Managers of Wealth Americas

Americans Plan to Spend Average of $1,128 During the Holiday Season-BMO Harris Bank

Over sixty percent say they make impulse purchases

Investors: Does your advisor have a succession plan?

To that point, this should be a red flag for all investors who either have a financial advisor or are looking to hire one in the future.

State Street Ups Ante In European ETF Price Wars With Another Round Of Price Cuts

Earlier this week, State Street (NYSE:STT) announced plans to slash the expense ratios for two of its popular European exchange-traded funds (ETFs) by roughly 20%.

Bank of America Merrill Lynch Named Institutional Investor Magazine’s “Top Global Research Firm of 2014”

BofA Merrill Lynch Global Research won 260 total team positions – more than any other firm and three more than last year – in the 12 Institutional Investor research team surveys published this year.

Banks’ technology adoption not fast enough for some regulators

While technology is changing every aspect of banking operations, 77 percent of participants in a recent survey say the greatest impact will be on customer satisfaction and regulatory compliance.

Outlook for 2015 better than last year, but emerging markets are a worry for Fitch

Do you want the good news or the bad news?

JPMorgan And Goldman Sach's Investment Banking Divisions Are Poised For Success

This increase was driven largely by growth in the advisory and equity underwriting, which posted growth of 28% and 24% respectively, and was offset by declines in the debt underwriting segment of the division, which fell 16%.

Wall Street's 10 Biggest Winners Of 2014

With U.S. stocks and bonds rising ever higher, 2014 was a pretty good year on Wall Street. But for many big financial players it was not as great a year as you might expect.

Cerulli Projects RIA and Dually Registered Assets Will Reach 28% Marketshare By 2018

New research from global analytics firm Cerulli Associates predicts registered investment advisor (RIA) and dually registered advisor assets will reach 28% marketshare by year-end 2018.

Wealth Matters: On ‘alternative investments,’ be aware of risks

“If it sounds too good to be true, it probably is.”

Depositary Receipt Capital Raising More Than Triples in 2014 to Highest Level since Financial Crisis

China leads the way with 82% of DR capital raised; DRs expected to rise 25% in trading value and 6% in trading volume by year end 2014

Nearly One Third of American Entrepreneurs Struggle to Balance Both Business and Personal Needs

The BMO Wealth Institute today issued a report, The Life of an Entrepreneur, which examines the various business-related and personal challenges faced by American entrepreneurs.

Barry Diamond Headlines Ivy Family Office Art Basel Forum

The Ivy Family Office Network hosted its December 2014 Family Office and Ultra High Net Worth Outlook Forum in Miami, FL on December 1st. Barry Diamond, Chief Investment Officer of The Harrison Group, Inc., led a panel discussion on "Portfolio Alloca

Keefe, Bruyette & Woods Issues 2015 U.S. Banking Sector

Analysts Paying Close Attention to Interest Rates, Regulatory Risks, and Improving Lending Conditions

Wealth gap widens between whites and minorities

The economic recovery has not been equal among the races, according to a Pew Research Center study released Friday.

Property/casualty insurers may face challenging market in 2015

The Financial U.S. property/casualty insurers must proactively address competitive pressures, increased risk and regulatory burdens to continue growth in a market that shows signs of both opportunity and challenge

Banks are Slow to Embrace New Technologies, Says SAP Report

A recent report conducted by Systems, Applications and Products (SAP), shows that most banks are moving at a very slow pace in adopting new technologies for financial transactions.

10 Best Schools If You Want To Work At Top Hedge Fund

The most highly represented schools on SumZero are similar in order to those you might find on a U.S. News ranking

Number of hedge fund launches falls to 240 in Q3- HFR

Assets managed by the industry reached a record $2.82 trillion at the end of third quarter, HFR said.

BMO Giving Survey: Many Affluent Americans Will Donate and Spend More During 2014 Holiday Season Than in Past Years

Many affluent Americans plan to boost their holiday donations and spending this year

Comment, Analysis & Research