Managers of Wealth Americas

Calastone study reveals returns and fees are the investment priorities for millennials not ethical investing

The millennials are a digitally astute demographic, without significant sums of money to invest.

Profile 2 UBS Advisors Share Their Secret to Serving Billionaire Clients

Casey Kriedman and Carryn McLaughlin of The Broad Group tell ThinkAdvisor how they get to know their ultra-wealthy clients' needs.

Helping Women Overcome Society’s Outdated Messages on Money

Men, Ms. Krawcheck said, are conditioned early on to be more aggressive investors, often receiving financial advice geared toward beating the markets and generating immense wealth on Wall Street.

The quiet (and laudable) insurgency building among the world's mega-wealthy millennials

Young heirs helping tilt family investments toward impact investing, thanks to an under-the-radar course at Harvard

Donald Trump’s net worth rises to $3 billion

The increase in Trump’s wealth reverses two years of declines

Customer satisfaction hinges on fulfilling specific needs: Forrester

CX performance is mostly flat but showing early signs of making gains, with leading brands relying on emotion to build loyalty

New Trends in Asset Allocation

Globally, average allocations were 46% to fixed income

Global payments industry: frantic M&A activity not slowing down

Rather than showing signs of plateau, this crescendo is set to continue beyond the immediate future.

America’s retirement accounts are growing, but not fast enough

More Americans have retirement accounts: 100 million are now covered by defined contribution accounts, most of it in 401(k)s.

Bermuda anticipates more Canadian firms will form captives

The forum was designed to bring companies together with Bermuda industry, regulatory and government stakeholders to explore and educate on all aspects of how Bermuda can be a domicile of choice for everything from risk solutions to asset management.

Appetites for concierge services and super-prime developments in 'lifestyle cities' grow louder

There is a growing trend for more prime and super-prime developments in lifestyle cities

New York state comptroller lays out climate action plan for state retirement fund

The fund will also hire a dedicated staff to identify sustainable investment opportunities, including climate solutions.

As Retirement Approaches, High Net Worth Business Owners Lack Confidence About Their Financial Future

New TD Wealth Survey examines business owner views on retirement readiness and financial planning

TMF Group: Largest Economies Often Most Complex for Business

The findings confirm that the business landscape has become more challenging

Why Wealthy Baby Boomers Are Forsaking Single-Family Homes for Luxury High-Rise Condos

The growing trend involves buyers who are “opting for more manageable residences, but who still want luxury,” says Faisal Halum, a Realtor with Briggs Freeman Sotheby’s International Realty, who’s sold upscale condos to a number of

Brazil stocks to outperform Mexico but pension reform anxiety clouds 2020

growing uncertainties about the timing and size of a long-awaited pension reform promised by Bolsonaro are clouding prospects for the market in 2020.

America’s 15 largest banks

Of course, every year there are changes in this exclusive club

US problem banks at lowest level since 2007

Lenders are added to the list if they have financial or operational weaknesses that could threaten its overall viability. In 2010, the list included over 800 banks.

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.

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