Managers of Wealth Americas

CFOs dissatisfied with their organization’s approach to budgeting

Finance executives must innovate and shift to forward-looking planning and forecasting, according to report from Grant Thornton and APQC

Aging Investors Unprepared to Transfer Wealth to Younger Generation, Advisors Need to Drive Process

Investment firms are not asking the right questions of their clients and may be at risk of losing assets if they fail to establish relationships now with the next generation

Retirement Preparedness? We're Good, Say Non-Millionaires

Two-thirds of non-Millionaires feel confident about their retirement savings, compared with 84 percent of Millionaires and 92 percent of Ultra High Net Worth households.

Investment banking: Which firms bagged the most fees in Q1 ?

Fees in Japan decreased 28% compared to a year ago, while fees in Middle East/Africa increased 18% compared to 2014 levels.

Women Now Control the Majority of American Wealth, New Bank Report Says

Despite controlling most of the wealth in the U.S., women still have a ways to go in terms of equality

Global wealth flocks to Vancouver real estate

From Albertan black gold to globetrotting wealth to lucky heirs, big money is fuelling huge price increases

Can these young financiers change the world?

There's also Genevieve Sangudi, a Tanzanian who grew up in Boston and is now head of West Africa for the Carlyle Group.

Firms Missing the Mark on Millennials’ Digital Expectations

If your firm wants millennial investors, it's going to have to spend more on technology.

How Rich Millennials Will Reshape Wealth Management

Every generation of affluent consumers makes their mark in reshaping the wealth management industry

Miami (and N.Y.) are top U.S. choices for international buyers of super-luxury real estate

When the world’s wealthiest 1 percent look for third, fourth or fifth homes, Miami and New York are the only U.S. cities with both the cosmopolitan lifestyle and the real estate to satisfy them.

Evaluating eRIAs' First Mover Advantage

New research from global analytics firm Cerulli Associates evaluates eRIAs' first mover advantage.

Kobe Edges LeBron To Take Title Of NBA’s Richest Player

With the National Basketball Association (NBA) playoffs set to begin, Wealth-X today released a list of the league’s top 10 wealthiest active players.

For 7% Of Americans, Smartphone Is The Only Option To Access Internet

The Pew Research study shows 7% of Americans have limited access to the internet

Wealth Management Madness 2015 Finals: The Case for Rob Arnott

I’m pushing a rubber chicken around my plate as silverware clinks and ice water clanks all around me

Young & Rich: Ready to Skip Advisors for Mobile Apps?

The fact that mobile apps have gained acceptance among the young and wealthy should be no surprise to anyone

Societe Generale Private Banking And Forbes Insights Analyze Conditions For Global Wealth Creation

Based on the views of over 200 wealthy entrepreneurs around the world, the study asks whether they believe conditions are right for economic growth and for building and investing in their businesses and creating jobs.

Pay for Top Charles Schwab Corp Execs Fell 5-10 Percent in 2014

Base salaries for Bettinger and all but one executive remained constant and cash bonuses increased

Financial Industry Grows by 10,000 Jobs in February

Leading Financial Career Site, FinancialJobsWeb.com Shares Employment Trends from the Financial Jobs Industry.

Do RMs lack pulling power?

The results show that only 19% of HNW clients would pursue their relationship manager if they moved to a different wealth management firm.

BMO Private Bank Provides a Portrait of Affluent Floridians' Retirement

Affluent Florida residents expect to retire at an average age of 59

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