Managers of Wealth Americas

Financial Advisors Prefer Trump Over Clinton

The survey also found that financial advisors want the candidates to discuss the DOL's fiduciary rule.

'Distracted' top firm loses investment banking market share

Deutsche Bank, battling to retain confidence among some shareholders and clients

New Beginnings For Wells Fargo

We have worked extremely hard to establish our presence in the Chicago market.

Fine not the end of Deutsche Bank's US woes

Overseas banks to organise their US subsidiaries differently

Wealth management industry is ripe for disruption by Craig Hanna

It’s widely accepted, in both technology and financial services circles, that the wealth management sector lags behind other financial services sectors when it comes to embracing Fintech and Innovation. But now it’s becoming urgent.

Sovereign Institutions See Securities Lending as Opportunity to Boost Returns and Add Liquidity to Financial Markets -BNY Mellon

The findings were reported in Mastering Flows, Strengthening Markets: How sovereign institutions can enhance global liquidity, which was based on a survey by BNY Mellon and OMFIF of two dozen sovereign institutions with combined assets under management gr

The millennial is the message

Why the world’s first digitally native generation is set on investing with purpose

Outsourcing Helps Advisors Manage Complexity and Build Scale

Outsourcing elements of investment management can enhance efficiency."

As Wells Fargo scandal unfolds, St. Helena whistleblower recalls ordeal

The only way to meet your goals in that situation is if you game the system.

Canadian M&A activity hits highest since financial crisis in January-September

After a lull in recent quarters, the traditional driver of Canadian deal activity - mining and resource M&A has begun to pick up.

Investment banking fees drop a fifth in Americas

In the Americas, fees fell 19% to total US$32bil, still over half the global pool.

What Is a ‘Personal Benefit’ From Insider Trading? Justices Hear Arguments

What prosecutors must prove to secure insider trading convictions based on confidential tips

New Report Exposes World of Offshore Corporate Tax Avoidance

The report finds that holding these earnings offshore allows companies to avoid an estimated $718 billion in taxes.

Asset Managers and Recordkeepers Identify Boutique DC Consultants as Primary Target for Growing DC Assets

Classic examples of boutique DC consultants include CAPTRUST, SageView, and Lockton.

Summit Financial Advisors, a San Francisco Bay Area Based Wealth Management Firm, Publishes Two Educational Reports for Individual Investors

The independent registered investment adviser has introduced complimentary reports on important emerging trends in wealth management.

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