Managers of Wealth Americas

Sustainably Minded Indexers Get More Choices

Recent trends show that passive sustainable funds are growing significantly faster than active ones.

What worries the wealthy

Dollar millionaires seem to worry most about global and national issues

Surge in Demand Shows Transparency is Key to Success for Alts Investing

Responsibility for Ensuring Transparency is in Flux

PE Panorama: Bonderman jibe accentuates underlying PE image problem

Mr. Bonderman’s situation wasn’t helped by the fact that the meeting was called to address issues of sexual harassment and discrimination at the company.

Current RIA M&A Pricing May Be Too High

Over the past year, Morgan Stanley, Merrill Lynch and UBS have all signaled that they’re steering away from luring top producers

Into the Wilderness

“We are releasing the computer into the wilderness” announced Hendrik Leber of Acatis Asset Management in March.

Female Wall Street executives launch nonprofit to help girls get started in asset management careers

While many people in the industry acknowledge the gender-gap problem of a shortage of women, most don’t progress past talking or writing about it.

RIAs are Drawing Rich Buyout Offers

Shoppers include banks and family office firms, “including billionaires who want in to the RIA business,” Financial Advisor writes.

As Growth Picks Up, Wealth Managers Target the Client Experience

Private Wealth Gains Ground, but Revenue and Profit Pressures Linger; Delivering Value, Succeeding in Moments That Matter to Customers, and Advancing Digital Focus Are Key, Says Report by The Boston Consulting Group

Hold the Toasts to Generosity. In Fact, the Rich Give Away Very Little of Their Wealth

These factors ultimately affect the economic and financial circumstances of all types of donors and, therefore, their ability to give.

Robo-advising platforms carry new risks

Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.

How to Achieve Digital Transformation

Disruption is occurring. Here are steps to plot your path.

Millennial Investors Are Not Over the Financial Crisis

A total of 83% of millennial investors cited that their decisions today were influenced in some manner by the financial crisis

Rich get richer under new pension law

The average firm either holds the funds on its balance sheet as liquid assets or pays them out to shareholders.

Global CEOs remain optimistic over the next 3 years and look to be the disruptor

The annual study by KPMG International of nearly 1,300 CEOs from companies across 11 industries in 10 countries found that many CEOs are focused on geopolitical challenges

Generations Collide as Millennials Redefine Work, Wealth, Family and Influence

Millennials are challenging traditional approaches to investing, philanthropy and pursuit of life and career goals, but family traditions and financial support are the foundations of success and multi-generational family wealth planning.

When Silicon Valley execs suddenly make billions, they turn to this man to help them give it away

The Silicon Valley Community Foundation has shot from obscurity to become the largest of its kind in 10 years.

On Philanthropy: Women’s voices ring clear in world of philanthropy

Women of all ages and stages of life are more generous than their male counterparts

Fund houses’ assets rose but profits fell in 2016

Research further warns that a third of profits in Europe could be wiped out by 2018

The Coming Challenges For Asset Managers And Financial Advisors

We asked a nationally recognized financial services communications expert and business consultant for his real-world perspective on major challenges and trends in the financial services industry.

Comment, Analysis & Research