Managers of Wealth Americas

Central bank independence is facing its biggest stress test of this century

For anyone born after the 1970s, central bank independence has felt like part of the permanent architecture of modern governance.

Lunar economy could be worth $566 billion. Who gets there first?

A new Deloitte report maps the business case for the moon, projecting hundreds of billions in economic value, with some big winners.

Robert Rizzo highlights family offices’ expanding role in private equity deals in Mergers & Acquisitions

Robert also highlighted the appeal of direct investing for family offices, which can provide greater control over investments and more favorable economics by eliminating the fees associated with investing through a private equity fund.

Wells Fargo Hits 17%-18% ROTCE Target: Can It Sustain the Momentum?

A key catalyst is the removal of the Federal Reserve's asset cap in June 2025

Truist Premier deepens commitment to advice-led banking for mass affluent clients

Truist Premier delivers personalized planning, advice-led relationships and exclusive benefits for clients with growing financial complexity

Making the Move from a Big Bank to an Independent Multi-Family Office: A Conversation with Paul Tramontano of Cresset

Even with the thousands of wealth management firms out there, it felt a bit like finding the “needle in the haystack.”

Ricardo Sucre Returns to Amerant: “Our Goal Is to Achieve Double-Digit Annual Growth in Assets Under Management”

Sucre highlights Amerant’s capacity to deliver a comprehensive service relationship to Latin American clients.

The ‘20% rule’ behind Giorgos Tsetis’ blueprint for a new kind of family office

The Great Things formula and 20% giving minimum were inspired by the economics of venture capital and private equity

Estate planning is an ongoing service, not a one-time event

Advisors celebrate National Make a Will Month by describing how ongoing estate reviews and wealth transfer talks build trust and grow client relationships

Philanthropy in the Age of AI

Make sure the institutions your client plans to support offer flexibility and adaptability for future scenarios.

Privacy ‘an asymmetrical risk’ for the rich: the chauffeur service taking on the City of New York

High-end ride-hailing service Wheely believes New York City rule requiring every journey to be logged could put ultra-wealthy clients in danger

What ultra-wealthy families do differently with money, according to a UBS private wealth advisor

Trusts, family meetings, and honest conversations with kids: inside the habits that keep big fortunes from disappearing

When to take profits: The signals advisors use to reduce client exposure

Three advisors explain the investment-driven and client-driven triggers that prompt them to sell — and why volatility alone is never the reason

Canadians' Confidence in Spotting Fraud May Be Increasing Their Risk: TD Survey

Almost all (89%) feel confident they can spot fraud, but more than half (52%) admit to risky behaviours

What Big Bank Earnings Just Revealed About the Health of the U.S. Consumer

The fear is that the U.S. economy could be tipped into a recession, as strained consumers are forced to pull back.

First they make you work weekends, then they let you go. The other unfortunate job in banks

But another class of jobs in banks can also be miserable and they pay a lot less than being a junior investment banker: technology and data remediation.

Bank stocks have further to run

Large US banks had a very strong second quarter.

To Retire Comfortably, Plan Participants Say They Need $1.2 Million

33% Have More Credit Card Debt Than Retirement Savings

What Drives Change in 401(k) Plans?

Advisors are driven by revenue, competitive advantage and client demand.

The New York Fed Dug Through 3,000 Bank Runs and Found a Surprising Reason Banks Actually Fail

A bank run occurs when large numbers of depositors withdraw their money simultaneously because they fear a bank could fail.

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