Managers of Wealth Americas

Tips For Entrepreneurs Wanting To Tap Into Family Offices

The UHNWIs are a ballooning sector of the wealth pyramid

Why 2019 is a Crucial Year for Wealth Management

What emerges from this year’s World Wealth Report, published on July 9, is clearly the picture of a fertile ground for an accelerated innovation process, that requires two other dimensions to be disrupted: Strategy and Management Culture.

Don’t Alienate Boomers with Too Much Focus on Millennial Banking

Marketing that's skewed too heavily to younger generations will cause financial institutions to lose ground with the wealthiest generation of all – Baby Boomers.

Aviva Canada’s financial turnaround explained

Aviva Canada feels it is in much better shape with auto insurance rates now than it did a year ago at this time, Storah said.

When Women Bring Home a Bigger Slice of the Bacon

The growing clout of women as drivers of the U.S. economy will radically alter the business and investing landscape in years to come

HNW investors positive about digital but worried by security

Morgan Stanley also leverages its technology partners to create a more secure, efficient and collaborative environment for conducting business.

Institutional investors are powering Bitcoin’s bull run, says new report

Even with XRP’s meager gains, it seems number continue to go up across the board.

Asset Managers With $74 Trillion on Brink of Historic Shakeout

At first, few noticed the trickle of money out of funds run by star money managers into cheaper index products.

HNW Breadwinners Apparently Breaking Gender Stereotypes

HNW men, meanwhile, were twice as likely to identify themselves as a “conservative investor” – at 31%, as opposed to 14% of women.

Research: Clients See the Benefits of Digital Technology as Cyber Concerns Persist

The Investor Pulse Poll surveyed approximately 1,100 U.S. households with at least $100,000 in investible assets

From a Pivot to a Pirouette

Through the past weeks of volatility of equity markets, gold has continued to accumulate in value.

US index funds less likely to hold companies to account, study finds

Report says rise of index investing shifts power from investors to corporate managers

CFRA bulks up ETF research with acquisition of First Bridge

The deal gives the investment research firm its own source of ETF data

Hedge fund investments up; asset owners eye diversification

In the first half of 2019, direct investment in hedge funds was up 21.7% to $5.8 billion from the first half of the previous year, while investment in hedge funds of funds declined 31.9% to $250 million.

A nudge for DC participants is a good thing

The plan sponsors reluctant to adopt automatic features in their defined contribution plans believe participants should make their own decisions regarding whether or not to participate, how much to contribute and how to invest.

Performance-fee move bears watching

Performance-based fees would seem to be "win-win," as some have described them.

Tight Sourcing, Not Sourcing, Is the True Key to Optimizing Investment Operations by Prashant Singh, SS&C

While we welcome the current enthusiasm for outsourcing, it’s important to sound a note of caution.

The CFO Alliance Releases 2019 Mid-Year Update to CFO Sentiment Study

This Study is unique in that it is designed to offer insights into how today’s finance leaders are best positioning their enterprises to address challenges and capitalize on opportunities during the remainder of 2019.

Investor confidence down by 2.4 points in July

The index differs from survey-based measures in that it is based on the actual trades, as opposed to opinions, of institutional investors.

Intelligent Automation Is the Next Step to Working Like Tomorrow, Today

Enterprises that embrace the future of work harness automation to drive operational benefits, like time and cost savings and increased capacity.

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