Managers of Wealth Americas

80% of banks to replace core systems “within five years”

Four out of five banks believe they will have to replace their core banking system in the next three to five years

Investors Migrating out of U.S. Equities Amid Expectations of Fed Rate Hike - RESEARCH

The move out of U.S. equities is also set to continue.

Life Insurers Shift Strategies to Target Growing Affluent & HNW Markets

The study reviews the insurer responses to this growing segment, along with the longer term implications.

Report highlights wealth management opportunities but also shows small firms need to get organized to grow

The research, based on a survey of more than 900 advisors across the United States and Canada, further revealed that 62% of firms saw double-digit AUM growth in 2013, with a similar proportion estimating the same level of increase in 2014.

Why Currency Hedged ETFs Are Just Getting Started

Since suitability came on to the regulator’s radar in 2011, many predicted it would spell the death of the traditional stockbroking model.

Forbes Billionaire List Proves Wealth Comes From Satisfying Customers

It is fashionable in many circles these days to criticize the wealthy.

Krawcheck: Savings Crisis a Gender Crisis

The World Health Organization predicts that a girl who was born in 2012 can expect to live to be around 73 years old

Hedge fund managers eagerly adapt to changing markets investors and products- RESEARCH

The hedge fund industry is transforming, with managers increasingly focused on customised products and solutions, new investors, and emerging markets.

Wirehouses Dominate Traditional Advisory Distribution, Control 42% of Market

"Wirehouse advisors make up just 16% of overall headcount, but control more than 42% of all traditionally advised assets," states Kenton Shirk, associate director at Cerulli.

Ultra High Net Worth Investment Trends

The highest percentage of Ultra High Net Worth investors (44 percent) said they had no interest in investing outside of the United States.

The Biggest Scam of Them All?

Given the available data, it is both shocking and irresponsible that trillions of dollars of retirement plan assets are entrusted to those who use this process to make fund-selection decisions.

Record High: Ten Million Millionaires in America

The number of wealthy American households are at their highest point ever

More And More Americans Look To Protect Their Wealth Offshore

America, the land of the free, as it was rightfully referred to in the past, and certainly a beautiful place in so many ways, is in the process of destroying the very foundation it was built on.

Robo Doubt: IMCA Members Skeptical On Rise Of Financial Technology

They also don’t agree that technology is the way to reach future investors.

Why a $100B Fund Is Too Big to Fail

Global regulators have taken a major step forward in designating the world’s biggest asset managers and investment funds as “systemically important financial institutions”.

Where the Wealthy Invest Their Funds

Alternatives are making headway in the portfolios of wealthy investors

U.S. Vacation Homes Expected to Remain Attractive for Canadian Buyers: BMO

Overall, U.S. house prices have increased 19 per cent in the past two year

Hedge Funds Compensation Hits $347,000 A Year As EBIT Hits 24%

The average annual compensation for hedge fund workers is more than $300,000 and expected to keep rising as funds fight for the most talented managers

Financial Services Industry Falls Short in Serving Women Investors - Pershing

Advisors must understand that women invest with a purpose in mind in order to effectively serve them

Are Today's Emerging Affluent Investors Millionaires in the Making? - Fidelity

The 7th Fidelity® Millionaire Outlook Finds the Emerging Affluent Have the Potential to Exceed the Wealth of Today’s Millionaires, Based on 6 Wealth-Building Factors

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