Managers of Wealth Americas

Dynasty Financial Partners Continues to Advocate for Stronger Female Presence in Wealth Management with 2nd Annual Trailblazers Series

Dynasty Foundation Offers Financial Incentive to Help Women Build Financial Advisory Careers

The case for office conversion

Repurposing outdated offices into much-needed residential units is part of the solution.

Aquiline to Acquire SEI’s Family Office Services Business

SEI’s Archway Platform is designed to streamline family office operations and deliver advanced financial reporting for ultra-high-net-worth families.

Morgan Stanley’s 'key driver' is wealth management, analyst notes

The wirehouse's "strong investment in technology and AI has improved financial advisor productivity," KBW's David Konrad said.

Henley & Partners Welcomes "Trump Gold Card" to Attract Wealthy Migrants to the US

Any new investor visa would require new legislation which would have to pass through Congress

Barclays Launches Barclays Live: A Next-Generation Client Research Portal

Barclays Live empowers clients to seamlessly access critical market insights, anticipate industry trends and make data-led decisions.

Why Warren Buffett Is Sitting on $321 Billion in Cash

Meanwhile, Buffett’s expansion into Japanese trading firms continues, with Berkshire’s holdings in these companies rising beyond previous limits.

Putting cash to work should remain a strategic priority for investors

The Federal Reserve has signaled a more gradual pace of policy easing for 2025.

Dealmakers adapt to a shifting landscape

Monthly deal value in 2024 returned to the average monthly value of the prior five years, and total deal value for 2024 was 30 percent higher than that seen in 2023.

Rethink multipolarity – an investor’s roadmap

The implications for the global economy and financial markets may be significant.

The average banking MD generates $4.5m in revenues. Beware falling below that

Even in bad years, Amrit Shahani, managing director of BCG Research, says the average banker across all levels generates $1.6m in revenues. In down years, Shahani says MDs alone generate $3m.

Inflation data to test market as tariff talk swirls

The January report is expected to show an 0.3% increase in CPI on a monthly basis, according to a Reuters poll.

Unforeseen consequences: How far reaching will US tariffs be?

Experts at SJP explore the potential long-term ramifications of the latest in protectionist measures.

US stocks offer upside despite tariffs, DeepSeek challenges

We see around 10% upside to US equities in the coming 12 months, driven by earnings-per-share growth.

Massachusetts groups named in Forbes 2025 Best in State Wealth Management

Forbes selects teams for its annual list based on industry research, client retention, and qualitative criteria.

The Best Bank To Grow Your Wealth in Every State

Additional factors considered included total assets, Bauer ratings, product rates, fees and mobile app ratings.

Loss provisions at US banks come in below estimates as credit stays healthy

Of the 64 banks that released results as of Jan. 24

2025 Asset Management Industry Outlook

Navigating the Industry’s Economic and Operational Opportunities

Trump’s policy priorities don’t yet shift outlook

Donald Trump’s second presidency began with a series of executive orders.

US banks rinsed technology staff in the recent bonus round. Because they could

At Morgan Stanley, disappointment also seems to have been pervasive in the technology team.

Comment, Analysis & Research