Managers of Wealth Americas

Robots Could Take Over 80% of Jobs In One Country

All countries are at some risk of having jobs taken over by robots.

The Digital Advisor Experience -- It is more than Robo Advice

Yet most robo-advisors say the personal touch investors historically valued, especially high net-worth clients

Demand from China helps drive M&A

Chapman Tripp partner specialising in M&A, and co-leader of the firm's China Desk, Tim Tubman expects the momentum of 2015 to roll on into 2016

Private Banking, Wealth Management, And Profitability

In a survey of 98 private banks where the minimum account size was $500,000 in investable assets

Russell on front burner again after time in limbo

Execs says institutions returning since question of ownership answered

Private Banking, Wealth Management And Profitability

Private banking departments have traditionally delivered banking, credit, trust, and investment services to affluent clients.

The U.S. Ranks 13th In Happiness. Here’s How We Get To No. 1.

The 2016 study – its fourth edition – for the first time takes into account the consequences of income inequality.

SS&C GlobeOp: Forward Redemption Indicator Rises to 4.26%

The Forward Redemption indicator is published on the 15th business day of every month.

JPMorgan, Citigroup Under Spotlight; Too Big to Fail?

Bartlett Naylor is an activist at a liberal lobbying group Public Citizen.

Why London and New York matter most to world’s UHNWIs

The UK EU Referendum is another potentially damaging issue, but one that in reality will not threaten London’s supremacy, says Mr Bailey.

Marketers' Key Initiatives Reveal How Digital Leads to Better Client Engagement in U.S.

In order to provide a favorable client experience, it is important to truly understand the client.

Get rich or die trying? Secrets to success of world’s 50 richest people

Only one billionaire from the Arab world – Saudi Arabia’s Prince Al-Waleed bin Talal – made the top 50.

Top 400 Billionaires’ Wealth Rises to $3.896 Trillion

The Bloomberg Billionaires Index takes measure of the world’s wealthiest people based on market and economic changes and Bloomberg News reporting. Each net worth figure is updated

Foreign Buyers of U.S. Assets Show No Signs of Slowing Down

Foreign real estate investors went on a buying binge last year, acquiring a record $91.1 billion in properties in the U.S. more than double the amount spent in 2014

DOL Conflict of Interest Rule Will Lead To Product and Platform Innovation in the U.S.

The first quarter 2016 issue of The Cerulli Edge - Retirement Edition explores how asset managers, B/Ds, and plan sponsors confront a retirement industry that is evolving.

Lenders Are Getting Choosier When It Comes to Risky Real Estate Deals

Real estate investors are bracing for repercussions as loan costs start climbing

Key Concerns Of Trust And Estate Lawyers

Many trusts and estates lawyers see their world in transition with the final evolutionary form uncertain.

Single-Family Offices Increasingly Find Private Equity Investments Appealing

The single-family offices in the study are heavily committed to the asset class, with 92 percent of respondents investing upwards of 10 percent of their overall portfolio in private equity.

BNY Mellon Is Leading Provider of Trust Services for Straight Debt in 2015

Leads Market Segment for Second Year in Row

US REITs follow message on lack of growth: expert

The conditions for a commercial property bubble did not exist this time, he said.

Comment, Analysis & Research