Managers of Wealth Americas

New hedge fund launches fall to lowest level since 2008

The YTD launch total puts the industry on pace to fall below 500 new launches for 2019,

Wealth Management In The The C-Suite: Don’t Let Confidence Breed Complacency

For instance, 92% review their fundamental wealth management goals, such as saving for retirement or giving to charity, at least annually, and 96% do the same regarding overall portfolio tax efficiency.

Ageing Society

The IESE Library has compiled some information sources to help you understand our ageing society and what sort of repercussions it could have in the coming years.

Regulatory burdens and industry shifts: The year 2020 in wealth management

With new regulation nudging it toward records, the RIA movement has put advisors at the center of every trend.

Millennial investors in California are fleeing to these 3 tax havens: survey

These millennials are headingfor Texas, Washington state and Colorado.

How the Battle Against Billionaires Could Reshape American Giving

Philanthropy is scoffed at for allegedly reflecting some great volume of giving on the part of rich donors that is simply not borne out by the data.

Here’s How The World Reacted To President Trump’s Impeachment

Globally, the largely predictable vote captured the world’s attention to varying degrees, ranging from full-blown analyses across Europe, to criticisms of U.S. democracy in China.

SEI Study: Astute Investors May Continue to Shape Advisory Firms in 2020

Advisors Share Market and Business Outlooks, Focus on Client Experience in the New Year

The 20 top female portfolio managers in the US

It is news to no one that asset management has a diversity problem. It is a topic that has drawn an increasing volume of column inches recently.

Powering Fund Distribution Performance

Asset managers love growth, but their own firms might struggle to achieve it if they don’t optimize the process of increasing AUM.

Private Equity Fundraising Will Slow Down Next Year

The record-setting sums raised by Blackstone and other large private equity firms this year are unlikely to be matched in 2020, according to PitchBook.

Top Three 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.

May River Capital’s $300 Million Fund Formation

The Winston team was led by Partners Rick Ginsberg and Zachariah Robert.

Americans Working with Financial Advisors Have Greater Fixed Income Understanding and Exposure

Working with Financial Advisors also appears to increase appetite for risk among Americans surveyed, with 42% of those who've worked with FAs expressing "some or strong" appetite for risk compared with just over one-quarter (27%) for those

Bank of America Stock Could Move Higher But Be Careful!

Robust banks could hear the music stop in 2020

This Was A Big Year For Fintech, Real Estate, Insurance, And Automation

This seems to be the year that every startup decided to become a bank.

Goldman Sachs Is The First Major U.S. Bank To Reject Financing Arctic Oil Drilling

“Goldman has established the first no-go zone for a major U.S. bank in the oil and gas sector," one environmental nonprofit said.

7 things that will affect next stage of banking's evolution

Though many banks have struck deals with fintechs, those partnerships appear increasingly under threat, with some firms suggesting they no longer need or want to deal with what they see as slow traditional players despite their entrenched advantages.

AI, IoT and Blockchain: Using the power of three to create business, legal and technical solutions

This includes the technology stack in addition to code and deployment techniques and examples including an entire application from code start to deployment finish.

Citi Private Bank Law Firm Group and Hildebrandt Consulting Issue 2020 Citi Hildebrandt Client Advisory

U.S. Law Firm Industry expected to see revenue growth of five to six percent in 2020

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