Managers of Wealth Americas

Clients Should Be Given the Power to Decide Between Firm or Advisor

It’s unfair for clients to get caught up in legal battles between broker-dealer firms and former advisors and be at the mercy of that process, Roper says.

Women Emerge as Big Luxury Spenders

As the balance of wealth shifts, women are gaining more buying power and influence in luxury products.

Investor Confidence Indices Register Slight Declines in March

This waning confidence among investors was also reflected in the Spectrem Household Outlook, which showed declining investor confidence about the future of the economy and household income.

As China puts the brakes on overseas investment, Los Angeles' development boom takes a hit

Chinese companies have been among the biggest commercial real estate investors in the Los Angeles area in the last five years, spending more than $5 billion to buy property in the region during that time, according to brokerage Cushman and Wakefield.

Rich Millennials More Financially Confident Than Gen X and Boomers

High-net-worth millennials have more confidence than their older counterparts

BNP Paribas Wealth Management publishes report on international real estate

Co-working is a new phenomenon based on the principle of sharing a workspace among different companies.

Trump trouble - but some selective opportunities by Gary Dugan

The US equity market, down 6% on the week, is facing the risk of further losses in the near term.

Financial Deals to Accelerate in 2018 Amid Continued Consolidation

"Consequently the banking sector will witness substantial consolidation at the national and regional levels."

Accommodating Life Annuities in a Defined Contribution World

Most retirees get a lump sum, not a lifetime annuity, with their 401(k) account. What are some ways employers can give employees more flexibility in how they take out money upon retirement?

Does The Spike In LIBOR Signal The Next Financial Crisis?

The trillion dollar question is whether the stress is technical in nature, in which case short-term rates will eventually normalize, or is this spike in credit a harbinger of another banking catastrophe.

The role of HNWIs and family offices in impact investing

“Many philanthropically motivated, wealthy investors choose to act on this conviction through their investment choices, and asset managers have increasingly adopted impact asset offerings to serve this demand.”

Ethical investment demand ‘unmet’: Morgan Stanley

Australian product providers have failed to meet investor demand for quality ethical investment strategies, says Morgan Stanley

This hidden threat can devour more than $100,000 of your wealth

One in 10 financially successful individuals doesn't have excess liability coverage.

What’s driving the push for more public banks?

Bankers counter that private sector banks are more than capable of handling public deposits

ETF investors outsmart hedge funds that miss out as gold rebounds

ETF investors were smart enough to look beyond the Fed as they boosted their bullion holdings to the highest in almost five years just as prices took off.

North America dominates Knight Frank's City Wealth Index

New York affirms global supremacy as London keeps pace

The art of leaving a banking job that pays $24m. The cost of protecting Jamie Dimon

Blankfein said that his wife doesn’t think he should step down, and neither does he – for now.

The CEO of Guardian Life on talent in an age of digital disruption

One of the things we’re discussing as a leadership team is the gig economy, which extends from Uber drivers all the way up to CEOs.

Proposed additional reporting requirements for non-resident trusts

It was also announced that additional funds would be allocated to improve the CRA’s audit and administration of trusts and trust returns.

Saudi Arabia's Crown Prince is set to meet with Wall Street executives

Saudi Arabia’s Crown Prince will meet with top figures from Wall Street and corporate America next week.

Comment, Analysis & Research