Managers of Wealth Americas

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.

U.S. Bank flags potential blowback from debanking inquiries

At least three other lenders have warned investors of consequences over the past year, but unlike U.S. Bank, those institutions have either been sued or called out publicly by President Trump.

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.

Is Bank of New York Mellon Corporation (BNY) Fully Priced After Its Alight Solutions Partnership?

After a 65.62% 1 year total shareholder return and a shift into larger cap value and growth indices

High wealth isn’t a shield from inflation, so what’s driving up costs for HNW lifestyles?

New report shines a light on wealthy population and reveals where their living costs are highest.

Central banks think the US has become riskier. They plan to sell dollars and buy gold

The findings represent the latest indication of a global shift away from the dollar, often referred to as “de-dollarization

Family Offices Turning to “Purpose of Wealth” to Prepare the Next Generation, New AlTi Tiedemann Global and Campden Wealth Research Finds

Early data from the 2026 AlTi Tiedemann Global and Campden Wealth Family Office Operational Excellence Report shows that defining the purpose of wealth is rapidly becoming a top priority among family offices, largely driven by a desire to guide the next g

What are your wealthiest clients spending their money on these days?

New report shines a light on the global luxury spending trends

Next phase of stock gains could come from a broader range of opportunities

In fact, while CIO remains confident in the AI growth story, they also expect that the next phase of stock gains will come from a broader range of opportunities.

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