Managers of Wealth Americas

The Retail Shift Reshaping Private Markets: 84% of Firms Move in, but Scale Brings New Strain, State Street Survey Shows

Nearly eight in ten respondents cite liquidity management as a key challenge

AI Is Changing The Family Office, But How?

This balance will ultimately define the role and success of family offices.

2026 Bank of America Private Bank Study of Wealthy Americans

Longevity and accelerating family business transfers are reshaping how affluent families build, manage and pass on wealth.

Inside the $6 Trillion Pivot: Where Family Offices Expect the Next Decade of Wealth Creation

Instead, the world’s richest families increasingly see five major hubs shaping long‑term growth and capital flows—the United States, China, India, the Gulf, and Southeast Asia.

Americans Are Looking at a 40% Social Security Tax Hike Unless This Happens

With Social Security facing a major reduction in benefits in less than a decade, drastic action may be necessary before finding a fix becomes even harder.

Trust-related health checks for Americans with UK connections

The position under the trust's governing law is a key piece of the puzzle, so it will be important for the UK and US advisers to work together to reach a pragmatic solution.

How Family Offices Can Bring Institutional Discipline to Private Markets

At the same time, delayed distributions and persistent volatility are placing new pressure on cash flow assumptions, forcing firms to rethink how they structure and manage illiquid portfolios.

Five Tips for Going from Solo Advisor to Teaming

What separates teams that grow from those that stall.

AllianceBernstein, Brookfield, Carlyle Team Up on Private Markets Push for DC Plans

The three firms are collaborating on ABC [ONE], a portfolio which dynamically adjusts allocations to private credit, real estate and equity based on a participant's retirement stage.

Banking intelligence insights: Five strategic takeaways for banking leaders

Banks are also seeking to leverage AI at scale to make decisions faster, using a more complete view of the customer, their balance sheet, and the market—while supporting decisions that are transparent, traceable, and defensible.

Wealthy women want alternatives, but why haven’t their advisors discussed it?

Brookfield finds HNW female investors are ready for alts but waiting to be led.

Schroders Study Reveals How Retirees Are Responding to the Affordability Crisis

Half of Retirees Report Their Expenses Are Higher Than Expected Nearly One-In-Five Struggling Financially

Inflation is back and could be here to stay, warns State Street’s Matthew Bartolini

Research head shares with InvestmentNews why inflation-linked bond ETFs are in demand.

This is the most underrated retirement savings move, says RBC Wealth Management’s head of retirement solutions

Tracy Hanson answers our questions about how to best plan for retirement — and what her own personal retirement strategy is

Happy graduation! Advisors offer tips for clients staring at both retirement and student loans

Too bad a significant number won’t also be saying farewell to their student loans.

AI platforms are giving ultra-wealthy families flawed financial answers, study finds

AI wealth advice under fire as audit finds major errors in estate and insurance guidance

Elon Musk May Have His Eye on a $300 Million Miami Beach Megamansion

The under-construction compound on North Bay Road was recently on the market for for $169 million.

Less than $3M means membership of top 1% club in one state, but others need an eight-figure fortune

A new analysis shows how elite wealth cohorts vary widely across the 50 states.

Justin Nelson of JP Morgan Reveals Why Family Offices Are No Longer Just for Billionaire

That flexibility is reshaping who family offices serve.

The US consumer still has some gas left in the tank

US consumers have been hit by a succession of price shocks post-pandemic: an inflationary spike that peaked in mid-2022, then tariff-related goods price rises.

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