Managers of Wealth Americas

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.

How to Handle the Expected Tsunami of New 401(k) Plans

How lessons from rideshare apps can help the DC industry better serve inexperienced advisors and brokers.

A new chapter begins today

Donald Trump will become the second person to hold office in two non-consecutive terms (Stephen G. Cleveland was the other one, in 1837).

JPMAM’s Stealey: Navigating market expectations in a new political era

Wage pressures, once a significant concern, are subsiding, and the labour market has rebounded, alleviating the need for further Federal Reserve rate cuts.

TD playing catch-up on accountability gives little comfort to stakeholders

However, the question of why his past CEO performance bonuses were not repaid lingers

Family office founders and next generation in the Americas have different priorities

The biggest area of difference identified by 68% of those questioned is investing in digital assets while 52% point to differences over ESG and impact investing.

US banks in 2024: set to result in a promising 2025?

Bank in the US are looking forward to the next twelve months.

89% of executives plan to expand cyber insurance for technological vulnerabilities: Chubb

The findings come from a Harris Poll survey of 500 business leaders involved in risk decision-making, commissioned by Chubb.

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