Managers of Wealth Americas

Why private equity is appealing for high net worth families

Private equity typically resonates very well especially among those families who generated their wealth by running operating businesses themselves

Advisors Get More Time for Clients When Outsourcing Investment Management

The percentage of advisors outsourcing has held steady at about 40%

As women gain control of wealth, it is vital for them to know how to handle it, Carol Stillwell says

Women will soon control two-thirds of the wealth in this country, according to various studies.

More Than Three-Quarters (77%) of Asset Managers Won Business Through an Outsourced CIO Provider

The vast majority (77%) of asset managers polled by Cerulli have won business through an outsourced CIO provider, up from 33% in 2014.

Seeking More Guidance, Self-Directed Investors Turn to Robots

Millennials in Canada Have Strong Interest in Robo-Advisors

The single biggest mistake I've seen women make at work

We didn't need it at school to be at the top of the class.

Will Algorithms Make Financial Advisers Obsolete?

Financial advice from computers could help private investors make more rational, efficient and profitable decisions.

Employers vastly underestimate how much time their employees take off work

On average, employees estimated needing around 3.4 days off per year.

Roller coaster ride: Wealth managers hold investors' hands during Brexit, upcoming U.S. election

Brexit lead to a world full of buying opportunities

Finance sector feeling pressure in low-interest rate environment

The consumers have really healed themselves after the Great Recession

Home Insurers, Agents Face Satisfaction Gap with Affluent Gen Y Customers

Insurers have shifted their competitive focus to improving communication, process efficiency and being easier to work with as a way to solidify and grow their business

Where Do The Super Rich Live? Follow The Private Jet Tour

More evidence that if you are in the business of selling to the super-rich, there are plenty of clients outside the biggest cities

Report: Fintech Collaboration is Key for Investment Banks

The document is of the belief that working with agile Fintech firms can help improve the bottom line for investment banks.

Asset managers still behind on social media

Four in five of the managers surveyed assign responsibility for digital and social media to their marketing departments and few managers currently have dedicated.

Morning Coffee: 24 year-old bankers on $280k find new way of socializing. Morgan Stanley slams Brexit

For young bankers, the events help fill a social gap: “I might know 15 minutes beforehand that I actually have some time this evening.

Allianz Global Wealth Report: The best years are over

Global inequality declining but in many industrial countries gains go mainly to the happy few at the top

Making bank: The 10 best-paid bankers

Half of the 10 best-paid executives at the nation's banks in the Standard & Poor's 500 aren't the chief executive officers of their companies.

Trillion-dollar global fund industry faces pressure to tighten belt

Eight firms posted a fall in the revenue generated by each employee between 2014 and 2015

Wealthiest clients will use robos but want human advisers as well: LinkedIn survey

While open to using robos for basic investing, they want traditional wealth managers for complex needs

Time for Advisors to Move Beyond ‘Fintech Fear’: PwC Report

When it comes to working with robo-advisors and other forms of automation, it’s time for financial advisors to act.

Comment, Analysis & Research