Top issues I’m following in 2018: US Tax Reform, Cryptocurrency, Brexit, and Money Market Reform … again

Thumbnail image for Top issues I’m following in 2018: US Tax Reform, Cryptocurrency, Brexit, and Money Market Reform … again February 9, 2018

Peter Finnerty, PwC US Mutual Funds Leader – There are a number of issues facing the Asset and Wealth Management industry in the early going of 2018 – US Tax Reform, Cryptocurrency and Brexit to name a few. One though that could easily be overlooked — but shouldn’t — is the discussion around money market reform. If […]

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The Broker Protocol – What Lies Ahead?

Thumbnail image for The Broker Protocol – What Lies Ahead? January 22, 2018

By Arjun Saxena and Jay Remis First one major firm, then a second one and then a third: three months and three major retail brokerage players have all exited the Broker Protocol. Two are major wirehouses — with $4 TRILLION of AuM between them – plus a major bank. Ostensibly, the idea is to reduce […]

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The impact of tax reform on asset and wealth managers

Thumbnail image for The impact of tax reform on asset and wealth managers January 8, 2018

Brian Rebhun, US Asset and Wealth Management Tax Leader – Congress on December 20 gave final approval to the House and Senate conference committee agreement on tax reform legislation, the Tax Cuts and Jobs Act (TCJA), clearing the bill for presidential action.  It is unclear at this point whether President Trump will sign the legislation into […]

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The changing winds of real estate

Thumbnail image for The changing winds of real estate December 12, 2017

By Byron Carlock, US Real Estate Leader – Why real estate? I grew up in a small town in rural Arkansas and watched it undergo a fundamental transformation. For more than a century Blytheville’s economy relied heavily on independent family farms. But agricultural deregulation, farm consolidation, and the exodus from rural towns to urban cities […]

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Assets & Wealth 2017: Outpacing, advancing, and surpassing industry change

Thumbnail image for Assets & Wealth 2017:  Outpacing, advancing, and surpassing industry change December 6, 2017

Peter Finnerty, PwC US Mutual Funds Leader – What will mutual fund/ETF assets be in 2025? By how much will front-, middle- and back-office costs change between now and 2025? What is the decline in active and passive expense ratios going to be per year through 2025? Which areas do firms plan on outsourcing? And, […]

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Investing with Hearts and Minds (in that order): Wealth Management, ESG and the Advisor

Thumbnail image for Investing with Hearts and Minds (in that order): Wealth Management, ESG and the Advisor September 25, 2017

Thomas J. Holly, US Asset & Wealth Management Leader – A Nobel Laureate once said, “The times, they are a-changin …,” and these words have never rung truer for wealth managers. As firms continue to refine their operating models and prepare for the upcoming $30T intergenerational wealth transfer, they also need to consider how these […]

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What will financial advisors look like in the future? Maybe it’s the DMSV Model

http://usblogs.pwc.com/assetmanagement/wp-content/uploads/2016/11/computer_300x213.jpg July 19, 2017

By Thomas J. Holly, US Asset & Wealth Management Leader – It opens with a sincere handshake, followed by a face-to-face conversation that’s punctuated by an easy, open dialogue, ending with a sense of mutual satisfaction and purpose. The client leaves, seemingly looking upwards towards the future with a renewed sense of purpose and relief, […]

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WannaCry is a cyber wakeup call for wealth management firms

http://usblogs.pwc.com/assetmanagement/wp-content/uploads/2014/10/cyber-security-smaller-2.jpg June 20, 2017

By Thomas J. Holly, US Asset & Wealth Management Leader – Wake-up calls are generally never pleasant. From the mundane (travelling) to significant events (fill in the blank), they’re oftentimes necessary and lead to a much stronger outcome.  Getting there, though, is a journey.  It’s never easy—it’s tough, it’s constantly evolving and it’s expensive—but the […]

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The $30T question that financial literacy can solve

Thumbnail image for The $30T question that financial literacy can solve April 27, 2017

By Thomas J. Holly, US Asset & Wealth Management Leader – If you were one of the beneficiaries of a $30T windfall, would you know what to do with it? How much would you spend, save, give away or keep? And how would you prepare to plan, preserve and protect those assets? Millennials are facing this […]

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Optimism amidst uncertainty

Thumbnail image for Optimism amidst uncertainty April 17, 2017

By Byron Carlock, PwC US Real Estate Leader – As we recently closed the first quarter of 2017 we are reminded how we started the year. A beginning that consisted of our team at PwC, together with top United States policymakers and industry leaders, descending upon Washington, D.C. for the 2017 Real Estate Roundtable State of […]

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