Managers of Wealth Americas

Celent Defines the State of Online Brokerage Platforms in New Report

“The wealth management industry has undergone significant operational shifts as a result of changes in financial regulations and the increased role of technology”

Millennial millionaires-to-be neglected by advisors: Study

Young and potentially wealthy investors present a solid opportunity for investment advisors to expand their client base, a new study has concluded.

How Mobile Banking Is Rising Rapidly In America?

A recent report by Carlisle & Gallagher Consulting Group revealed that the use of mobile banking is rising rapidly among smartphone, tablet, phablet and laptop owners

Technology mergers and acquisition spending in 2015 are likely to continue at the record pace

2015 appears likely to continue the deal-making momentum we experienced in 2014

The US is forecast to have a total HNWI wealth of US$28.82 trillion by 2018

The US is the country with the highest level of millionaires in the world at 5.23 million in 2013, more than Japan (2.17 million), Germany (1.38 million) and China (1.28 million) combined.

Global High-Net-Worth Clients’ Financial Activity Hits All-Time High

High-Net-Worth (HNW) clients worldwide are managing their finances at the highest levels since 2011

AIMA and CAIA launch series of hedge fund papers for pension fund trustees

They are being produced in collaboration with the AIMA Investor Steering Committee, a group of leading institutional investors globally with approximately $150 billion invested in hedge funds.

BMO: Canadian Millennials Are More Optimistic About Retirement Than Boomers

Almost half of Millennials are optimistic about affording their ideal retirement lifestyle while just one-third of Boomers feel the same way

International Investments, Emerging Markets Key to Weathering Volatility in 2015

The CNBC Digital Financial Advisor Council brings together 20 of the nation's leading wealth managers and financial experts with a vast diversity of experience and insight.

Got a spare billion? Bankers keen to help

The growing ranks of the super rich and their increased appetite for risk have caught the eye of investment bankers

Exchange Traded Fund (ETF) Assets Under Management to Exceed $5 Trillion by 2020, Says PwC

Professionally managed financial investments globally are predicted to grow at 6 percent annually to reach $100 trillion by 2020

SEI Report: ETF Business Opportunities Are Rapidly Expanding as a New Generation of Funds Emerge

Rise of Active ETFs Is Among Trends Shaping and Fueling "ETF 2.0"

Coming investment boom not just for Asian managers

Local money managers in Asia will benefit as Asian investors come to account for an ever-larger slice of the global wealth pie, but big U.S. and European players could be poised to gain even more.

Top Executives' Optimism Begins Next Chapter for U.S. Asset Management Industry

Firms have put the financial crisis behind them and are devoting resources to build the next chapter of industry growth and development.

SS&C GlobeOp Forward Redemption Indicator at 2.49% for January

The SS&C GlobeOp Forward Redemption Indicator for January 2015 measured 2.49%, down from 5.87% in December.

With '1 Percenter' Wealth Set To Surge, '99 Percenters' Should Rejoice

What’s unfortunate about the report is that rather than celebrating the rewarding of enterprise on the way to global plenty, Oxfam Executive Director Winnie Byanyima seeks “urgent action” to reduce the inequality.

Risk Management Lacking in US Family Businesses

It found that nearly 95% of participants were aware of risks to family members

The Banks Wealthy Investors Approve Of

A Spectrem study asks high net worth investors to name the banks they like based on a variety of services provided

New York falls to 15th in millionaires per capita

New York had 427,147 households with more than $1 million in investable assets

Ivy Exec Names Boston Consulting Group and Cornerstone Research Top Consulting Firms

For the first time, Ivy Exec has released its list of the 30 top large consulting firms and the 15 top boutique consulting firms.

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