the tragic death of an intern in Bank of America’s London unit, banks have announced new guidelines that will prevent senior executives from working their junior employees literally to death.

Online Investing Can Transform Wealth Management

Online investment advisers like Covestor have the ability to make a significant impact on the wealth management industry as we know it.

BlackRock lays out the truth about emerging markets

BlackRock is laying down some emerging market truths.

'Wrong gender, color, country' - Aiyengar, JPMorgan's rising star

I am very passionate about having more women in broader financial services, and especially banking, not just M&A

‘Elite Service Provider Network’ Adds Personal Assistants to List of Services for High Net Worth & High Profile Families

Billionaires, high net worth families, athletes, best-selling authors and celebrities now have access to the best of the best personal assistants because the ‘Elite Service Provider Network’ has added PAs to their list of Lifestyle Management

Adoption of e-Delivery Technologies Still Lagging Despite Client's Growing Comfort with Email Communication - Pershing

The new white paper outlines how financial professionals can increase e-delivery adoption rates despite current challenges and perceptions

Coutts' commentary - Global View from Asia - Emerging markets - crisis what crisis?

While there are undoubtedly strains in some emerging markets, to read the headlines would suggest there was a pending meltdown.

BNY Mellon Named Financial Services Diversity Corporation of the Year

National Business Inclusion Consortium Award Recognizes the Company's Best Practices in the Advancement of Workplace, Marketplace and Suppler Diversity Programs

San Diego Private Bank Reports Increased Fourth Quarter Earnings

Fourth quarter profit with the bargain purchase gain adjustment and an associated tax accrual adjustment would have been $814,000, up 79% from $456,000 for the third quarter.

India vs. the U.S.: When Central Bankers Collide

Central banking isn’t a contact sport like football, or even cricket.

One-Third of Advisors Plan to Exit the Business within 10 Years

According to the latest research from global analytics firm Cerulli Associates, 32% of financial advisors in the U.S. plan to exit the business within the next 10 years.

Investment Management Is Not a Differentiator

Advisors’ investment management does not drive growth, he added. But rather, what does drive growth of an RIA firm is when advisors advise, get clients, manage relationships, convey their wisdom to newbies and mentor the next generation of advisors.

The Incredible Shrinking Credit-Default Swap Market

Five years after almost blowing up the global economy and eight years after making fortunes for Wall Street traders, the credit-default swap market is quietly fading.

US banks lead the way with bonus increases

More than 300 staff volunteered their bonus data to Emolument

What does the Millionaire Next Door do with His Money?

Looking at the spending habits of the Millionaire next door.

Affluent Investment Trends: What's Ahead?

The Millionaire Corner survey provides a snapshot of the more upbeat investment mindset with which these investors began the New Year.

KPMG Report Identifies How Banks Can Grow the Top Line in 2014

"The banks that embrace change and systematically transform themselves to become more customer-centric will achieve a competitive advantage in the marketplace."

Comment, Analysis & Research