Managers of Wealth Americas

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.

The wealthiest (and soon-to-be-wealthiest) people in the world live here

So the countries that have the most high-net worth individuals (HNWIs) moving to them tend to be considered safe for money.

Organizations struggle to make progress with their digital transformation investments

This research surveyed 1,338 business leaders at the manager level or above at 757 organizations.

The Future of Financial Advice Must Be More Diverse

How decades of groupthink may be the bottleneck for gender, ethnic and age diversity in wealth management.

More Americans are considering cutting their ties with the US — here's why

A steady stream of American citizens have renounced their citizenship since the implementation of stricter tax rules.

How Billionaire Investors Are Protecting Their Wealth

Let’s take a closer look at the actions that these billionaires are taking, and why they are so concerned in the first place.

Bankers on the breadline: why you still feel poor on $200k

Another third are neutral. Another third are unhappy. More tellingly, 27% say their earnings don't cover their "lifestyle requirements" - even though 58% of them are earning $100k+ (£75k).

5 Topics Wealthy Clients Are Clamoring to Discuss With Advisors

Eighty-seven percent of wealthy investors in a survey had advisors, but only 16% discussed wealth planning, U.S. Trust found.

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