Managers of Wealth Americas

Third Annual Survey Finds Record Levels of Interest in M&A from Leaders of Privately Held Companies

Ninety Five Percent of Business Leaders are Interested in M&A and are Optimistic on the Prospects for Their Businesses

Customer Service from Financial Firms Driven By AI and Predictive Analytics

The rise of the technology has transformed how financial businesses are providing their services to customers.

SS&C Second Annual Study Reveals Top Concerns of CECL Transition

Despite initial plans to begin early, only eight percent of banks are actively implementing requirements

Family offices help multiple generations become good stewards of wealth

There is no single definition of a family office: whatever circumstances develop the need for an outside expert defines the term.

To Excel Multi-Family Offices Require Process As Well As Platform

What was evident is that even though the model is in high demand by the ultra-wealthy, many multi-family offices are not reaching their potential.

Capsicum Re report addresses non-affirmative cyber

Capsicum Re identifies that reinsurers are responding with both non-affirmative solutions

Investor Confidence Indices Climb in September; Affluent Confidence Reaches Highest Level in Three Years

Investors seem to believe the market will continue to thrive through the end of the year

Alliant’s Jay Laschinger Named to 2017 Financial Times 401 Top Retirement Plan Advisers

Prestigious list recognizes top financial advisers specializing in defined contribution (DC) plans

Hedge fund billionaire flew top Mnuchin aide on private jet to Palm Beach

The federal government has rules aimed at preventing individuals from trying to affect government policy by giving gifts to public officials.

The Winner Take Most In The Wealth Management Industry

The complication is that the great majority of wealth managers and other professionals are not using behavioral best practices like street-smart networking.

What Defines Millennials – and How Marketers Can Reach Them

Generational studies point to common factors that create and define a cohort.

Major asset managers moving slowly but surely toward impact investing

Nine of 10 of the largest U.S. asset managers have launched or are exploring strategies

The head of investment themes at UBS explains the big trends every investor should know

This is also going to put strain on healthcare services.

Most Companies Have Big Gaps Between AI Ambition and Execution - Study

Only 31% of respondents fear that AI will take away some of the current tasks in their own jobs.

Cryptocurrency Isn’t “Just a Fad,” Says Head of Morgan Stanley

The conversation ended up landing on the topic of bitcoin.

How Single-Family Offices Source Providers

As for other methods of sourcing external experts, none of them are as extensively employed as referrals from other professionals.

Cloud Computing, Artificial Intelligence and Distributed Ledger Technology Drive Revenue Opportunities, Present Resource Challenges for Banks - Broadridge Report

The report surveyed key executives at 69 capital markets firms to learn more about their strategies to grow revenues while improving efficiency.

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