Managers of Wealth Americas

SS&C GlobeOp Hedge Fund Performance Index: August

The Index has declined 3.75 points over the past 12 months.

Pension Spending Supports 7.1 Million Jobs, $1.2 Trillion in Economic Output across the U.S.

Pensionomics 2016 comes at a time when economists are predicting dramatic drops in economic growth in the coming decades.

Financial-advice firms see record 2015 earnings yet slowest growth since crisis, study shows

Slowdown comes as the wealth-management industry faces increasing regulatory costs

Hedge funds flat in August, up 2.5 per cent year-to-date

Close to 40 per cent of these managers are long/short equity mandated while another 20 per cent are CTA/managed futures mandated hedge funds.

Love, Money & Millennials

Millennials are also twice as likely to keep a financial secret.

World Quality Report 2016 shows business operations at risk with 68 percent of organizations ill-equipped to deal with IoT workloads

Digital transformation continues to drive IT strategy, putting increasing pressure on quality assurance and testing to deliver customer value and competitiveness

Fear and greed haunt world of venture capital funds

Fear and greed are stalking the insular world of VCs.

PE Panorama: Family-office portfolios benefiting from PE returns

family-office portfolios benefiting from PE returns against a background of severely depressed performance overall

AIMA survey - Alternative asset managers and investors deepen partnership through greater alignment of interest

The survey was overseen by AIMA’s Research Committee, which comprises executives at fund managers and service providers

Post-DOL Conflict of Interest Rule, Focus Will be on Risk Over Return

We expect asset managers to see a greater demand for passive ETFs in managed accounts, which will result in clients owning very similar, cookie-cutter portfolios.

Hedge funds offer fee cuts and clawbacks

Some investors are also being offered lower fees if they agree to remain invested in the fund for a certain period of time, as the industry moves away from the traditional model of charging a 2 per cent management fee and a 20 per cent performance fee.

A discouraging warning from RBC’s CEO

A discouraging warning from Dave Mackay, CEO of Royal Bank of Canada

Most Plan Sponsors Agree Core Purpose of DC Plans is to Provide Income During Retirement

MetLife’s 2016 Lifetime Income Poll Reveals Plan Sponsors Want More Regulatory Clarity to Make It Easier to Offer Guaranteed Income Solutions

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

Comment, Analysis & Research