Managers of Wealth Americas

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.

Rising global cities: ones to watch in 2018 - Schroders

As investors in global cities we compile a quarterly index using a number of factors to identify the most economically vibrant cities.

High net worth firms to make more direct investments report

The potential benefits include higher returns and increased control and oversight.

Sallie Krawcheck has a plan to finally put women on a level playing field with men

“The good news: we can fix this,” Krawcheck says.

Let common sense prevail... Men are not the enemy by Penny Lovell

Well, it's been quite the week for women, hasn’t it?

Per Neil Shekhter, The Foreign Investment In The U.S. Luxury Real Estate Market Explodes

Report from this organization also revealed that 5 foreign countries contributed most to investment into the residential arm of United States real estate.

Big data vs. bad data

Big data is certainly not bulletproof and having a lot of information should not be confused with having credible information.

Miami leads the way for ultra rich overseas buyers looking for U.S. property

These buyers are overwhelmingly paying in cash too.

How Trusts And Estates Lawyers Can Profit By Addressing the Adverse Impact Of Great Wealth On Heirs

A large percentage of self-made millionaires, multi-millionaires, and billionaires are very concerned that their children do not have a sensible perspective on wealth.

America’s Superrich Made Near-Record Contributions to Charity in 2017

The 2017 giving spree was fueled by huge donations from many relatively young major philanthropists who are still accumulating great wealth — and who are likely to make big gifts for years to come.

Switzerland & United States Are The World’s Most Corrupt Nations – Report

The index ranks countries for the assistance their legal systems provide to money-launderers, and to all people who seek to protect corruptly-obtained wealth. The higher the secrecy score, the more corrupt the government is.

Assets of the 1,000 largest U.S. retirement plans hit $10 trillion

All five of the largest retirement plans in the country are public plans

US asset managers shake up equity research as banks shrink their budgets

Across Wall Street, asset managers are also betting that some research can be automated

Market Meltdown, Bitcoin Bubble, And Wealth Managers Collecting Assets

It is important to realize that a critical role of astute wealth managers is to provide financial solutions to their affluent clients including helping them stay on course when “storms” appear.

Comment, Analysis & Research