Managers of Wealth Americas

Pershing Study Highlights Investor Demand for Financial Advice Tailored to Specific Life Events

The survey found that 76% of wealthy clients now conduct their financial affairs fully or mostly online.

Wealth Management: Where Will the Largest Fee Pool Be in 2030?

For banks and financial services firms looking for a piece of the action, baby boomers are still their best bet

SS&C GlobeOp Hedge Fund Performance Index

The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted, independent monthly window on hedge fund performance.

Retail Adoption of Strategic Beta Most Promising in Wirehouse and RIA Channels

These findings and more are from the November 2015 issue of The Cerulli Edge - U.S. Edition

Taking the lead - St. James's Place Market Bulletin

Sometimes it is indecision, rather than action, that keeps audiences on the edge of their seats.

Here’s how much you’ll be paid in private equity

Private equity pay is increasing and the buy-side has become the de facto vocation for junior investment bankers looking for a more secure career and an opportunity to earn big money as regulators crack down on banking compensation.

Credit Suisse's Brazil CEO Sees Crisis Dragging On for Years

The trajectory looks like this: At the end of 2013, Brazil had a budget deficit equal to 3 percent of gross domestic product; today, that figure is over 9 percent.

Five questions to ask before you sell your business

The result was a far bigger valuation than if he had sold 100 per cent of the business in one transaction.

RBC Wealth Management outlines four key risks weighing on investors’ minds

Although a concern, investors should accept volatility as the new norm and look for opportunities for those businesses where fundamentals remain strong

Stake Are High In U.S. Fiduciary Debate

What are the potential effects of the U.S. Department of Labor’s proposed fiduciary standard on the financial services sector?

What to Do When You Get an Inheritance

There are several factors to consider before putting an inheritance into the stock market.

Investors Most Relaxed in 2 Years Over Fed "Liftoff" - Survey

Only 7 percent of 651 global investors polled by the UK bank said U.S. policy "normalization" was the biggest risk over the next year

Cerulli Projects the Digital Advice Market Will Reach $489 Billion By 2020

Most consumers want to know that they can reach out to a person to solve a problem

Where investment banks are recruiting in the U.S. now

Investment banks have been struggling to hold on to junior bankers for the past 18 months, but more recently hiring had been focused in bringing in senior employees.

Morgan Stanley Wealth Management Adds CreditSights to Research and Strategy Content for Financial Advisors

The addition of CreditSights will help our Financial Advisors and their clients to make more informed decisions about corporate credit investments suited to pursuing their investment objectives within their risk profile.

Connecting with Clients' Families Is About More Than Retention

Additionally, Fidelity’s 2014 research found that half of clients don’t have confidence their partner/spouse

India's wealth rose 211% in 15 years: Key takeaways from New World Wealth report

No prize for guessing which country tops the list

Data be damned, Wall Street says all is well

The weak third-quarter gross domestic product growth was just an inventory drawdown.

Lunch with the FT: Neb Nerbanke By Tim Price

“Mr Bernanke denies that the Fed unfairly “enriched the rich” because it only “returned asset prices and the like back to trend”, and the recent rise in US stock prices “is because returns are low”.

Old School Asset Managers, Meet New SWFs

Not a specialist? Only do equities? New wealth funds can still use these traditional asset managers, Cerulli says.

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