Managers of Wealth Americas

Anatomy of a Billionaire

UBS says we’re entering a Second Gilded Age, reminiscent of the early 20th Century, when wealthy families like the Rockefellers and Vanderbilts ruled

Cindy Crawford, You and Portability

This strategy may not be as beautiful as you think

Funded Status of U.S. Corporate Pensions Rises to 91.6 Percent, According to BNY Mellon ISSG

Public Plans, Foundations and Endowments Miss Targets

Centre of Gravity Of Wealth Shifts East Away From US Over Past 20 Years, New Report Shows

Today, the centre of gravity of wealth is in the central Mediterranean, between the toe of Italy and coast of Tunisia.

Jon Henschen Publishes “How Super OSJs Bring Innovation to Broker-Dealers”

Independent channel broker-dealer recruiter Jon Henschen looks at how super OSJs are bringing unique value propositions to the independent broker dealer channel in an environment where broker-dealer creativity is often limited by burdensome regulation

New BNY Mellon white paper highlights transformative role of Big Data

The new paper -- Big Data and Investment Management -- highlights how custodians, depositary banks and administrators are positioned at the forefront of product development around Big Data solutions

In "Game of Robos," is Winter Coming for Smaller Firms?

Robo advisor growth continues to pick up speed and shows no signs of slowing down

5 of today's most powerful business dynasties

Power and wealth often come hand in hand, and can be passed down from generation to generation

Women Are Scarce Among Fund Managers

A Morningstar study finds that less than 10% of fund managers are women.

'The Changing Shape of Capital Markets in Emerging Economies' - RESEARCH

The balance of global economic power, the authors note, has shifted toward emerging economies, with these nations combined now accounting for 51 percent of global output on a purchasing power parity basis.

Top Retirement Spots For The Ultra Rich

The global ultra high net worth population reached an all-time record high of 211,275 in 2014 with a combined net worth of nearly $30 trillion

Research reveals US expats’ thoughts on voting while abroad

Expat Americans have revealed they don’t feel well-represented by the US government, but many do not bother to vote in elections even if they can do so

Rich Millennial Women Are More Likely To Outearn Their Husbands Than Previous Generations

The findings are based on a nationwide survey of 640 high net worth (HNW) individuals with at least $3 million in investable assets.

Two Wealth Management Firms on List of Best Places for Millennials to Work

Greenleaf also has a “Communication and Culture Workgroup”

Do Wealthy Americans Pay Their Fair Share of Taxes?

A new Associated Press-GfK poll finds that 68 percent of Americans think the wealthy don't pay enough federal taxes in America

FTSE turns south as US economy shrinks

FTSE 100 sheds modest gains after revised GDP data show the US economy shrank in the first quarter

Digital Wealth Mgmt Tools Give Asset Managers an Edge: J.D. Power

The J.D. Power survey reports Charles Schwab ranking the highest in terms of self-directed investor satisfaction

Renminbi Internationalization Draws Interest of Chicago Financial Sector & Investment Community

The event will provide fresh intelligence on the RMB as a vehicle for payments, investments and financing.

Affluent Investors Report Which News Stories are Affecting Their Economic Outlook

Concerns about the political environment and political gridlock trump such economic issues as tax increases, terrorism and the national debt, Affluent investors indicate.

Gaga for Gadgets? Affluent Consumers Can Afford to Wait

Nearly half of Affluent households indicate they typically do not buy a new gadget until they need it

Comment, Analysis & Research