Managers of Wealth Americas

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.

Hedge funds face a crisis of confidence

I have been talking about this and now I think more and more investors are beginning to realize it.

How Age Impacts Wealthy Women

There are wealthy women in America across the spectrum of age segments.

Global investors develop taste for US high-yield corporate bonds

Pushed from stocks and negatively yielding sovereign debt, traders start to like junk

Robo-Advisors, Partnerships and Inorganic Intelligence to Drive Future of Wealth Management Industry

Wealth managers will seek previously unheard of working relationships with competitors amid the increasing sophistication of the market, regulatory risks, the benefit and opportunity from greater focus and specialization, and the continuing arrival of sec

New Survey of Family Businesses Reveals Strengths and Challenges Ahead

Family business are key drivers of economic development, but taxes and regulations hinder growth

HSBC ranks amongst top-three corporate citizens in Canada, tops 'women in leadership' ranking from Corporate Knights

HSBC is also the first company to be recognized as a top performer in gender diversity within the financial services sector, as part of a new Corporate Knights initiative to recognize leaders in this space.

Survey Shows 90 Percent of 1st Global Affiliates Are Satisfied with Service, Support and Partnership

Semiannual Voice of the Advisor survey provides valuable intelligence on CPA wealth managers

The Rise Of Self-Made, Super-Rich Women And Single-Family Offices

These women are not pushovers

Financial Advisory Firms Struggle to Attract and Keep Young Talent

Demand is strong but wealth management firms are having trouble finding and keeping top performers, especially in the younger age bracket. A new report serves up some advice on changes the financial advisory industry can make to attract Millennials.

Sallie Krawcheck: Why Corporate America Will Never ‘Get’ Diversity

Maybe the better results that come from increased gender diversity just aren’t enough to get men—who remain mostly in charge

What Is Thematic Investing?

It centers on identifying the ideas and trends that are most likely to reshape the economy for years to come

How To Invest In Chinese Startups Like A Pro

Chang is no stranger to early-stage investing.

Global Investors representing $12 trillion condemn Trump decision

Global Investors representing $12 trillion condemn Trump decisionSustainable Investment Alliance Statement on US withdrawal[SH1] from the Paris Climate Agreement

Unmotivated and irresponsible millennials? Not when it comes to finances, according to new study from RBC Wealth Management

High net worth millennials are proactive and curious about financial matters, the survey found.

How Wells Fargo's Cutthroat Corporate Culture Allegedly Drove Bankers to Fraud

Most Americans have assumed their bank accounts are sacrosanct.

Research reveals US expats don’t like tax rules for those working overseas

The survey from expat tax specialists Greenback, also found that 62% of expats reported that they did not owe any taxes last year or receive a refund. Under the FACTA rules introduced in 2010 all American taxpayers must file their foreign financial accoun

Rise of the technophobe - education key to tech adoption, says HSBC

The HSBC research report, Trust in Technology, shows that technologies such as fingerprint recognition, voice recognition and robo-advice hold enormous potential for uses from bank security to mobile payments and investment advice, yet millions of people

Rip-off banking fees are choking company flotations, warns OECD

The traditional model of hiring one bank for an initial public offering of shares has given way to a system of hiring a consortium of banks to underwrite the equity sale.

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