Managers of Wealth Americas

Client Segmentation is Key Element of Heightened Productivity and Profitability for Advisors

Effective segmentation tends to be difficult for advisors to establish and implement

Affluents Are Enjoying the Little Things in Life

The five key measures of how affluents feel about the overall economic health of the country and their personal financial situation all dipped in the most recent survey after rising in the first quarter 2015.

Financial Services Industry Losing Cachet And Losing Jobs

New York City remains the top city for the global financial services industry

Insurers Double IT Budget as Complex Asset Class Investing Gains Greater Acceptance - SS&C Survey

Risk and Operational Management of Complex Asset Classes Competitive Edge for Insurers

Why Most People Believe Affluence Is Wealth

As a guest lecturer for a college course, I can see how students tend to confuse the outward trappings of wealth

Repositioning Private Capital: Money Movements Around The Globe

Over the past six years, there have been substantial withdrawals from offshore client accounts, to the tune of as much as CHF350 billion.

SS&C GlobeOp Forward Redemption Indicator: June notifications 4.72%

“Though this represents only a small gain, it is the first positive monthly comparison since January and suggests that investor sentiment may be turning more optimistic regarding prospects for hedge fund performance.”

21 top gripes of investment banking interns

The training program is like drinking from a firehose

Time to Change How the Game is Played?

Almost three quarters of broker/dealer and RIA firm executives feel there is an advisor talent shortage, according to a recent poll by Fidelity Investments. But they’re not changing how they recruit.

Opportunities in an Improving Global Economy - Wells Fargo Investment Institute

The report offers a guide to help investors take full advantage of opportunities and position themselves for the potential of higher stock market returns for the rest of the year.

2015 Cost of Living Rankings

Mercer’s 21st annual Cost of Living Survey finds African, Asian, and European cities dominating the list of most expensive locations for employees working abroad

nvestors Taking ‘Risk-off’ Stance Amid Interest Rate and Grexit Concerns

BofA Merrill Lynch Global Research

4 Lessons From Warren Buffett On Business And Philanthropy

When Warren Buffett speaks, everyone listens—even a room full of fellow billionaires.

FINRA Foundation and D2D Fund Launch Interactive Strategy Game to Fight Investment Fraud

The FINRA Investor Education Foundation in collaboration with Doorways to Dreams (D2D) Fund today launched an exciting new educational tool in the form of an interactive game

American Corporate Titans Dominate List Of The World’s Wealthiest Self-Made Billionaires

The combined wealth of the 14 Americans on the Wealth-X list is US$514.2 billion, which is greater than the GDP of Norway.

Almost a million more millionaires - Research

North America and Asia-Pacific led the way in 2014, with European growth expected to accelerate in next few years, finds World Wealth Report 2015

Three Strategic Components Often Needed To Build A Remarkable High-Net-Worth Professional Practice

High-net-worth practices are regularly extremely profitable for professionals

Financial advisors who plan to fund retirement with the sale of their firm may struggle

But the Maximizer Services report also outlines how a wealth management business can build a more saleable book of business long before cashing out

SWFs turn to infrastructure

Sovereign wealth funds are looking to infrastructure for growth, reports Sean Keating

11 Biggest Family Offices in the World

Ever wondered which the biggest family offices in the world are?

Comment, Analysis & Research