Managers of Wealth Americas

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.

Goldman Sachs to make performance-based staff cuts in April - Reuters

Goldman Sachs will axe a small number of underperforming staff in April, Reuters reported on Thursday.

The Role of Women in Modern Family Offices

Women are expected to inherit a significant share of this wealth due to demographic trends such as longevity and intra-spousal transfers.

Deloitte, ranked the strongest and most valuable professional services brand in the world by Brand Finance

The report calculates brands’ value based on indicators such as market performance, marketing strategy and investment, as well as perception and reputation among clients, employees and other stakeholders.

How a family office can safeguard your legacy

As families accumulate wealth across generations, the need for effective management and strategic planning becomes increasingly important.

Majority of family offices shunning crypto and gold: J.P. Morgan

Family offices are largely shunning both traditional and emerging hedges such as gold, cryptocurrency and infrastructure due to high inflation concerns, according to J.P. Morgan.

Why business owners’ biggest planning gap comes after the sale

25th February 2026 – As more Canadian business owners prepare to sell, a lack of formal succession and post-sale planning is creating one of the most significant advice opportunities in the market.

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