Managers of Wealth Americas

Money is the last social taboo for the rich, reveals deVere study

Money is the most uncomfortable topic of conversation for six out of ten high-net-worth individuals, according to a new international poll.

Cerulli Predicts Independent and Dually Registered RIAs will Reach 26% Marketshare by 2016

"We anticipate the growth of the RIA channel will continue, resulting in further gain in marketshare of retail advisory assets," comments Kenton Shirk, associate director at Cerulli. "We also expect the RIA channel to keep gaining advisors

Goldman Sachs Leans In, Merrill Lynch Leans Out

Back in the real world of Wall Street and away from the absurdity of the @GSElevator hoax we have the bizarre story of Alice “A.J.” Murphy, one of the most highly respected women in finance.

Luxury Industry Optimistic About Q1 2014 UHNW Spending, Luxury Sentiment Survey Shows

More than 30% of those polled expect revenue to rise by more than 10% in Q1 2014, the report shows.

Asset Managers Show Reliance on Packaged Research Solutions

According to new research from global analytics firm Cerulli Associates, for 93% of asset managers, secondary market intelligence is the most frequently used research at their firms.

Sustained Global Economic Expansion Expected Despite China Concerns and Emerging Market Turmoil - Richard Hoey

Orderly Deceleration of Chinese Economic Growth Anticipated; U.S. GDP Growth at 3% in 2014, 2015 and 2016

SNL Financial Announces the Top 50 US Banks from Q4'13

In a report released today, no changes were seen in the largest banks and thrifts in the final quarter of 2013. JPMorgan Chase & Co. and Bank of America Corp. remain the only companies to have more than $2 trillion in assets

Wealth Advisers Offer Offshore Investors a Safe Haven in the U.S.

The recent local currency turmoil in many emerging markets has led to renewed interest among wealthy families in socking away assets in another country.

Financial Advisors Report Positive Client Response to Investment Outsourcing

Northern Trust Survey Finds Decision to Outsource Investment Activities Leads to Growth for 70% of Respondents

Selling the least profitable part of your wealth management business

Partial-book sales allow advisers to slow down, but stay in the game a little longer

Meet the Force Behind the Scenes in the $2.4 Trillion ETF Market

Reginald Browne tilts his 6-foot-5-inch frame forward to reach a chirping phone.

Nontraditional Fixed-Income Strategies Shined in 2013

Nontraditional fixed-income mutual funds and institutional strategies saw substantial asset flows in 2013.

If People Prefer How Women Lead, Why Aren't There More Women in Leadership Positions? - Pershing Study

Pershing has released a new study titled, Americans Crave a New Kind of Leader—And Women Are Ready to Deliver, which presents a conflicting but positive outlook on the changing role of women.

Seeing things differently by 7IM

There's little doubt that an economic recovery is well underway in much of the developed world. In the US, the most obvious demonstration of that is the Federal Reserve's determination to decrease its bond purchases, which have now fallen to US$

Challenges to Long-Term Asset Allocation and Risk Management in Real Estate Investments - RESEARCH

The report, titled "Long-Run Investment Ambitions and Short-Run Investment Processes," finds long-term asset management challenges and increasing risk management in real estate investments.

Canada: Number of Banking, Investment Complaints Remains Stable: Ombudsman

Companies paid out a total of $4.6 million in compensation to clients who had complained

1 Shocking Chart Proves America Is Losing Power to Asia

The significance of this passing of the torch will be felt particularly hard among financial companies

Fund managers optimistic about 2014 - Towers Watson

Although expectations for government bond yields continue to be near historic lows and concerns about low growth persist.

Global assets under management to exceed $100 trillion by 2020: PwC

Global assets under management (AuM) will rise to around $101.7 trillion by 2020, from a 2012 total of $63.9 trillion, says a PwC report released today. This represents a compound annual growth rate (CAGR) of nearly 6%.

Suicides in the banking world, 7 deaths within weeks

The financial world has been rocked over the past few weeks as seven bankers have died, several of those committing suicide.

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