Managers of Wealth Americas

Brexit: America’s next headache

Figures from several different wings of the American Right have claimed to recognise their specific brand of politics in the vote to leave the European Union.

U.S. Investors Unaware of Full Capabilities Available Through Provider Relationships

In these cases, investors either remain functionally unaware of the availability of additional products or services, or may not believe that their current providers are truly qualified to serve them in additional areas.

Banks lead global turmoil in stocks as ‘Brexit’ vote sparks panic

These banks retain a focus on the U.K. — unlike rival HSBC, which also has a strong Asia base. Shares of HSBC traded around 4 percent lower on Friday.

Active Managers at a Crossroads Amid Low Cost, Regulation, and Surge of Passive Demand

Cerulli's latest report, U.S. Products and Strategies 2016: Identifying Opportunities for Active Management, examines strategies for active managers, the future of the mutual fund, and trends in mutual fund share classes and pricing;

The Rise of FinTech in Supply Chains

FinTechs are internet companies that streamline financial systems and make funding the supply chain more efficient.

Asia-Pacific Wealth Exceeds North America's for First Time

Millionaires’ assets in Asia-Pacific countries surged almost 10 percent to $17.4 trillion, outstripping North America’s $16.6 trillion, Cap Gemini said on Thursday.

Majority of U.S. Asset Managers Cite Increased Importance of Consultant Relations Teams

The majority of asset managers responding to a proprietary Cerulli survey indicate the importance of having a consultant relations function has increased significantly over the past five years.

TD Wealth SVP wants to change high-net-worth conversation

And what I will do with my wealth – am I giving it to someone or a charity?

Wealth Adviser Daily Briefing: Helping Heirs Take Active Role in Family Finances

Many individuals in these circumstances wish to strike a balance between taking an active and engaged role and honoring and preserving the assets their parents have accumulated.

Financial advice: man and robot can co-exist

Kilian says that currently robo-advisers ask you questions about, for example, your ability to tolerate investment risk, what you need from your investment and for how long you want to invest.

Top 10 Drivers Impacting Global Wealth And Asset Management

Preparing well in advance, as regulators and investors now demand, to mitigate risks of the next liquidity crisis.

Why Human Advisors Are Still Important, Says Schwab's Hathi, Others

The robots at least so far cannot answer calls from panicked clients about central bank policy, interest rates or geopolitics.

State Street Enhances Risk Management Platform with Factor-Risk Modelling and Data from more than 4,000 ETFs

When evaluating risk and performance, factor risk modelling offers our clients a more insightful view of how market forces may influence their portfolio, and as a result, the ability to better and more quickly manage their investments as necessary.”

Four Reasons The Wealthy Invest In Frontier Markets

Frontier markets will likely make the same journey over the coming decades, and investors who can bear the risks of these markets will profit.

Finance: Blessed returns

Pope Francis has little good to say about capitalism but has championed impact investments

Women in Banking: Mind the Gap; Men's Work-Life Balance

Being civic minded is something she tries to embrace in her current role at Key, she added.

Ultra-rich still hungry for high-end real estate investments: Citi

In recent years, Citi's private banking clients helped fund the construction of the tallest skyscrapers in Manhattan and Boston.

U.S. Consumers with Portfolios Too Small to Attract the Attention of Financial Advisors--Digital Advice Could Offer a Solution

Combining human and digital advice can strengthen the fiduciary foundation of the client recommendations.

Wealth management behind the curve in adoption of digital technology

According to the report, the wealth management sector globally, at best, is in the very early stages of the first ecommerce-focused wave.

Canada Should Join China-Led Bank, AIIB

The creation of the AIIB also gives China greater influence in regard to the International Monetary Fund

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