Managers of Wealth Americas

Dodd-Frank Turned Six, But Consumers Still Aren’t Celebrating

Stuck with the bill

NTT Says New Core Banking Systems Are Coming. Really.

An Accenture survey last year suggested “that banks are at a tipping point."

“Good habits formed at youth make all the difference” - Aristotle

Franklin sought to educate the public, printing almanacs including “Necessary Hints To Those That Would Be Rich”.

How the richest 10 per cent of families hold 76 per cent of wealth in US and debt sky-rockets among the bottom 25 per cent

But the top 10 percent of families, possessing an average of $4million each, held 76 per cent of total wealth.

Donald Trump's Companies Are At Least $651 Million In Debt, A New York Times Investigation Finds

He has argued that he will call on his financial wizardry to rebuild inner cities, repair roads and bridges, increase the military budget.

Wealth managers to see hit on back of multiple market changes

Wealth managers can improve profitability by focussing on reducing costs and better managing clients.

Focused active asset managers outperform

The research demonstrates that active asset managers focused on a single core skillset have significantly outperformed both generalist active asset managers and passive mandates across multiple asset classes over the past five years.

Most investors say there’s no difference in IRA providers

Provider fees were cited as the top reason for selecting an IRA by the investors surveyed by TIAA

US investors to globalise core exposure as domestic property slows

It also plans to invest $20m into Velocis Fund II, which is employing a value-added strategy in secondary US markets.

Prudential: Optimized benefit plans bridge financial protection, retirement security for employees

The new report, “Insights for Optimizing Your Employee Benefit Program,” provides valuable insights about linkages between different benefit offerings and overall outcomes.

Black-owned banks are disappearing at an alarming rate

Minority owned institutions were hit even harder.

Time to Redefine “Wirehouse,” “Regional” and “Independent”?

Advisors who want to transition their business need to know these distinctions, but many apparently do.

Patterns of Behavior That May Warrant Taking A Different Approach with Female Investors

There is still relatively little differentiation across firm products and platforms to target female investors.

Presidential Politics Shape Outlook for Latin America's Asset Management Industry

These findings and more are from Latin American Distribution Dynamics 2016: Keys to Gaining a Foothold in Increasingly Globalized Market, a report developed in partnership between Cerulli and Latin Asset Management.

Higher Fees Increase Law Firm Revenue by 4.1 Percent

The growth was primarily driven by an average billing rate increase of 3.2 percent

Investment research firm: Financial services can withstand fintech threat

New technologies such as online bill payment have made it more inconvenient to switch bank accounts.

What’s Culture? No Bonuses to High-Ranking Partners at Gibson Dunn

The firm’s culture is oft-cited by The American Lawyer and others as a point of strength.

Sexism still rife in asset management

Female fund staff say there has not been enough progress for women in the industry

Millennials' distrust of banks is spawning a new breed of startups

They tend to trust technology more than the recognized stalwart brands, like a J.P. Morgan Chase or a Wells Fargo.

RCBC says it keeps ties with US banks despite heist role

A correspondent bank provides services, such as facilitating wire transfers or accepting deposits, on behalf of another bank.

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