Managers of Wealth Americas

Canada’s banks face headwinds in U.S.

Even as the U.S. economy kicks into a higher gear, the mortgage business remains slow

2014 Internet Trends

Data behind the rapid growth in sensors, uploadable / findable / shareable data, data mining tools and pattern recognition

Passive Momentum Continues

Core asset classes most threatened by rise in indexed strategies

Three Key Trends In The High-Net-Worth Market

There are a number of trends among the affluent that can have decisive implications for those professionals seeking to work with them.

Large Bank LIBOR Liabilities; A Look At Fines Paid To Date

A recap of developments in the LIBOR rate-fixing scandal to date

Going Broke in Retirement Is Top Fear for Americans

Many mass affluent investors are taking more of a ‘live for today’ financial approach

A List of Top Schools Feeding the Asset Management Industry

EVestment compiled several lists based on various criteria of which major U.S. universities and colleges currently have the most graduates working in asset management.

Investor Trends Report - Foundations and Endowments

Get a unique glimpse into what these decisions mean for alternative allocations and hedge funds in particular

Global M&A and dividend frenzy fed by easy money

On top of this central bank liquidity there are the funds ‘accumulated by European companies as a precaution after the liquidity crunches they experienced in 2008 and 2011

Money managers put financial crisis behind them

U.S. institutional tax-exempt assets under management by the largest 500 managers reached $13.22 trillion at year-end 2013.

How Women In Banking Can Rise to the Top

Just 11% of chief financial officers are women, while only 23% of all senior officer positions are held by women.

Who Wants to Trade With High-Frequency Traders?

No sane individual wants to take on a professional wrestler like The Rock.

The SS&C GlobeOp Forward Redemption Indicator for May 2014 measured 4.32%, up from 3.23% in April

“Forward redemptions increased for the month of May, with the bulk of activity representing typical semi-annual requests,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.

Financial Advisors Overlook Or Misread Fundamental Client Behavior, According To EY

Often wealth management firms listen only to financial advisors when they seek to understand client preferences and the important trends, issues and challenges facing their industry.

40% of Mid-Market Businesses Engage with BPO, Outbounders.com Reports

According to a Grant Thornton mid-market business survey, 40% of mid-market businesses either already outsourced non-core operations or are planning to. This is no coincidence; outsourcing is becoming a key factor for business growth.

2014 Wealth Management Survey -

Our third annual Wealth Management Survey presents the views of both financial advisors and wealth management clients in the Americas, across a wide range of age and wealth segments.

High Net Worth: Peace of Mind and Advisor Usage

“Don’t worry, be happy”

Young Millionaires Credit Smart Investing for Wealth

Young millionaires are more likely than older millionaires to credit running their own business

Global hedge fund assets hit record high in April

A total of $17.9 billion of new money was invested

Organizational Changes Driven by Supporting Distribution and Expansion of Digital Marketing

"Distribution relies on marketing for effective materials, sales ideas, and educational concepts in an easy, usable format," states Pamela DeBolt, associate director at Cerulli. "Firms attribute the need for improved efficiencies to driving

Comment, Analysis & Research