Managers of Wealth Americas

Standard Life predicts an expansion of M&A activity in 2015

There will be further expansion of mergers and acquisition (M&A) activity into 2015, according to Standard Life, the global investments manager.

Wealth Managers Capture Larger Share of Client Wealth Over a 20 Year Time Frame

According to a study released by SEI, NPG Wealth Management, and Scorpio Partnership, the world’s millionaires increase assets held at a wealth manager by 18% over a 20 year relationship.

Grasp of Complete Financial Picture Critical to Wealth Managers Retaining High-Net-Worth Clients

The world's up-and-coming wealthy, customer focus is the number one factor in their ongoing relationship with their wealth manager, and, generally, wealth managers are meeting clients' fundamental expectations.

Raise Taxes to Fix the Wealth Gap, Millionaires Say

In the heated debate over inequality, the wealthy are usually portrayed as the cause rather than the solution.

IRA Rollover Contributions Reach $321 Billion, 7.3% Increase

Individual retirement account (IRA) rollover contributions in the U.S. increased 7.3% and surpassed the $300 billion mark with $321.3 billion in assets, according to global analytics firm Cerulli Associates.

Want Your Wealth to Last for Generations?

Check Your Spending and Consider Talking to the Kids about Family Money, Merrill Lynch Study Finds

New Cerulli Research Finds 53% of Advisors Clients are between 50 and 70 Years Old

New research from global analytics firm Cerulli Associates finds that 53% of advisors' clients are between 50 and 70 years old.

The rising strategic risks of cyberattacks by Tucker Bailey, Andrea Del Miglio, and Wolf Richter

Research by McKinsey and the World Economic Forum points to a widening range of technology vulnerabilities and potentially huge losses in value tied to innovation.

Advisory Firms Need to Rethink Their Multigenerational Planning Offering to Adequately Prepare Clients for the Looming Wealth Transfer - Pershing

According to a study released from Pershing most advisors are not actively taking steps to prepare for the $30 trillion that investors will transfer to heirs over the next 30 years.

Criminal Charges Against Banks Risk Sparking Crisis

As U.S. Justice Department prosecutors angle to bring the first criminal charges against global banks since the financial crisis, they’ll have to stare down warnings of uncontainable collateral damage.

Investors Say Wealth Comes from Hard Work

Hard work, education and smart investing are the top three choices by investors

UBS Investor Watch Report Reveals Couples Say They Share Financial Decisions, but Not Investing Decisions

Money is a hot topic because men and women often have differing views

Why Only One Top Banker Went to Jail for the Financial Crisis

On the evening of Jan. 27, Kareem Serageldin walked out of his Times Square apartment with his brother and an old Yale roommate and took off on the four-hour drive to Philipsburg

Pershing's INSITE 2014 to Feature Roadmap for Navigating New Era For Advisors, Broker-Dealers and the Investment Community

Featured Speakers will Include Condoleezza Rice and Joe Torre

Comment, Analysis & Research