Managers of Wealth Americas

Digital experience: How to give clients exactly what they want

Ileana Sodani explores how advisory firms can harness digital innovation to enhance the client 'experience' and drive business growth

Number of DIY investors is on the rise

Hearts & Wallets estimates that 33.4 million U.S. households with $35.4 trillion in investable assets use both full-service and self-service financial advisory firms.

Black Monday? Keep calm and carry on, investors urged

Investors must, of course, be vigilant of the Black Monday events and what has led to them.

79% of Institutional Investors Use Alts: Survey

Investors in private equity, real estate and hedge funds find improved terms

BNY Mellon's Pershing Study: Broker-Dealers Need to Rethink Their Strategies In Order To Attract and Retain Top Clients

To continue to foster that culture, broker-dealers need to regularly come together with advisors in a constructive dialogue

SS&C GlobeOp Forward Redemption Indicator: August notifications 3.46%

“SS&C GlobeOp’s Forward Redemption Indicator of 3.46% for August 2015 reflects mainly seasonal influences in comparison to the 2.08% reported in July of 2015,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technolog

Financial Advisors Bullish On U.S. Equities - Aberdeen Asset Management

Advisors are conflicted on how best to diversify client holdings to manage against a potential market downturn.

A self-made millionaire who interviewed 1,200 wealthy people noticed one behaviour they all have in common

In this selfish quest to make themselves happy, they have an active mindset — they go after what they want and they problem solve until they achieve it.

The World’s 20 Wealthiest Individuals Under The Age Of 35

The youngest individual on the list is Snapchat chief executive Evan Spiegel, who at the age of 25 has already amassed a personal fortune of US$1.9 billion.

J.D. Power study shows most investors still don't understand fees

The initiative – known as the second phase of the client relationship model, or CRM2 – has been anticipated for several years in the industry

Mario Gabelli: Does He Practice What He Preaches?

In the vote for Gamco’s board of directors, Mr. Gabelli had the most votes withheld of the seven people on the ballot in 2010 and 2013.

Robo Advisors Continue Growing AUM Despite Increased Competition

Despite some commentary that established financial institutions would crush fintech startups

New Study Reveals What Women Breadwinners Want and Need and How They Are “Leaning In” on Financial Decisions

Breadwinner women seek a wide range of services from their financial advisors

Ultra-Wealthy Want to Have and Eat Cake

Financial Expectations, Behaviors, And Realities Out Of Sync For America's Ultra-Wealthy, According To SEI Report

BofA Merrill Lynch Fund Manager Survey Finds Weakening Outlook for Global Economy Amid Fears Over China

An anti-commodities stance is evident with moves out of Energy and Materials, while defensive weightings increase.

FSI: DOL Fiduciary Rule To Cost IBDs $3.9 Billion

FSI’s report found that total costs are roughly 4.3 times higher than the Labor Department estimates in its most expensive scenario.

Life Insurance Liquidation and Other Key Trends

The result is a healthy market, with growing demand from seniors to liquidate under-performing life insurance policies and redistribute wealth with the assistance of their advisors.

Poll: How are Millennials trading?

There are, of course, some outliers within Generation Y, as the Millennials are also known.

Global dividend payouts hit by stronger dollar

At the sector level, it is encouraging to see increases from financial companies as they start to slowly move towards higher payout levels.

IRA Assets Expected to Approach $12 Trillion by the End of the Decade

The report profiles these individuals to assist firms in developing segmentation strategies aimed at capturing assets earmarked for retirement.

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