Managers of Wealth Americas

Family Offices Offer Long Term Incentives in Bid for Top Talent

Overall, more than 60% of family offices use long-term incentives (LTIs).

Key sports law cases and developments to watch in 2018 - Withers

As competition schedules inevitably mount up, the imminent question has already been put before the EC by many MEPs

Are pension plans making pipe-dream return forecasts?

They expect cash to return an average of 3.2% annually over the long run

Making America’s asset managers great again

Sweeping US tax reforms will boost the sector but there will be unforeseen effects

Vanguard’s New CEO Says Advisors’ Jobs Are in Jeopardy

Tim Buckley kicked off the Inside ETFs conference this week with a dire warning for those in the audience—embrace the inevitable fee erosion around asset management, or face extinction.

Manulife Asset Management recognized for communications excellence with five LACP awards

Manulife Asset Management, the investment management arm of Manulife, has been recognized for communications excellence by the League of American Communication Professional (LACP)

Tax Reform Could Make RIAs More Attractive to Corporate Buyers

In 2017, banks acquired RIAs at more than twice their usual pace—8 percent versus 3 percent historically.

Most Americans don’t know about the 1 most common secret way the rich build wealth

Unlike term life insurance policies, which are cheaper, temporary and have pay-outs that are only accessible upon death, permanent policies offer a cash-value component.

Three Top Financial Exposures Private Equity Dealmakers Face During M&A Transactions

Cyber Security, Transactional Risks, Multinational Expansions Among Top Three Concerns

CIBC eyes FirstCaribbean valuation around $1.4 bln

Reuters reported in December that CIBC, which holds a 91.5 percent stake in FirstCaribbean, was considering listing 20 percent of the business early in 2018, and, subsequently, selling more shares.

What Are Very Attractive Clients For Trusts And Estates Lawyers?

One out of ten of those surveyed see inheritors as being a very attractive type of affluent client.

Larry Fink to CEOs: Contribute to Society or Lose BlackRock’s Investment

The letter is the latest move by an asset manager to focus more on shareholder activism and environmental, social and governance criteria in investments.

T. Boone Pickens Finds Cryptocurrencies A Real Turnoff

The recent surge in prices of cryptocurrencies such as Bitcoin has attracted huge interest from investors and hedge fund managers.

Why Are So Many Reps Leaving Wirehouses?

More and more lower-producing FAs are seeking greener pastures as comp structures change. But bigger producers are leaving, too

High-End Wealth Mangers Are Embracing Private Placement Life Insurance (PPLI)

Private placement life insurance is becoming a staple on the high-caliber wealth manager’s platform

Wealth Managers’ Digital Innovation Budgets Grow but Fail to Focus on Bold Change

In MyPrivateBanking’s view the survey results reveal how important an area innovation has become in the wealth management industry.

The perfect storm: Managing investment data by Stephen Hulse

Despite the approaching storm, many firms are reluctant to invest in better data management capabilities.

Robo-advisor platform revenues to surge: report

The report further indicates that the increase of more interested parties will urge total assets under management by robo-advisors upwards to $4.1 trillion in 2022, from an estimated $330 billion in 2017.

Voices 4 ways to help rid wealth management of sexual harassment

Fidelity certainly isn’t alone.

Morningstar Announces Nominees For 2017 U.S. Fund Manager Of The Year Awards

To recognize outstanding fund managers, Morningstar selects leaders in four categories: domestic stock, international stock, fixed income, and allocation/alternatives.

Comment, Analysis & Research