Managers of Wealth Americas

Keeping the customer experience at the center of your operating model

Deloitte research has shown that customers who enjoy positive experiences are likely to remain customers for five years longer and cost up to 33% less to serve.

Three big reasons why US banks will start hiring again. 11 small reasons why they won't

At Bank of America, for example, investment banking fees were up 35% in the first three months.

BMO chief says US economy improving, calls California 'a strategically important market'

He said that trade and investment between Canada and the U.S. is key to economic competitiveness noting that it is one of the largest bilateral trade relationships in the world.

Unpicking inflation trends in a changing rate cycle

The US consumer price index is defying a broader price normalisation globally.

Profiles of Purpose–Cherie Blair’s vision to empower women with technology

Challenges faced by women entrepreneurs are further amplified in LMICs, where limited access to education and financial services, and gaps in legal protections create additional hurdles.

Insights From KKR’s Global Wealth Investment Council

At KKR, this is just one example of the commitment that we have to the global wealth channel.

Positioning for a new rate cycle

But inflation is moving close enough to target for both the US and Europe to justify rate cuts this year, probably starting in June.

Best-Performing Fund Brands Globally According to the 2024 Broadridge Fund Brand 50 Report

U.S. Fund Brand 50

World’s Best Bank Awards 2024: Latin America

Banking has reached another watershed moment with the debut of generative artificial intelligence

Prepare For "A Religious Experience"

"The next major leg up in the gold price will prove to be a religious experience for those people unfortunate enough to find themselves short."

Branch Bank Managers Say Modern Technology Would Improve Job Satisfaction

Zebra survey shows outdated workflows reduce time branch bank employees can spend serving customers

The WealthStack Podcast: Joel Bruckenstein on What's Next in Wealthtech

T3 President Joel Bruckenstein discusses the transformative impact of technology on wealth management.

Billionaire bank CEO offers advice on raising children. Banks that were hiring MDs in 2023 are still hiring in 2024

Back in 2017, Rich shared some much more detailed parenting advice

Warren Buffett’s Key to Success: Building Wealth Through Two Lists

According to ModelThinkers, Buffett’s “two lists” model has been another key to his success.

Impact Investing And Philanthropy. What's Hampering Meaningful Deployment Of Capital?

The summit facilitated several discussions on how to close the trillion-dollar funding gap of capital needed for sustainable solutions

Family offices place more value in outsourcing

Outsourcing can go some way to mitigate issues created by evolving tax laws

Insights into Ultra-Wealthy Philanthropy: Trends and Transformations

The report highlights the significant expansion of the global ultra-wealthy population

40% of Americans Anticipate Financial Challenges in 2024, According to MeridianLink Survey

MeridianLink provides timely insight into consumer sentiment on payments, customer service, and innovation in digital lending

Dynasty Financial Partners Salutes Women in Wealth Management with its New ‘Trailblazer Series’

During the month of March, Dynasty will leverage social media to highlight several female advisors in its network to draw attention to the challenges, as well as the opportunities, for women in the wealth management space.

Inspiring inclusion in wealth management

In the US, women control more than a third of total household financial assets, over USD 10 trillion, while women in Asia are expected to hold USD 27 trillion in wealth by 2026.

Comment, Analysis & Research