Managers of Wealth Americas

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.

Bitcoin May Open Markets, Won't Hurt Incumbents: Citi Report

This was Citi's third blockchain research report.

Nearly half of North Americans open to robo-advice

For half of respondents, speed and convenience is the top benefit of robo-advice, with lower costs cited by 29%.

Networks and Platform Based Business Models Win in the Digital Age - Wharton

Evidence based management, big data, and machine learning provides cutting edge insights into business model performance

The Pains of Starting a Fintech Bank

Everyone complains that banks don't innovate fast enough, but facts on the ground often make it hard to do so.

Millennial small business owners in it for the long haul, Wells Fargo survey reports

Millennial small business owners are, however, on a mission to seek out knowledge that will help their businesses grow.

How Brexit Affects Bank-Fintech Ties

When the U.K. voted in a national referendum on Thursday to leave the European Union, it created a lot of uncertainty for these startups.

Donald Trump promised millions to charity, but less than $US10,000 can be found over seven years

Trump University. A book. Another book. If he honoured all those pledges, Trump's gifts to charity would have topped $US8.5 million ($11.5 million).

Goldman Loses $180M Adviser To Dynasty-Backed Firm

Adviser Robby Saggu will serve as a managing director at Corient, which is affiliated with Dynasty Financial Partners, according to the firm.

Who Is The Best Paid Banking CEO In America?

The company transitioned from a mutually held bank to a fully public company that saw its stock surge by 11 percent.

Traditional FAs Miss Out by Ignoring Less Wealthy

Advisors may also be missing what consumers consider important, which could be keeping them from opening new accounts, according to the study.

Sovereign Wealth Fund Withdrawals Remain Headwind For Fund Companies

Mooney reports data that show state-backed funds pulled at least $8.8 billion from asset managers in the first quarter of this year

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