Managers of Wealth Americas

Millennials Want To Be Alternative

While nearly seven in 10 registered investment advisors say their wealthy clients have an appetite for private equity investments, only 27 percent have raised the subject with their clients.

Investors, Plan Sponsors, and Regulators Struggle With the Transition from Saving to Decumulation

"Structural restrictions and limited adoption of in-plan income products prevent defined contribution plans from being a suitable vehicle for income," states Bing Waldert, managing director, U.S. research at Cerulli.

Fintech is ending money management as we know it

As technology allows anyone to work from anywhere, being in a corporate office matters less than ever.

The Wealth Management Relationship: The Data or the Advisor?

The question of whether the relationship is about the data or the people rages on.

Americans’ Total Wealth Hits Record, According to Federal Reserve Report

Boost to wealth driven by increase in residential real-estate values around the U.S.

Apple Inc: Merrill Lynch Believes App Store Changes Will Boost Revenue

The tech giant is trying to permit app developers to produce more revenue in order to create value for the platform.

Franklin CEO: asset management industry will consolidate

The explosive growth of cheaper, passive funds will force asset management industry to consolidate

75% of Investors Plan to Increase their Real Assets Allocation

"In the face of volatile equity markets and inadequate bond yields, we're seeing investor interest in real assets spike," said Bernie McNamara, Head of Global Real Assets Client Strategy and Omni Solutions, J.P. Morgan Asset Management.

Hightower's Pamela Rosenau named to Barron's top 100 Women Advisors

Ms. Rosenau appeared in Barron’s “Top 1200 Advisors by State” compilation earlier this year.

Lisbon and Warsaw take on New York and London

Banks shift thousands of workers out of the world’s main financial centres

THE ROBO-ADVISING REPORT: Market forecasts, key growth drivers, and how automated asset management will change the advisory industry

BI Intelligence forecasts that robo-advisors will manage around 10% of total global assets under management (AUM) by 2020.

N.A. Family Offices: Enhanced Returns In Muted Environment

As a result of this momentous growth, we have seen a rise in the creation of both single and multi-family offices in North America

Morgan Stanley Sees Babies and Billionaires as the Key to Emerging Markets

In a ranking based on his 10 rules, China sits at the bottom among major emerging nations.

Nine reasons you can’t get a job on Wall Street

“No, really, think about your skills and your abilities,” Wexler said.

Are Machines Catching Up with Human Advisors?

By some estimates such a top-down review can improve client returns by as much as 0.5% a year.

Affluent Millennials Seek Investment Advice and Insight into Alternatives

AMG Funds study finds opportunity to engage with and educate Millennial investors

HighTower Welcomes LRG Wealth Advisors in New York

The practice serves individuals, closely-held businesses and not-for-profit institutions.

Institutional investors are boosting alternatives allocations in hunt for outperformance, finds new report from BNY Mellon

Institutional investors are seeking to allocate more of their capital to alternative strategies in a quest for strong returns in the low-interest-rate environment, according to a new study from BNY Mellon.

Growth in pay continues for financial executives, but war for talent may be on horizon

Survey from Grant Thornton and Financial Executives Research Foundation cautions industry that it will take more than pay to keep execs engaged

Why portfolio theory is wrong by Tim Price

Capitalism is a matter of risks and rewards

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