Managers of Wealth Americas

Ensemble Practice: Independent Advisors Are in a State of ‘Prosperous Stagnation’

Advisory firms were very profitable but slow-growing in 2024. But as the old proverb goes, “the seeds of destruction are sown in good times."

Negative interest rates would be a blunt sword

Economists assess the consequences differently.

Tesla awards Elon Musk $29 billion in stock amid compensation battle. What to know

One of the world’s richest people, Musk owns about 13% of Tesla shares

Why personalization will be the biggest differentiator in wealth management

Pablo Méndez has been part of this financial institution for over a decade. T

Confronted with Higher Living Costs, 72% of Young Adults Take Action to Improve their Financial Health, finds BofA Better Money Habits Study

According to the study, about half (51%) of Gen Z surveyed say the high cost of living is a barrier to financial success.

Middle-Income Americans Accelerated Car Buying Plans in Q2, Santander US Survey Finds

This rising demand for autos comes at a time when most middle-income Americans (75%) still feel they are on the right financial track

Gen Z workers can't cover a month’s expenses, but could leverage their big advantage over older counterparts

This puts an entire generation at increased risk of debt and vulnerability if they’re laid off.

What does regulatory reform mean for banks?

There is growing recognition that the current regulatory framework may have become overly complex and burdensome—potentially hindering banks’ ability to finance the economy.

The global ultra wealthy population projected to surge by more than 33% over the next five years, expected to boost demand for luxury real estate

New York remains the world's top hub for ultra wealthy homeowners; Miami tops second-home rankings globally

The End of U.S. Exceptionalism – an interview with Samy Chaar

While a recession may be avoided, political risks and investment paralysis loom.

Wealthy Americans are reimagining wealth and life outside the US

Traditionally domestic-oriented US investors are starting to rethink their options about where to base their business and family affairs

How to get a job in private equity

Private equity funds invest in large companies that are held privately – that is, not listed on public markets.

Why the 'forgotten generation' is a powerful force in wealth management, consumerism

Gen X is a powerful cohort that controls huge wealth but also faces retirement challenges.

Millennials say they need $847,000 to feel ‘comfortable’ financially. Here’s how much Gen Z, Gen X and boomers want.

Here’s how much money you need to have saved, according to your age, to achieve financial comfort

125 immigrant billionaires now hold $1.3 trillion of America's wealth

Immigrants now hold 14 per cent of US billionaire slots and run Meta's AI lab, showing how deeply foreign talent shapes America's wealth and tech innovation

Should investors bet against DEI? What to know about new anti-'woke' index fund

The next couple years are going to decide if this strategy is a success.

How chivalry is destroying the careers of women in finance

Equally deadly to a female analyst is a soft touch.

Warren Buffett Owns 9 Ultra-High-Yield Dividend Stocks. Here's the Best of the Bunch.

Kraft Heinz's dividend yield isn't so high because the company has increased its dividend payout.

Investing as US slowdown, European awakening, reshuffle the outlook

The first signs of weakness are emerging in the labour market, while positive news on inflation is set to be tested as tariffs hit activity and consumption.

Thunes research reveals top growth drivers in consumer cross-border payments

Report reveals transformative potential of emerging payment technologies such as stablecoins and open banking in meeting consumer needs

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