Managers of Wealth Americas

Private equity's appetite for fund overdrafts balloons

A big majority of buyout firms use or intend to adopt overdraft facilities

Instinet Completes U.S. Equity Research Integration to its Agency Execution Platform

Boutique strategy is designed to anticipate the move toward unbundling

More Than Half of U.S. Insurance Asset Managers Surveyed Expect Growth in Third-Party, Outsourced Managed Assets

Although insurers' businesses currently continue to be impacted by a persistent low-interest-rate environment, many are increasing their exposure to "risk assets" in order to meet their investment goals.

The Rise Of Dynastic Wealth And The Increasing Importance Of Single-Family Offices

An increasing importance of single family offices will also come about from an increase in dynastic wealth

Bay Area real estate legend George Marcus gives tips on management, hiring

In his 70s, the real estate brokerage titan still hasn’t slowed down

Generation Snowflake clobbered, again by Tim Price

“Experts who can guide us about economic matters are called ‘economists’. But how do they work ?

Confidence Levels Up: Wolters Kluwer 2016 Regulatory and Risk Management Indicator Survey

Encouraging strides in bank and credit union capabilities, confidence are offset by continued risk and compliance challenges

Social Media and Mobile Technology Not Wasted on the Young - Spectrem Group

According to Spectrem Group’s recent research, older people are increasingly assimilating social media and mobile technology.

Higher costs or lower revenue? Wealth firms split on fiduciary compliance

The goal was to eliminate the possibility that wealth managers could pad their commissions by making trades clients do not need.

Embracing the Robo

Digital Advice May Be Less Costly, But U.S. Investors Value Advisor Services that Cover Life's Complexities

Advisors Must Deepen Relationships to Retain Marketshare in $7.8 Trillion U.S. High-Net-Worth Market

While responses about the relationships with spouses were encouraging, advisor relationships with younger generations of the family are a large concern.

Trump victory: Buckle up for a bumpy ride, but expect financial opportunities

“Anyone serious about enhancing their finances should be using this somewhat unexpected turn of events to create, maximise and protect their wealth.”

A Trump card in the US deck

US voters have put their faith in Donald Trump, electing him as the 45th US President. As with the “Brexit” vote in the UK, this can be seen as another victory for the politics of anger currently sweeping across Western democracies.

Trump wins US Presidential election - Standard Life Investments' Update

Clearly it is too early to fully assess the implications of the election result on markets, politics and the economy. However, Standard Life Investments will be providing clients and investors with continual updates when there is more clarity on the polic

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