Managers of Wealth Americas

New Report: Banks Increasingly Embrace Data to Reach Underserved Customers

Forward-thinking financial institutions are utilizing new data types and tools in creative ways to better serve new customers in emerging markets.

Survey: It's still tough to be a woman on Wall Street — but men don't always notice

Why are women so rare at the top of companies in the financial services industry?

What Will BlackRock Look Like in 2030?

Over the past decade, BlackRock and the elite asset management community beneted handsomely from central bank measures such as quantitative easing, with the rapid creation of money owing into listed equity markets.

US banks seen boosting payouts by $30b after stress tests

Harsher Federal Reserve stress tests this year won’t stop US banks from increasing their payouts to shareholders

Big tech stocks stand alone as other investments retreat

And despite rebounding last Friday, the Dow Jones Industrial Average posted an eight-day losing streak through Thursday, the worst string of losses since the 1970s.

RBC Loses Its Luster as Investors Make TD Canada's Premium Bank

Toronto-Dominion’s returns more than doubled its Canadian competitor in the past year, eliminating the premium Royal Bank shares enjoyed for the better part of a decade.

Less Than A Quarter Of High-Net-Worth Individuals Have A Long-Term Care Plan In Place, Key Private Bank Poll Finds

More than half of advisors say convincing clients to put a plan in place is the biggest challenge

American Millennials Off Course on Wealth

Generation falls short tapping into the longest economic expansion in decades

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.

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