Managers of Wealth Americas

Four in 10 U.S. Workers Say Living Past 85 would be a Financial ‘Hardship,’ Wells Fargo Survey Finds

People with a “planning mindset” typically have more savings, less stress, and are more likely to say they’re “thriving” in life

Why The Super-Rich Regularly Stress Test Their Wealth Plans, And You Should Too

The complication was that some of his business dealings were being scrutinized and he wanted to make absolutely sure his tax planning would not cause him any problems.

Does Your Client Want to Save Money on His Life Insurance?

Remember that cost and price are very different things.

Fed Reserve governor Brainard on what we are learning about AI in financial services

Through our Fintech working group, we are working across the Federal Reserve System to take a deliberate approach to understanding the potential implications of AI for financial services, particularly as they relate to our responsibilities.

Hedge funds down 3.07 per cent in October

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.64% in November.

The Millenni-factors: Wealthy Millennials have the will to change the world

The survey also indicates that other generations of high-net-worth individuals, including Boomers and Gen Xers, are less likely to report the same feelings.

Why Family Offices Need To Prioritize Cyber-Security

Considering that almost 50% of Ultra High Net Worth family wealth is being managed through Family Offices, it is critical that adequate measures are put in place to defend these firms from the growing threat of increasingly sophisticated cyber-attacks.

'Democracy' in the banking sector

Cloud has been, in her words, "a breath of fresh air" for financial institutions trying to reinvent themselves in the wake of the global financial crisis, as they grapple with a fall in money-making transaction fees.

FAs Are Making Critical Mistakes in IRAs, Expert Warns

The Trump tax changes increased the standard deduction investors can receive from charitable giving

The Five Most Important Wealth Management Lessons From The Super-Rich

The following are often considered the five most important lessons you need to know to get the most benefit from wealth management.

“Protecting the Privacy of the World’s Wealthiest Families”

Citi Private Bank Issues New White Paper

Colony Capital founder says firm will focus on asset management

US-based Colony was this year pipped to take over Abraaj Goup's funds management unit

The Stunning Power and Legal Risks of "Wealth Management"

Such was my experience at the Financial Engineering Institute’s Fall Family Wealth Conference in Orlando a few weeks ago and, hence, the need for this write-up on the Conference.

Wells Fargo May Sell Off This Key Business Area

The retirement plan services unit offers custody, record-keeping, trust and other services to corporations, according to the news service. A Wells Fargo representative declined comment to Bloomberg.

The biggest challenge for RIAs and how to fix it

By 2020, fee-based assets are projected to represent more than 60% of the industry assets — roughly $20 trillion.

RESEARCH: Corporate Payments Firmly Planted In Both Physical And Digital Worlds

More than half (54%) of respondents believe payment reliability needs the most improvement when thinking about the future of payments.

Chubb Charity Challenge Raises More than $900,000 This Year

This year, a total of 359 teams participated in the Chubb Charity Challenge

The Future of Fund Management? It’s Vinyl

When the compact disc was introduced, it commoditized the quality of recordings — but vinyl still lived on to everyone’s surprise, and it lived on in a very boutique kind of way.

Big data needs a big re-think: consumers are more anxious, but businesses can restore trust with greater transparency

Global KPMG study of 25,000 consumers reveals that we are embracing new technology, but are concerned with the types of data held by businesses.

OppenheimerFunds and Greenwich Associates Launch New Research on the Future of Global Equities

Examines the Role of Global Equities in Institutional Portfolios and Finds Strong Long-Term Outlook

Comment, Analysis & Research