Managers of Wealth Americas

Why Sallie Krawcheck's Ellevest Could Be A Turning Point In The $11T Women Investing Market

Women are increasingly wealthy, but they tend to invest later and less money than men.

Canadian institutions show greater alt-investment hunger

Referring to a survey from BNY Mellon, CIBC Director for Alternatives Jon Lofto noted that 53% of investors were seeking to increase their allocations to alternative assets over the coming 12 months, while just 12% expected to dial down their exposure.

Rise of Islamic Finance Helps Muslim Family Offices Make Investments True To Faith

The laws encourage an emphasis on risk sharing instead of a direct return on investments.

Alternative data provides significant and sustainable investing Edge, says Greenwich Associates research

Around half of investment managers are currently using alternative data with another quarter planning to do so in the next 12 months, according to the research.

Intertrust Engages With Financial Services Clients

They redistributed the survey to the industry in April 2019 where they gathered 54 responses to highlight more recent findings, specific to the US market.

Where have all the billionaires gone?

Net worth of global billionaires dropped 7 percent according to Wealth-X

Softer side of wealth management will prevail in the future

As technology turns investment management into a commodity, advisers need to find better ways to add value

Why Wirehouse FAs are Jumping Ship: Pay Changes, Cross-Selling and more ...

Merrill Lynch’s recent decision to put 300 salaried advisors assigned to its digital advice offerings into traditional wealth management branches

Why JPMorgan Chase Stock Climbed 14.6% in April

The financial titan is generating some of the best profitability and growth among the major U.S. banks

HNW investors feel good about global economy: survey

Only 21% reported feeling pessimistic

Psychology of wealth: do the new rich not care about losing money?

There’s a commonly held view that the rich are very careful with their money. But are entrepreneurs different to ‘traditional’ rich people?

Macro and Markets Weekly by Gary Dugan

The Chinese will feel more comfortable dealing with the matter than they did last year.

Diversity Is Just the First Step. Inclusion Comes Next.

Many companies are taking steps to increase the diversity of their workforces.

Global funds favour bonds, but say most assets expensive

In the latest survey of 36 fund managers conducted April 17-30, global equity allocations accounted for 47.0 percent of the model portfolio from 47.6 percent in March.

Wealth clients willing to pay for financial advice, 33% switch providers - study

Research says more than 80% of wealth management clients express interest in financial advice and planning, yet half of these remain on the sidelines

Building the health systems of tomorrow: dealmaking and the future of the life sciences sector

A major recurrent theme is the ongoing transformation of the industry.

ECB's Draghi, in rare move, sounds concern over Fed's independence

Mr Draghi's intervention is notable given central bankers are usually loath to comment on politics or events in economies other than their own.

Debate rages over practicality of modern monetary theory

The Treasury Department estimated recently that the current budget deficit would reach $1.1 trillion by the end of fiscal year 2019.

Wells Fargo’s 1Q profits rise 14%, beating analyst forecasts

Like other banks, Wells Fargo has benefited from a rise in interest rates

Majority of U.S. Investors Unfamiliar With Social Investment According

The study results make us ask why social investment isn't more widely understood and why it's not been more widely adopted in the U.S

Comment, Analysis & Research