Managers of Wealth Americas

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.

Private Market Secondaries: A Core Allocation for Modern Private Market Portfolios

Private market secondaries are transactions in which existing investors buy or sell stakes in private market funds

Insurance CROs are faced with an evolving risk landscape defined by speed, volatility and interconnection – EY/IIF Survey

At the same time, the risk landscape is becoming more complex, with cyber exposures increasingly linked to third-party dependencies, expanding data privacy requirements and more sophisticated attack vectors.

What does Fed policy mean for investors?

Despite inflation risk that reduces the likelihood for near-term easing, we believe the Federal Reserve's medium-term policy trajectory still points toward lower rates. As markets continue to overprice the risk that the Fed will not cut interest rate

Goldman Sachs' highest paid traders made a mistake. Hedge funds are back and need top PMs more than ever

Their mistake was forgivable, but maybe not if you're being paid for immaculate foresight.

Don't buy it! Build it! How top firms create advisor training programs to develop talent

Wealth managers explain how building the better advisor training program ultimately makes them more competitive.

Prospera Financial Services Showcases Family Office Capabilities at Forum

Two-day event focuses on advanced strategies for UHNW clients

What does Fed policy mean for investors?

Investors with excess cash looking to "phase in" to markets can consider utilizing periods of volatility.

Latin America and the Caribbean growth slows in 2026, World Bank says

“The central ambition should be clear: create quality jobs that power growth and lift productivity.”

Opinion: Private wealth firms are struggling

Sales, marketing, capital deployment and more — 7 mistakes they keep making

New York state force stores to accept cash

They also cannot charge consumers a higher price if they pay in cash.

Leadership Lessons From Two Sides of the Wealth Management Industry

The lessons are universal.

Comment, Analysis & Research