Managers of Wealth Americas

Assets of the 1,000 largest U.S. retirement plans hit $10 trillion

All five of the largest retirement plans in the country are public plans

US asset managers shake up equity research as banks shrink their budgets

Across Wall Street, asset managers are also betting that some research can be automated

Market Meltdown, Bitcoin Bubble, And Wealth Managers Collecting Assets

It is important to realize that a critical role of astute wealth managers is to provide financial solutions to their affluent clients including helping them stay on course when “storms” appear.

Switzerland, United States are the world’s most corrupt nations: report

It explained that “the Swiss will exchange information with rich countries if they have to, but will continue offering citizens of poorer countries the opportunity to evade their taxpaying responsibilities.

Global legal services in a disruptive world: Big Law versus New Law

The research findings shine a light on how the legal sector is adjusting to meet the needs of ever-demanding global clients

Opioid addiction crisis: The cost of killing pain - Schroders

Now, major opioid drug manufacturers have been sued by over 30 states, cities or counties in the US.

Citi’s CIB head embraces the tech challenge

These formative years contributed to his view of banking as an apprenticeship business.

How 3 Female Asset Mangers Built Decades-Long Careers

Three women who have each spent between 20 and 50 years in the financial services industry reflect on their successful careers

In the Vanguard: Fund giants urge CEOs to be ‘Force for Good’

Passive managers link up to deliver checklist letter to change corporate behaviour Committee Encouraging Corporate Philanthropy

Changing Tides: Global Private Debt Market in 2018

Of these, a fifth (21%) expect a significant increase over 2018.

US Dealmaking Remains Robust According to a New Report by White & Case and Mergermarket

The key factor is the stock market.

Global ETF Industry Had Record Breaking Year in 2017

The report also looked at themes affecting the ETF industry.

Global alignment for growth drives optimism for Canadian private companies

Despite the positive outlook, 41 per cent of private Canadian companies indicate likelihood of disruption by a non-traditional competitor

US, Switzerland singled out for financial secrecy by new index

The only realistic way to address these problems comprehensively is to tackle them at root: by directly confronting offshore secrecy and the global infrastructure that creates it.

World Bank Report Finds Rise in Global Wealth, but Inequality Persists

The report found that global wealth grew an estimated 66 percent

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.

Comment, Analysis & Research