Managers of Wealth Americas

Will cheap advice turn off wealthy customers?

Robo-advice is expected to top $4 trillion in assets in four years.

Personalized Socially Responsible Investing Continues to Grow - RESEARCH

High-net-worth Millennials, aware of these doing-well-by-doing-good dynamics, increasingly look at philanthropy and investment through a single lens.

The Millionaires Are Fleeing. Maybe You Should, Too

The rich don’t always emigrate along with their money, but when they do, it is an even more telling sign of trouble.

Institutional Investors are Increasingly Turning to Outsourced Chief Investment Officers

The research study of 33 OCIO providers conducted during Q1 2018, found that funds invested through OCIOs are predominately focused on endowments and foundations

Private Equity Giants Take on Congress With Billions on the Line

Legislation would increase scrutiny of foreign investment

The number of new banks in America has fallen off a cliff

One brave soul in Texas shows that it can still be done

The keys to connecting with tech-savvy investors by SSC

Find out tips for creating relevant information on-demand, communicating via multiple channels and providing greater transparency in the financial planning process.

OECD sees stronger world economy, but risks loom large

The pace of global expansion over the 2018-19 period is expected to hover near 4%, which is close to the long-term average.

SEI Warns That Many TDFs Are Too Risky

SEI has been talking to TDF managers about deploying strategies within their investment lineup that mitigate the potential downside.

Morgan Stanley shares drop the most in nearly 2 years after wealth management exec says business slowed

The firm is seeing "obvious headwinds" in transaction revenue among retail clients as activity slowed in March

The Parent Trap: Avoiding Common Multigenerational Wealth Planning Pitfalls

Advisors are in a prime position to play a central role in generational wealth management for HNW clients and families

The difference between millennial and baby boomer investors

Barbara Knoblach, an associate at Money Coaches Canada in Edmonton, works with a lot of millennial clients, so has observed trends she doesn’t usually see in Gen Xers (born in the early 1960s) or baby boomers.

Global funds draw almost US$2 trillion net inflows in 2017

It also notes that passive equity funds continued to take market share from their active counterparts across-the-board, with $662 million of inflows.

The Gig Generation: addressing the challenges of a new workforce

"Gig jobs provide Canadians more flexibility because they can work where they want, when they want and how they want," says Hardy.

Cost of living in cities around the world

Key highlights from our 2018 ranking

Global Retail Banking 2018: The Power of Personalization

The goal of this more ambitious phase is to find ways to serve the customer better

Family Governance Without Borders

If that business is sold, the ties that bound them together disappear

Where do Luxury Markets Stand in the U.S., U.K., U.A.E. and Australia?

While these geopolitical changes undoubtedly caused a pause in the luxury real estate market, “by September 2017, most uncertainty was out of the market,” said Dan Conn, CEO of Christie’s International Real Estate.

Funds Absorb Record $1.6 Trillion Net Inflow Worldwide in 2017

More than 200 managers worldwide each generated at least $1 billion of flows into their active funds last year, but 100 firms suffered over $1 billion of net redemptions.

Men More Likely To Substitute Impact Investing For Charitable Giving, Study Says

Eighty-two percent of men and 81 percent of women said they were aware of impact investing.

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