Managers of Wealth Americas

Radical Changes Are on the Way for Investment Banks

Forces old and new are reshaping the industry, and Wall Street will never be the same again

The Future Of Wealth Management

A great transfer in wealth from aging baby boomers to younger generations is under way, and it is reshaping the wealth management industry in ways that demand greater efficiency and adaptation by incumbent firms.

Thirteen True Differentiators for Financial Advisors

Cynical might be an understatement.

Wealth Management Apps for HNW Clients Proliferate

A few offerings rank high, while many others have weak points

Bill Clinton’s Net Worth: 5 Fast Facts You Need To Know

The former president gave 637 speeches during that period and earned $132 million.

How Accounting Firms Significantly Benefit From Working With Single-Family Offices

In catering to single-family offices, when services are properly positioned, the fees charged by accounting firms are not a problem.

U.S. Trust Targets Wealthiest Clients With More Advisors

The move is the latest indication that big banks are emphasizing wealth management as a strategy to grow revenue while putting relatively little capital at risk

Four Ways to Support Strategy Through Culture Building

But actually, culture wins and keeps clients.

Couples Get Separation Anxiety Over Financial Planners

The trend seems to be generational.

Industry course adjustment: How wealth management is powering ahead

All four wirehouses reported declining AUM for the first quarter.

No waiting for wealth management innovation

How fast will advisers catch on as more firms follow UBS and RBC’s lead?

Does splitting life insurance make sense for clients?

“The trustee uses the trust income to purchase a life insurance policy.”

The National and Personal Concerns of UHNW Investors

Ultra High Net Worth investors have heightened concerns over national financial issues compared with their personal financial situation, according to our new wealth segmentation study of households with a net worth between $5 million and $25 million.

The Spectrem Investor Confidence Indices Drop in May for First Time in Three Months

The May Spectrem Millionaire Investor Confidence Index (SMICI®) dropped 6 points to 5, while the Spectrem Affluent Investor Confidence Index (SAICI®) fell 4 points to 0. The indices are down 10 points and 8 points, respectively, from May 2015.

Wealth management industry dangerously behind the curve in adoption of digital technology

Firms that don’t respond now simply won’t survive in the medium to long term, says new PwC report

When Bigger Isn’t Better: Banks Retreat From Global Ambitions

The global financial supermarket is out of fashion, as CEOs jettison businesses and exit countries

J.P. Morgan, Goldman, CS analysts switch to private equity as M&A dries up

The analysts and associates who lose their jobs as M&A fees dry up are unlikely to be the same as those who move to private equity.

West Michigan’s booming craft beer industry grapples with growth

“Our hand got forced a little bit,” Buiter said of Railtown’s growth strategy.

Top American CEO pay falls 22pc, but they're still making an average $US19.3m

Topping the list was Sandeep Mathrani, the boss of General Growth Properties; he took home compensation worth $US39.2 million last year.

Discretionary Accounts Will Continue to Experience Strong Growth

"If current trends in the managed account industry hold, discretionary accounts will reach $4 trillion by year-end 2019," O'Shea adds.

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