Managers of Wealth Americas

Don't Use Risk Management as an Excuse to Stop Innovating

There is good reason to exercise caution before embracing innovation in banking.

Millennial and mass-affluence groups most likely to shift from bank

The potential for disruption remains a very real threat for many incumbent banks

US banks may have to wait more for wealth management profits

With unpredictable market environment, big banks in America will have to wait till they see a steady growth in profits and higher margins

U.S. banks' wealth management profit engine seen stalling

But lately that jewel has been losing its luster.

Wealth Adviser Daily Briefing: High-Net Worth Adviser’s Survival Guide To The Future

So Mr. Vonnegut has put together a guide showing how an investment professional can be successful five years from now in the wealthy client niche.

The new fund is being launched as Saudi Arabia begins to open its economy to non-Saudi investors.

A lot of the different businesses within financial services are going to undergo tremendous change going forward.

This is the one thing super-rich people are worried about

He went from a gig at a brokerage firm in the mid-80s to starting The Polk Wealth Management Group

Asset Managers Around the World Seek New Revenue Streams

To keep costs under control, managers continue to look for ways to improve operating efficiency, including investment in technology.

Family Offices: Interest Rates Spike

The office provides a single point of contact to co-ordinate the strategic objectives of the family and monitor capital positions and liquidity against risk/return objectives.

Yield Curve Shows 60% Chance of Recession, Deutsche Bank Says

The calculations attach the highest probability to an economic contraction since the financial crisis.

Private Equity Limited Partners Believe in "Trust but Verify" According to New eVestment Study

The survey also highlighted LP's growing interest in standardized GP performance reporting and heightened due diligence requirements.

How Transitioning To Wealthy Clients Can Be Easy

One key is to change your mind set from thinking about immediate goals to thinking about long-term legacy planning.

Shifting Points of Influence Create Murky Waters for U.S. Key Accounts and Wholesaling Teams

Cerulli believes that the dueling influences of centralized home-office research teams and decentralized advisor investment decisions will have significant ramifications for asset management distribution teams in coming years.

Asset Owners Scale Up Hedge Fund Pools

Both public- and private-sector investors in the US have hiked allocations.

For millennials, a new way to play game

What he was missing was the rest of the millennial generation.

What Is Planned Giving?

Planned gifts make use of legal and tax strategies and/or financial products requiring donors to turn to professionals for assistance.

As Clients Go Digital Some FAs Aren’t Keeping Up

But that same survey also found that only around half of advisors say their firm is doing enough to meet these client expectations.

Survey Reveals Large Proportion of Buy-side Firms Struggling with Non-integrated IT Infrastructures

The survey explores the challenges to growth that Global (non-North American) firms experience based on their choice of IT strategy and follows from an identical survey conducted among North American firms in February 2016.

Canadian businesses still cautious, says Bank of Canada survey

Economy 'in transition and the process is unfolding very slowly,' says senior economist

Battle Of The Money Managers: Citi Compares Artisan Partners To OM Asset Mgmt

OM Asset Management is more of an affiliate structure; it acquires equity stakes, leverages global distribution, and assists with ownership transitioning.

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