Managers of Wealth Americas

Wealthy female donors who support women and girls embrace risk-taking in their philanthropy, study finds

As more women accumulate wealth, they are twice as likely as men to leverage their wealth for philanthropy,

Donor-Advised Funds Become Popular Philanthropic Tools

Donor-advised funds are investment vehicles set up by nonprofits that allow individuals to make a tax-deductible, irrevocable grant.

The World's Richest People are Flocking to these Five Cities

Of the list of 50, five cities were ranked as the ultimate global destinations for UHNWs looking to buy real estate, with London, New York, Tokyo, Sydney, and Paris nabbing the top spots.

Five things you’ll have to give up if you move from Wall Street to Silicon Valley

Former Wall Street people who are now, say, on a corporate strategy team at a tech company often miss the fire and fury of investment banking.

Assessing the risks to the upside of the US 10-year Government Bond Yield by Gary Dugan

The cycles of central bank balance sheet expansion have shaped the level of yields

Advisors Will Become “Longevity Navigators”

The founder of MIT’s AgeLab warns that most financial advisors aren’t prepared for the profound changes and challenges that will come with longer-living clients.

Sallie Krawcheck: Here's why women shouldn't be afraid to ask for a raise

A recent study by the Ellevate Network found that 75% of respondents received a pay bump when they requested it.

Investors have renewed optimism for hedge funds in 2018, says Deutsche Bank survey

The context in which investors responded to the survey was after a strong year for risk assets globally.

Investors Move to Cash in February: Merrill Fund Manager Survey

Last month, stocks were surging, setting new highs on the back of President Donald Trump's tax reform bill that was signed into law.

More than Two-Thirds of American Digital Banking Users are Frustrated with Experience

Approximately one-third of digital banking users are willing to switch financial institutions for a better digital experience

Investors Resist Golden Age of Active ETFs

Passive funds still reign despite falling costs and rising choices for active ones.

Report Reveals Entrepreneurialism Is Booming, But Millennials Are Reluctant to Jump In - UBS

This is according to UBS Wealth Management USA’s latest UBS Investor Watch report, “Who’s the boss?”, released today, which delves into investors’ sentiment on business ownership.

SS&C GlobeOp Hedge Fund Performance Index at 2.99 per cent in January

“This favourable result is consistent with other recent indicators showing that 2018 is off to a strong start for the hedge fund industry in terms of asset growth."

The Most Successful Financial Advisors Leverage Technology

In a survey of more than 803 advisors, about three quarters of all respondents recognize the importance of state-of-the-art technology.

Rising U.S. bond yields offer relief to corporate America's pension plans

Rising bond yields can be good for pension plans because it can lower the required annual cash infusions while still meeting their liabilities

Wealth Management Firm Predicts Strong Response from New Federal Reserve Chairman

Interest rates in the United States have been kept artificially low since the recession in 2008 as a way to stimulate the economy.

Treasury Yields Will Climb to 3.5% on Fed, Goldman Sachs Asset Management Says

Fed is set to raise interest rates 4 times this year: Moffitt

Wells Fargo Must Be Better Before It Gets Bigger

Also crypto-Bond-villains, Uber and regulation, health-care bankers, non-competes and more flamethrower financing.

Why The Super Rich Pay Elite Wealth Planners Top Dollar

When evaluating the benefits the super-rich receive by working with elite wealth planners from the tax savings to asset protection all in alignment with their wishes

Chicago ranks second worst of most populous U.S. cities for fiscal health

The report said Chicago’s debt burden was $40.5 billion, which would equate to about $45,000 for every Chicago taxpayer.

Comment, Analysis & Research