Managers of Wealth Americas

Fund managers worried, think recession may be imminent: BofAML FMS survey

Overall, 34 percent thinks a recession is likely in the next 12 months against 64 percent who think it’s unlikely.

Can RPA Tools Transform Investment Management, Creating Winners, Losers and New Players?

It is easy to see how bots can bring even greater efficiency here.

Analyst to MD: How pay and bonuses compare at US and European banks

New figures underscore the growing dominance of US institutions in Europe

46 Percent of Legal Organizations to Experience a Cybersecurity Incident in the Next Year

The need to protect sensitive business and personal data made the legal industry one of the earliest adopters of Managed Detection and Response technologies

Crypto criminals rake in $4.3 billion in 2019 so far, says new report

Over just the last few months alone, hackers and cyberthieves managed to steal roughly $160 million in assorted crypto funds

10 Strategies to Protect Ultra-High Net worth Family Wealth

Although it would take exceptional levels of irresponsibility, or a major financial catastrophe to develop financial issues, such as foreclosure or bankruptcy with this sort of wealth, it’s not something that’s unheard of.

African Americans underserved by US banks

Many African Americans have difficulty accumulating savings in part because they lack access to mainstream financial services like banking, a new study on the contributing factors to the U.S. racial wealth gap by McKinsey & Co found on Tuesday Read mo

Black fund managers likely to face more bias as top performers – research

The research on racial bias in institutional investing was published in the scientific journal Proceedings of the National Academy of Sciences

A Wealth Management Retrospective: 50 Years Of Evolution And Disruption

As the financial services marketplace broadened and evolved, wealth managers began to focus on risk management in a more meaningful way.

Bank of America raises chance of a recession to 1-in-3 in the next 12 months

Bank of America sees a greater than 30% chance of a recession in the next year, based on recent data.

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

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