Managers of Wealth Americas

How FinTech is Forcing Banking to a Tipping Point

Citigroup, one of the world’s largest financial institutions, has just released an important FinTech report that predicts big changes as a result of new financial start-ups

Why Silicon Valley’s ‘unicorns’ have regulators worried

They are among a growing group of Silicon Valley tech firms that are eschewing tradition and staying in private hands, rather than joining their brethren in the public markets where mom and pop investors could buy shares in the company.

BNY Mellon's First-ever "People Report" Showcases a Talent Strategy that Powers Business Performance

In the report, BNY Mellon showcases how raising the bar on people and performance is enabling a 230-year financial services firm to transform itself to attract, engage and retain employees, exceed client expectations, enhance shareholder value and improve

America is still extremely wealthy—and these numbers prove it

The basic objection comes down to one thing: A nation can’t possibly be wealthy with a national debt of $19.3 trillion, or about $160,000 per U.S. household.

Miton’s Anthony Rayner: “Emerging into the limelight”

As a result, our basket of stocks, which is small in aggregate, tends to avoid direct commodity exposure and the exporters.

It's looking like a tough year to be an investment banker

These are tough times for bankers. After weathering turbulent markets earlier this year, many now wonder whether they'll still have a job by the end of the year.

Momentum Building in U.S. Impact Investing Market

The March 2016 issue of The Cerulli Edge - U.S. Monthly Product Trends Edition explores growing investor interest in impact investing in the United States.

Number of U.S. Securities Class Action Settlements at Highest Level Since 2010

“The increases in case filings may suggest that higher numbers of settlements will persist in the near future. While settlement volume fluctuates from year to year, the size of the typical settlement tends to remain fairly consistent.”

Wealthy Young Americans' Approach to Philanthropy Mirrors the Ultra-Wealthy -- SEI Survey

New data released by SEI indicates that when it comes to philanthropy, the youngest high-net-worth Americans share habits and attitudes with the wealthiest individuals and families in the country.

Why Single-Family Offices Invest In Private Equity Funds

Single-family offices are solid investors in private equity, including funds and direct investments into companies.

Financial Repression Is Here To Stay

The negligible interest rates are meant to be stimulating the economy.

America Is A Tax Haven, And It's Not Ben Carson's Fault

Numerous reports say that the world’s favorite tax haven is the United States.

Someone's Missing From Most Family Offices

If you’re not managing the insurance needs of your high-net-worth clients, you’re missing a critical role that the family office should play

Digitally-Enabled Advisor Practices Grow Assets More Quickly than Other Advisor Practices

By comparison, just over 50 percent of traditional advisors reported growth of 5 percent or more.

Argentina shows Brazil the way to restore confidence - Schroders

Resolution of the political crisis is universally regarded as a pre-condition for a return to growth, though opinions varied on the likely timescale.

Three Quarters of Investors Demand Increased Levels of Transparency on Private Equity Performance

Private equity assets under management reached a new high of $2.4 trillion in June 2015.2 Alternatives are seen as key to boosting returns, with 46 percent of asset owners planning to increase their exposure.3

Eight Predictions for the Future of Online Brokerages

In his latest analysis, he showed how five firms – Fidelity Investments, Charles Schwab, TD Ameritrade, E*Trade Financial and Scottrade – are dominating the space in terms of clients, accounts and assets under management, and that will continu

FOR decades looking after other people’s money has been a lucrative business

Consumers are finally revolting against an outdated industry

Asset Picks From Top Wealth Management Firms

Why wealth managers are telling clients to avoid dramatic portfolio changes.

The 1 Percent Ladies: Wealthy Women Drive Wave of Luxe Travel

These include holidays that focus on "wellness" and can be combined with business or voluntary work, according to data provider, WealthInsight.

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