Managers of Wealth Americas

Customer Due Diligence in the Post-Panama Papers Era

KYC procedures are often viewed as a check-the-box activity

Three Trends Impacting The Practices Of Wealth Managers Focused On Cultivating The Affluent

It is important to be aware that these trends are structural and, consequently, unavoidable.

UBS Survey Reveals How Employees Can Maximize Perceived Value of Company Stock Awards

This year's edition, "The multiplier effect," found that 45% of employees see little value in equity awards, even though companies grant billions in equity awards each year.

Preparing for a Sale: How Advisors Can Maximize the Value of Their Firm

Here is a list of steps advisors can take when preparing for a sale that will improve the overall efficiency of the business, limit risk, increase revenue and ultimately maximize the firm’s value.

Nearly Half of Projected IRA Rollover Assets "At-Risk" Post-DOL Conflict of Interest Rule

Using Cerulli's proprietary IRA rollover model, this research seeks to quantify the degree to which assets traditionally pegged as headed toward the IRA market may now be "at risk" and more likely to remain in employer-sponsored DC plans.

A.M. Best Special Report: Innovation: The Race for Global Reinsurers to Remain Relevant

A.M. Best also notes that companies in its composite were not able to avail themselves of prior-year reserve takedowns that have been heavily utilized by U.S. and Bermuda reinsurers.

Bank hiring: Wall St turns to machines to find better-behaved bankers

Why a US division of Deutsche Bank is using matchmaking tests to hire graduates

U.S. Defined Benefit Plans: The Shift Toward Alternatives

As plan sponsors evaluate the next steps to take in managing their plans, research indicates that many are seeking the support of an outsourced chief investment officer to help with dynamic asset allocation decisions.

After Summer of Easy Profits, America’s Bond Traders Are on Edge

Fund managers take greater cash positions as yields near lows

Swiss Re’s New Latin American CEO Axel Brohm Is Optimistic About Colombia Insurance Market

Brohm has a lot of experience in Colombia

New York overtakes London for Middle Eastern property investment

Regional property investors are diversifying their assets, according to CBRE

The days of swashbuckling hedge fund managers are over

Investing in his firm, Eclectica Asset Management, has been a wild ride.

MENA investments in US commercial real estate hit $6 bln: GFH

Foreign investments in U.S. commercial real estate increased across all property types in 2015, and have grown at a CAGR of 49 percent over the past five years.

The Largest Wealth Gap in the World

Japan was considered the most equal country, with millionaires controlling 22 percent of total wealth.

More Focus Should Be Given to Gen X DC Plan Participants

Gen Xers show the most concern about depleting retirement funds too early, and they are the least interested in being involved in their investments, a survey finds.

The Rich Worry More About Identity Theft Than Terrorism

Diversification and noncorrelation paid off for many advisors in the second quarter, especially those who allocated more to alternatives, such as managed futures and intermediate-term bonds.

RIAs Continue to Win Marketshare, Growing at 6% While Wirehouses Shrink

In addition, the report analyzes trends related to advisor product use, portfolio construction, and allocation changes across industry segments.

The Right Way to Protect Wall Street’s Customers

Even Wall Street professionals, she says, are confused by the differences between the suitability rule and the fiduciary rule.

Want to Give Back to Your Parents? Here’s How to Buy Them a Home

For high-net-worth clients who want to help those who supported them, a house purchase can be an option. But watch out for complications.

Vancouver and Toronto housing diverging: TD

A 15 per cent property transfer tax on foreign buyers came into force this month in Metro Vancouver.

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