Managers of Wealth Americas

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.

Asset Management Fee Comtinue To Fall Across Asset Classes

The bfinance report “Investment Management Fees: New Savings, New Challenges” found that active global equity management fees have dropped by 8% since the 2010-2014 period as many big investors have embraced passive strategies, brought functio

Active money management alive, but not everyone in on fun

Macquarie Investment Management also is seeing heavy inflows within its active strategies.

Banks Eager For Artificial Intelligence, But Slow To Adopt

Disaster recovery is also critical and must be performed on premise

Preqin: Billion Dollar Club Expands By Eight In Past Year, AUM By 6%

The Billion Dollar Club...has great influence over the industry

Dismantling Public Pensions Could Blow $3 Trillion Hole in U.S. Personal Income over Next Decade, NCPERS Warns

Economic Growth Would Suffer if Pressure to Curb Pensions Continues Unchecked

In green investment, it’s fight or flight

The funds pulled from errant companies are re-invested into other sectors that follow the same economic trends.

Advisors' Approach Influenced by DC

Washington is on advisors' brains, Folio adds 200,000 brokerage accounts and a Michigan-based Merrill team joins Raymond James.

Adopting new technologies could help banking customers, according to HSBC

Respondents were found to lack knowledge of new technologies, with blockchain, finance applications integrated into social media and robo-advisors being amongst those that are the least understood.

France makes Brexit pitch to Wall Street banks in New York

Macron is promising to overhaul the labour market and simplify the French tax and pension systems

Asset management looks different in 2020: Research

Forty-four deals took place in the first quarter of 2017, and Casey Quirk expects 2017’s volume to likely outpace the last two years.

Global Political and Economic Uncertainty Create a New Breed of Digital Innovators

Nash/KPMG CIO Survey

Here's What New Graduates Should Know Before Entering Wealth Management

Acting as a fiduciary means putting your clients’ interests first at all times

On growing the pie, not eating it by Tim Price

It is also an exposure of the biggest lie in British politics: that national insurance is a separate levy which is set aside to pay for this kind of thing. It isn’t.

Wirehouses use predictive analytics to shore up goals-based planning

Large brokerage firms are updating technology to get a better understanding of clients in real time, augment advisers' service and improve client experience

Unpacking Impact Investing -- An Emerging Asset Class

In addition, investment managers are closely examining public companies and their practices around fair pay, gender equality, socially responsible supply chains, and the environment.

Payments and the Internet of Things: Opportunities and Challenges

Diverse partnerships are being formed between payments companies, device manufacturers, and various specialist players to enable connected commerce transactions.

Financial Services Casting Nets For Younger Pros as Advisors Age Out

Early this year, Merrill’s brokerage division launched a new initiative to both land and train younger advisors – a move that’s been a long time coming for an industry showing signs of growing long in the tooth.

BlackRock bets on Aladdin as genie of growth

World’s biggest asset manager plans to extend industry’s use of its technology

World's Rich Confident They Can Scale Wall of Global Risk- Survey

Some 82 per cent of those surveyed said this is the most unpredictable period in history.

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