Managers of Wealth Americas

Tailored best practices: Giving your business the competitive advantage

Many companies succeed by finding a unique niche or competitive advantage that sets them apart from their competitors.

Cryptocurrency – Only Part of a Monetary Revolution by Gary Dugan

To my mind cryptocurrency is the world’s attempt to deal with three issues.

How Trusts And Estates Lawyers Can Tremendously Profit By Maximizing Client Relationships

Based on a survey of 359 trusts and estates lawyers, we were able to statistically divide them into two segments.

Invesco: Global asset owners expect to increase alternative fixed-income allocations

At the same time, 42% of defined contribution plans, 40% of sovereign wealth funds and 29% of pension funds increased their exposure to core fixed income during the same period.

Technology takes the lead in 2018 - Deloitte

The Deloitte Center for Financial Services has once again published our series of outlooks for the coming year in financial services.

Schroders Global Cities 30 Index

Chinese cities continue to do well in the index with Shanghai and Beijing taking top ten spots.

Flexibility Is Key To Dynasty Trust Survival

Diana Zeydel offers some advice on the "care and feeding" of dynasty trusts at Heckerling 2018.

2018 Outlook For US Wealth Management: 'The Year Of The Client'

Wealth management should absolutely be built around client needs," the report said.

Kroll Report highlights heightened fraud, cyber, and security risks

Businesses reported all-time high levels of fraud (84%), cyber (86%), and security (70%) incidents.

Millennials more financially savvy than previously thought - BofA research

Millennials are proving that they are just as good as or better than older generations when it comes to money management habits like saving and budgeting, according to the Better Money Habits Millennial Report released today

Family Offices Offer Long Term Incentives in Bid for Top Talent

Overall, more than 60% of family offices use long-term incentives (LTIs).

Key sports law cases and developments to watch in 2018 - Withers

As competition schedules inevitably mount up, the imminent question has already been put before the EC by many MEPs

Are pension plans making pipe-dream return forecasts?

They expect cash to return an average of 3.2% annually over the long run

Making America’s asset managers great again

Sweeping US tax reforms will boost the sector but there will be unforeseen effects

Vanguard’s New CEO Says Advisors’ Jobs Are in Jeopardy

Tim Buckley kicked off the Inside ETFs conference this week with a dire warning for those in the audience—embrace the inevitable fee erosion around asset management, or face extinction.

Manulife Asset Management recognized for communications excellence with five LACP awards

Manulife Asset Management, the investment management arm of Manulife, has been recognized for communications excellence by the League of American Communication Professional (LACP)

Tax Reform Could Make RIAs More Attractive to Corporate Buyers

In 2017, banks acquired RIAs at more than twice their usual pace—8 percent versus 3 percent historically.

Most Americans don’t know about the 1 most common secret way the rich build wealth

Unlike term life insurance policies, which are cheaper, temporary and have pay-outs that are only accessible upon death, permanent policies offer a cash-value component.

Three Top Financial Exposures Private Equity Dealmakers Face During M&A Transactions

Cyber Security, Transactional Risks, Multinational Expansions Among Top Three Concerns

CIBC eyes FirstCaribbean valuation around $1.4 bln

Reuters reported in December that CIBC, which holds a 91.5 percent stake in FirstCaribbean, was considering listing 20 percent of the business early in 2018, and, subsequently, selling more shares.

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