Managers of Wealth Americas

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.

Young high-net-worth Canadians inspired and optimistic they will have a positive impact on the world

Survey reveals generational differences among wealthy Canadians on philanthropy, legacy and social responsibility

Overlooked Millionaires: Finding A Home In The Democratized Family Office Model Of Financial Advice

According to Bloomberg (subscription required), the number of millionaires in the U.S. increased by 2.4 million from 2010 to 2015 alone.

U.S. Companies Shelter 40 Percent Of Foreign Profits, Study Finds

The massive Republican corporate tax cut won’t likely encourage the return of sheltered money to America.

Pershing: LatAm advisors increase mutual fund holdings by $3bn

In the year ended March 31, Latin American investors went from holding $20.8 billion worth of mutual funds through Pershing to $24.1 billion, which represents a 16% increase, Calvario said.

Crypto a threat to central bank driven monetary policy says IMF

In a world of decentralised currency, the role of a centralised monetary policy is uncertain

US household wealth tops $100 trillion for first time

Real estate prices rose by $500 million from the previous quarter.

How to get narcissists to give money to charity

They’re not known for their empathy, but this trait can be exploited

Robotic Process Automation Software - Promising New Technology

The 2018 Financial Services Industry Survey Report confirms numerous compliance functions, from initial inquires through customer off-boarding, as key challenges for financial institutions

Technology Solutions Must Deliver the Best Client Experience Across the Wealth Management Landscape - RESEARCH

To take its capabilities to the next level, Pershing is now launching the next generation of integration services by adding "componentization" through NetXServices.

UBS tops 2017 Global AUM Ranking as first Chinese player enters the top 10, says GlobalData

The ranking will be officially presented at the Private Banking & Wealth Management: London 2018 Conference and Awards on 7th June 2018

Lack Of Communication Killing Family Wealth

Many clients fear outliving their money and not being able to leave anything for their kids.

GIIN Annual Investor Survey 2018

Respondents collectively manage over USD 228 billion in impact investing assets, a figure which serves as the latest best-available ‘floor’ for the size of the impact investing market.

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.

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