Managers of Wealth Americas

Asset and wealth management CEOs optimistic about growth but aware of looming disruption – PwC survey

However just 38% of the interviewed CEOs believe that robotics and alternative intelligence (AI) can improve the consumer experience.

NEPC Survey: Endowments and Foundations Optimistic About 2018, See Opportunities Abroad

In terms of investment focus for 2018, 43% of respondents anticipate allocating more to private equity/debt, while another 53% plan to maintain their current exposure.

Ex-Goldman Sachs partner: How you’ll know if you’re right for fintech

Here’s his advice for bankers considering a jump to fintech.

More Diverse Executive Teams Create Higher Returns for Investors: Study

The data is clear: it pays to have more diversity on management teams and on boards of directors.

Money management: 4 reasons why women make the best investors

4 reasons why women make the best investors

Budros, Ruhlin & Roe’s Chief Investment Officer Daniel Roe Named to Forbes Best-in-State Wealth Advisors List

The list ranked over 2,000 advisors in the United States and Dan was ranked number 7 in the state of Ohio.

The Bank of Amazon could woo 70 million US customers within five years

For Amazon, a banking tie-up would enable the firm to skirt regulatory barriers, but it may also act as a Trojan Horse, enabling the firm to save on interchange fees and move into other more lucrative financial products.

Bermuda delegation meets entrepreneurs, investors, and thought leaders at West Coast technology conference

Today, he said, that same spirit of ingenuity is driving solutions to new ventures in the fast-developing digital economy.

A top regulator's close ties to Wall Street damage one of its most crucial functions 10 years after the crisis

Every single president in the history of the Federal Reserve Bank of New York has been white, male and a banker.

More Funds Spurn Nuclear Arms, Financing Still Strong: Report

There were a further 41 institutions that excluded nuclear weapon producers from their investments

Some U.S. macro hedge funds thrive with renewed volatility

Quest is a systematic macro hedge fund - so called because it bets on macroeconomic events across asset classes.

Buyer beware: the FX code has not gone far enough

New standards for currency dealers have brought some big improvements, but many practices remain hazy

Active Managers Hope to Win Back Investors With Index-Like Fees

Moody’s says money managers will be watching closely for the market’s reaction to emerging fee models.

The Top 5% Of Financial Advisors Provide A More Extensive Range Of Investment Solutions

A survey of more than 800 financial advisors indicates that while all respondents provide investment management services to their customer base, most advisors do not include hedge funds or private equity funds as part of their core offering

My Kind of Rockefeller by Penny Lovell

He was as good as his word. During his lifetime, he gave an astounding $1 billion to charities.

Prudential regulation ? by Tim Price

Berkshire, itself, provides some vivid examples of how price randomness in the short term can obscure long-term growth in value.

Trade Does Matter by Gary Dugan

President Trump’s Trade wars risk undermining global growth and disrupting global markets

Active strategies take on new role in outcome-oriented world

And a number of investors are upping their active exposure selectively.

Goldman Sachs Is Totally Slumming It

And Goldman’s digital wealth-management platform is set to roll out this year. Sources tell the Journal that Goldman will likely supplement the robo advice with human brokers.

Lazard Global Listed Infrastructure Fund Wins Two Lipper Awards

The Thomson Reuters Lipper Fund Awards honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers.

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