Managers of Wealth Americas

Advisors and Clients Alike Fail to Address Longevity Risk

A new alliance of financial services companies is looking to increase awareness and education.

Top 10 investment companies in the US

It employees 47,300 people and serves around 45mn customer accounts.

UBS Group CEO on Puerto Rico: 'We could have done things better'

Ermotti said there were not obvious warning signs in the years prior to the UBS Puerto Rico bond funds imploding.

Merrill weighs lifting ban on retirement account commissions

That rule will go off the books in a matter of days after a federal appeals court overturned the statute in March and the Trump administration DOL declined to appeal to the Supreme Court last week.

An Investor Wants Wall Street to Get Serious About Gender Equality

Verger Capital asks hedge funds about policies on pay and harassment.

Small Cap Growth Investors Favor Active Managers

cThere is only one subcategory of equity funds where investors have been willing to pay for active management so far this year.

Capgemini’s World Wealth Report 2018

Wealth management firms accelerate hybrid advice programs -with investments in emerging technologies, such as intelligent automation and artificial intelligence, to prepare for BigTech entrance

This Is Canada’s Top Cannabis Banking Group

Canaccord leads its competitors in underwriting as well as financial advising of over $1.5 billion of bank financings of cannabis-related businesses.

Five Cross-Generational Transformations Of Successful Family Enterprise

After creating wealth in a first generation, our research has revealed several common shifts in the families culture.

China High Rollers March on U.S.

The U.S. is home to an estimated 199,000 of the ultra-wealthy, while a mere 38,000 call China home, according to BCG.

TC Wealth Partners and Trust Company of Illinois Celebrate 25 Years of Serving High Net Worth Individuals, Families, and Institutions

Chicago-area wealth management firm marks milestone.

Investment Advisors Need To Grow Their Practices Organically Or They Will Likely Fail

At the same time, some broker/dealers have made considerable efforts to grow by bringing over new investment advisory practices.

For Wealth Managers, Advanced Analytics Are a New Key to Success

As the Digital Landscape Evolves, Institutions Must Leverage the Full Spectrum of Available Data to Create Personalized Client Experiences, Deepen Loyalty, and Create New Value, Says Report by The Boston Consulting Group

Corporate pension funded status dips by $2 billion in May

Funding ratio for Milliman 100 PFI plans remains level at 91.6%

Number of $1 billion-plus private equity investors up 14% in 2018

Largest Investors Allocate $1.54tn to Private Equity

Experienced Advisors Bullish on Alternatives - RESEARCH

Currently, 34% of advisors surveyed have at least 5% of client assets in private equity funds and 27% have at least 5% of client assets in hedge funds.

Value Of Premium Wealth Management: Survey Shows What Investors Really Want

Engaging clients with broader relevance, proactive skills, and a modern hassle-free user experience have replaced beating the index

Smart Homes Aren’t Automatic Money Makers as Investments

Wiring your home with smart technology can add up to a substantial investment, but you shouldn’t expect it to pay off in an easily quantifiable way when it comes time to sell.

Peace of Mind and Happiness Trump Your Clients' Material Wealth Goals

Meanwhile, 28% of men value the power and influence that wealth brings

Wealth Access Named Three-Time Finalist in the 2018 WealthManagement.com Industry Awards

The leading account aggregation and personal financial management (PFM) platform was nominated in the TECHNOLOGY PROVIDERS: Wealth Reporting/Personal Finance Managers category.

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