Managers of Wealth Americas

State Street Global Advisors on 2017 Investment Outlook: Pivot To Find Growth amid Global Discord

Protectionism, Monetary Policy Shifts and a Focus on Fiscal Policy to Impact Well-Established Investment Beliefs

Investors in the Americas show soaring demand for green investments but barriers still remain: HSBC survey

The survey included insight from nearly 300 institutional investors and almost 300 corporations from 14 sectors across Europe, the Americas, Middle East and Asia.

Study Reveals 2 Types Of Investors And 3 Types Of Advisors

By providing personalized planning and comprehensive guided advice, advisors can help their clients build more wealth and help their practice grow more assets under management

While private equity slows, venture capital soars

Canada’s exit trends mirror those in the US, with private equity-backed exits set to drop 16% compared to 2015.

The Team at Dashboard Wealth Advisors Expands its Portfolio Management Capabilities

Dashboard Wealth Advisors announced today that it has expanded its investment management capabilities by engaging with Tidal Growth Consultants, a consulting firm headquartered in Manhattan, NY, providing Outsourced CIO services to financial advisors.

The Real Art Behind Trump-SoftBank $50 Billion Deal

The president-elect’s tweets notwithstanding, the plan was likely to happen no matter who won the election

2017 Market Outlook: BofA Merrill Lynch Global Research Calls Heads or Tailwinds as Markets Swing on Policy Shifts

The Economy Resuscitates, Stocks Gain, Rates Rise, Inflation Grows; Heightened Volatility and Potential for Big Market Swings Likely

Hedge Funds' Unlikely Savior

The collapse in correlations is the best news that hedge funds could have hoped for.

Hedge funds closures set for worst year since 2008

Investors continue to pull money citing poor performance and fees

Investing in 90 percent of hedge funds isn’t worth it: critics

This year New York City, New Jersey, Rhode Island and Illinois pledged to withdraw as much as $7 billion from their allocations.

Client demand and technology driving move to comprehensive wealth management

We need the best technology, but we can't let technology detract from relationships

Overlooked Gem? The Underserved Generation X

The Rise In Digital Advice Platforms Has Caused Providers To Pivot Attention To The Next Big Thing

Advisors weigh pros, cons of hedge funds in portfolios

Many investors might incorrectly perceive hedge funds to be a risky investment to a portfolio

A Cheat Sheet on the Deglobalization of the Financial World

From banking credit, bond-market flows to emerging-market capital trends, we present a bevy of charts to sketch the landscape for financial globalization.

Innovation Barrier: More than Half of 401(k) Plan Sponsors Express Concern Over Potential Litigation

This mindset can make plan sponsors reluctant to adopt new products, such as those focused on retirement income.

When wonks go rogue by Tim Price

Far from reducing crime and corruption, it boosted both. Al Capone, one of the most infamous beneficiaries of prohibition, was by 1927 earning $60 million a year from alcohol sales alone. As he conceded, “all I do is satisfy a public demand.”

Is Private Company Ownership a Risk for Mutual Funds?

First, private companies have delayed IPOs, opting to raise capital in the private market

Product Innovation and Rationalization Struggles as Manager and Product Consolidation Continues

Cerulli believes that managers will continue their mode of product rationalization versus emphasizing product innovation and expansion as a result.

Just over half of HNWI assets are in discretionary mandates

Verdict Financial’s research shows that discretionary portfolio managers will experience competition from digital providers, which have traditionally been conceived as appealing mostly to self-directed investors.

A new world order: traditional economies are failing successful millennials

As few as 37% of those questioned in Germany, and 40% in the UK, thought they would be better off than their parents at age 65.

Comment, Analysis & Research