Managers of Wealth Americas

Establishing a Business Presence in the United States

The way ECI and FDAP is taxed and collected differs too.

China shifts investment focus from North America to Europe

The figures were released by global law firm Baker McKenzie and highlight the economic impact of recent policy divergence.

How Goldman Sachs Lost the World Cup

The investment bank’s sophisticated model to predict game results didn’t even come close.

KC is home to one of the nation's 50 fastest-growing wealth advisers

Its main spark for client growth is referrals from existing clients

Here's Why There Aren't More Women in Asset and Wealth Management

It's no secret that there just aren't enough women in asset management or financial advisory services. Janet Cowell, CEO of Girls Who Invest tells us why. Watch!

Rich people of different ages prefer to spend their money in vastly different ways

Many also want to leave their children or heirs with means to live a comfortable life (45%) and use their wealth to reach entrepreneurial success (45%).

Why Estate Planning Is A Women's Issue

The surprise: It wasn’t just older women in their 60s and 70s who have been signing up, but Millennial women

Advisor retirements may spur the next big digital transformation

The industry's future, Thompson says, may be more defined by adjusting business models, rather than adding digital layers onto existing services.

HNW clients demanding an enhanced digital experience

In|Vest 2018 brings together the entire wealth management industry

Survey: Despite Corporate Tax Cuts, 40% of Firms Have Yet to Increase Spending

The 2018 AFP Liquidity Survey, Underwritten by State Street Global Advisors, Confirms Safety is Still the Most Valued Short-Term Investment Objective for 65 percent of Organizations

Billionaire’s Secret Buyout Formula: 110 Instructions and an Intelligence Test

Vista, which has done more than 300 deals, tells investors it has never lost money on a buyout

Hedge Funds Caught in Trump's Trade War Crossfire Feel the Pain

Yet their investment pools, known as merger arbitrage funds, lost money in the period, sending some investors fleeing.

Top Law Firms in New York Remain in Growth Mode

An uptick in demand among the biggest New York firms is helping to drive head count increases, especially for associates.

The Hot Asset Class for Family Offices

As the number of family offices grows, so does their clout in venture capital.

Rising Volume and Cost of Securities Class Action Lawsuits is a Growing Tax on U.S. Business, Chubb Data Reveals

Average cost of a settled merger-objection claim has increased 63% to $4.5 million over four years, with little benefit to shareholders

Scotiabank provides details of impact of IFRS 9 accounting standard on recently completed acquisitions

Acquisition outlook and anticipated timing of accretion to Diluted EPS remain unchanged

Want to Appear Rich? Buy an iPhone

There are, of course, some caveats to this.

Asset Management Fee Compression Accelerates

New research from Cerulli points to a number of drivers behind the acceleration in asset management fee compression, tied to improved automation and stronger competition; the research and analytics firm also analyzes the competitive landscape of “ro

Fee pressure driving asset managers into wealth management

Advisers are saying they want to spend more time doing high-value planning for their clients

Why Many RIAs Refuse to Go Anywhere Near Bitcoin

But in the RIA space the lines are less clear. Most RIAs won’t let their clients anywhere near cryptocurrencies.

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