Managers of Wealth Americas

With record profits on Wall Street, small bonuses will annoy bankers: experts

Markets can go up, earnings can go up, but that doesn’t mean pay has to go up,” said Alan Johnson, who advises financial firms on pay.

Franklin Resources to buy Philadelphia-area wealth management firm

Terms of the deal weren't disclosed.

Davos 2020 and climate change: How investment risks have shifted over a decade

As recently as ten years ago the environment didn’t register in the top risks for discussion at the World Economic Forum. Now it dominates. This has important implications for investors.

Goldman Sachs Insider Previews CEO David Solomon's New Plan for World Dominatio

But its new CEO is rolling out a new arsenal—digital banking, cash management, “alternative asset management”—to change that.

Global Talent in the Age of Artificial Intelligence

Countries are competing globally to grow better talent; attract the talent they need; and retain those workers who contribute to competitiveness, innovation, and growth.

2020 Global Talent Competitiveness Index Released

Digital skills gap intensifies widening divide between high-income nations & rest of worldThe Adecco Group commits to upskill / reskill five million people by 2030

B. Riley Financial Releases Guidance for Fourth Quarter

Announces Block Purchase of 880,000 Shares of Common Stock

ROTH Capital Partners Releases its 2020 Millennial Survey

Eighth annual proprietary survey examines current trends, spending patterns and favorite brands across six consumer categories

2020 Family Office Outlook

Based upon industry data, client observation and leading wealth, tax, estate, and family office conferences, here are the leading family office trends as we begin 2020.

Too big too soon: How LeClairRyan went under

The firm initially focused on venture capital clients and got by on credit card advances, according to Forbes.

Three Top Trends In Wealth Management For 2020

The most visible trends are the rise of intergenerational wealth, and the growing number of high-net worth women.

CEO Pessimism Over Global Growth Reaches Record High - PwC

When asked about their own revenue growth prospects, the change in CEO sentiment has proven to be an excellent predictor of global economic growth.

Don’t expect the earth from fund managers on climate change

Decarbonisation is the responsibility of government, not altruistic businessmen

Gartner Identifies Key Personas and Skills Finance Leaders Need in Their Departments in 2020

Based on a survey of more than 1,000 finance employees, Gartner has put these competencies into five categories to help CFOs and finance leaders apply this information to their own departments.

The Tokenisation of Assets and Potential Implications for Financial Markets

Asset tokenisation has become one of the most prominent use-cases of distributed ledger technologies in financial markets

Bank of America adds advisors to cater to the ultra-wealthy

The wealth division, which caters to individuals with at least $3 million to invest, added 64% more households in 2019, helping the unit end the year with a record of $288 billion in assets under management.

Wells Fargo Donates $250,000 to Australia Wildfire Relief Efforts

Wells Fargo is committed to supporting relief efforts for those who are being displaced or who have lost homes, as well as for those who are vigilantly trying to save people, homes, animals and property.

Agility and Scalability: 5 Trends Driving Wealth Management Tech Choices By Boris Bykhovsky

Boris Bykhovsky is a Senior Director of our Solutions Consulting group specializing in SS&C Advent’s global asset and wealth management solutions.

Julius Baer launches inaugural Global Wealth and Lifestyle Report 2020

The inaugural edition of Julius Baer’s Global Wealth and Lifestyle Report showcases the trends in high-end consumption around the world, which are of relevance to our clients.

SS&C GlobeOp Hedge Fund Performance Index up 1.65 per cent in December

“In effect, the relatively low level of net outflows seen for January 2020 indicates the year is off to a good start in terms of hedge fund asset retention.”

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