Managers of Wealth Americas

More than Two-Thirds of American Digital Banking Users are Frustrated with Experience

Approximately one-third of digital banking users are willing to switch financial institutions for a better digital experience

Investors Resist Golden Age of Active ETFs

Passive funds still reign despite falling costs and rising choices for active ones.

Report Reveals Entrepreneurialism Is Booming, But Millennials Are Reluctant to Jump In - UBS

This is according to UBS Wealth Management USA’s latest UBS Investor Watch report, “Who’s the boss?”, released today, which delves into investors’ sentiment on business ownership.

SS&C GlobeOp Hedge Fund Performance Index at 2.99 per cent in January

“This favourable result is consistent with other recent indicators showing that 2018 is off to a strong start for the hedge fund industry in terms of asset growth."

The Most Successful Financial Advisors Leverage Technology

In a survey of more than 803 advisors, about three quarters of all respondents recognize the importance of state-of-the-art technology.

Rising U.S. bond yields offer relief to corporate America's pension plans

Rising bond yields can be good for pension plans because it can lower the required annual cash infusions while still meeting their liabilities

Wealth Management Firm Predicts Strong Response from New Federal Reserve Chairman

Interest rates in the United States have been kept artificially low since the recession in 2008 as a way to stimulate the economy.

Treasury Yields Will Climb to 3.5% on Fed, Goldman Sachs Asset Management Says

Fed is set to raise interest rates 4 times this year: Moffitt

Wells Fargo Must Be Better Before It Gets Bigger

Also crypto-Bond-villains, Uber and regulation, health-care bankers, non-competes and more flamethrower financing.

Why The Super Rich Pay Elite Wealth Planners Top Dollar

When evaluating the benefits the super-rich receive by working with elite wealth planners from the tax savings to asset protection all in alignment with their wishes

Chicago ranks second worst of most populous U.S. cities for fiscal health

The report said Chicago’s debt burden was $40.5 billion, which would equate to about $45,000 for every Chicago taxpayer.

Rising global cities: ones to watch in 2018 - Schroders

As investors in global cities we compile a quarterly index using a number of factors to identify the most economically vibrant cities.

High net worth firms to make more direct investments report

The potential benefits include higher returns and increased control and oversight.

Sallie Krawcheck has a plan to finally put women on a level playing field with men

“The good news: we can fix this,” Krawcheck says.

Let common sense prevail... Men are not the enemy by Penny Lovell

Well, it's been quite the week for women, hasn’t it?

Per Neil Shekhter, The Foreign Investment In The U.S. Luxury Real Estate Market Explodes

Report from this organization also revealed that 5 foreign countries contributed most to investment into the residential arm of United States real estate.

Big data vs. bad data

Big data is certainly not bulletproof and having a lot of information should not be confused with having credible information.

Miami leads the way for ultra rich overseas buyers looking for U.S. property

These buyers are overwhelmingly paying in cash too.

How Trusts And Estates Lawyers Can Profit By Addressing the Adverse Impact Of Great Wealth On Heirs

A large percentage of self-made millionaires, multi-millionaires, and billionaires are very concerned that their children do not have a sensible perspective on wealth.

America’s Superrich Made Near-Record Contributions to Charity in 2017

The 2017 giving spree was fueled by huge donations from many relatively young major philanthropists who are still accumulating great wealth — and who are likely to make big gifts for years to come.

Comment, Analysis & Research