Managers of Wealth Americas

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

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.

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