Managers of Wealth Americas

Bearish Sentiment Ticks up as Investors Grow More Cautious, Morgan Stanley Wealth Management Pulse Survey Finds

Amid persistent inflation concerns, midterm election uncertainty and rate-hike expectations, investors feel their portfolios are well-positioned

Institutional Investors and Wealth Advisors Remain Bullish on Private Markets, With a Sharpened Focus on Liquidity: New Report From BBH Investor Services

The survey captures the views of 500 institutional investors and wealth advisors in the United States, the United Kingdom, Germany, Switzerland, and Japan.

Dealers failing advisors on high-net-worth support, IG Wealth study finds

Most Canadian advisors want to grow their affluent client base - but a majority say their dealer firms aren't equipped to help them get there

Only 46% of employees trust their leaders. A BCG partner says the fix is simpler than CEOs think

Every single day, each person chooses how much of their energy, creativity, and discretionary effort to bring to work.

Why your wealth plan should include your health

How long you stay healthy and how you fund the life you want are connected. A joined-up approach to health and wealth can help make your third quarter your most rewarding chapter yet.

AI poses moderate disruption risk to wealth managers and retail banks, Fitch says

Retail banks and private wealth firms scored 40 in Fitch's AI stress test, signaling possible one-notch downgrade risk under an adverse scenario.

BlackRock Research Finds Generational Divide Among Family Offices amid $124 Trillion Wealth Transfer

Governance now ranks ahead of investment returns as a top challenge, while family offices grapple with succession, globalization and the growing role of AI.

Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'

Cerulli Associates finds true fee-only RIAs are growing more slowly than hybrid firms with brokerage ties or insurance licenses among the largest wealth managers.

BlackRock Research Finds Generational Divide Among Family Offices amid $124 Trillion Wealth Transfer

BlackRock survey of more than 200 single-family offices, conducted with Preqin, finds more than half adjusting portfolios as market risks shift.

Advisor Discretion Creates New Opportunities for Asset Managers

Asset managers can strengthen distribution relationships by providing portfolio guidance, implementation support, and advisor education

US Household Income Hit a Record in 2025—But Not Every Group Got a Raise

More people held full-time, year-round jobs, Mike King, chief of the bureau's Income Statistics Branch, said in a press conference.

Pre-sale financial planning is where advisors prove their value

Advisors who engage business owners years before a liquidity event can shift tax and estate outcomes by millions of dollars

The Art Basel and UBS Survey of Global Collecting 2026 reveals Gen Z as the highest-spending generation

This year's survey explores how high-net-worth collectors begin building their collections, highlighting the influence of family, rise in younger generations' purchasing activity, evolving attitudes toward privacy, and the growing use of digital

The new K-shaped economy splits the rich from the ultra-rich: The top 0.1% averages more than $200 million—and is pulling away from the rest of the 1%

The top 0.1%'s wealth has more than doubled since the end of 2019, from $13.4 trillion to nearly $28 trillion in the second quarter of 2026.

Advisors Struggle to Convert Retirement Plan Relationships into Wealth Management Clients, Cerulli and Morningstar Find

While this has been of greater interest for wealth managers that are seeking new avenues of organic growth, advisor adoption still lags in scalability and efficiency.

Politics, polls and portfolios: Making sense of US election season

As US voters prepare for the midterm elections, Chief Investment Officer Fahad Kamal explores a familiar challenge for investors: distinguishing between short-term political weather and the longer-term economic climate.

Morningstar: Geopolitical Tensions, Inflation Top List of Advisors’ Market Concerns

This year’s survey of advisor sentiment showed less optimism about market conditions and a modest increase in the adoption of alternative investments.

US midterms point to volatility, then investment opportunities

Fiscal policy would remain on its existing course, shifting over the coming quarters from a significant support for growth towards a modest headwind.

2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration

Family offices raise expectations in a pivotal year dominated by trends of generational wealth transfer, new wealth creation and technology transformation

Latin American Wealth Crosses Borders and Obtains a Global Passport

Nearly half of the family offices surveyed by the bank increased their exposure to equities during 2026.

Comment, Analysis & Research