Managers of Wealth Americas

What Can Asset Managers Expect From the DOL Fiduciary Rule?

Christine Gill, BNY Mellon’s Head of Investor Solutions Group and U.S. Financial Institutions, discusses the rule and what the changes mean for clients.

Turkish companies draw bulk of its investment from US

The U.S. was named the country with the largest amount of investments in Turkish companies.

Global shift into alternative assets gathers pace

Investors turn to property, infrastructure, private equity and hedge funds

Move Over, Hedge Funds. Here's Where the MegaRich Stash Their Cash

But family offices have secretly taken over Wall Street, and they’re starting to take over the global financial industry too.

Former US$2 billion private equity fund now nearly worthless

Only seven private-equity funds worth more than US$1 billion have ever lost money for investors.

Canada's Dominion Diamond accepts sweetened bid from U.S. billionaire

Dominion was in advanced and friendly talks with Washington on a sweetened cash takeover bid.

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

SS&C GlobeOp Hedge Fund Performance Index: June performance 0.04%; Capital Movement Index: July net flows decline 1.80%

Who has the edge in digital startups vs. traditional wealth management?

The focus needs to be on what advisers and clients really need, said Kelli Keough, global head of digital wealth management at JPMorgan Chase.

The Forgotten Generation X

Generation X marks the spot for wealth managers’ next big fee pool.

Survey: Many Firms Won't Invest in Prime Money Funds Because of SEC Ruling

The 2017 AFP Liquidity Survey, Underwritten by State Street Global Advisors, finds safety of principal vital to finance pros

The best and worst banks to work for in London, NY and Asia?

Nonetheless, the figures are influenced by contemporary ratings and there’s some consistency between cities

Are traditional wealth management models 'dead'?

Robos are just one way of addressing what Thompson sees as three central questions for the future of wealth management

Credit Suisse Releases Mid-Year Hedge Fund Investor Sentiment Survey

Hedge funds saw the largest positive swing in net demand for any asset class surveyed this year

What Small RIAs Do to Grow Assets

The RIA, which managed $69 million by the end of last year, went aggressively for referrals and managed to quadruple its clients’ average assets as well, according to Financial Advisor magazine.

The ETF-isation of the S&P 500 sparks lively debate

Vanguard owns 6.8% of the US index but not entirely in its ETFs, writes Peter Smith

The four most common reasons the wealthy invest in life insurance

Collecting life insurance early is no easy task.

Technology Works Best When Combined With Human Intelligence

Advisors don't need to fear robo advisors, but they need to adopt the technology to meet evolving client demand.

Wall Street Banks Face Another False Chinese Dawn

Its 51 percent holding in a venture with Qianhai Financial Holdings Co. will be envied by rivals.

Millionaire Investor Confidence Index Rebounds from Historic Decline in May

Politics Continue to Plague Investor Attitudes

Top 1000 World Banks 2017

The Banker’s Top 1000 ranking shows that fast growth in major emerging markets is still a huge economic driver

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