Managers of Wealth Americas

BofA: Credit crunch fears drive investors into highest bond allocation since GFC

Most pessimistic month of 2023

Vestmark Goes Live With Direct Indexing

Direct indexing is just one component of Vestmark's VAST, a kind of personalized unified managed account, which allows for tax optimization and transition services across the entire portfolio.

Why are wealth management firms ignoring their own succession planning advice?

Financial firms often tell their clients about the importance of succession planning. They should practise what they preach

Citigroup CFO Mark Mason on how ‘careers are defined in times of crisis’

“When you look at the Globally Systemically Important Banks, the G-SIBs, we certainly have all types of requirements that ensure safety and soundness.”

Why Brazil could prove a major headache in UBS's takeover of Credit Suisse

Despite UBS acquiring Credit Suisse, in Brazil the latter is larger.

Pause or hike, caution is still warranted

But irrespective of whether the Fed delivers a further rate increase, we see reasons to be cautious about the outlook for the US economy and corporate earnings.

US inflation eases more than expected but rate hikes may still be on the cards

The fight against inflation is set to continue for the foreseeable future, and Jerome Powell has made it clear that he will take decisive action if needed.

The 5 Wealthiest and 5 Fastest-Growing US Cities for Millionaires

Today, the USA accounts for 32% of total global wealth and 36% of the world’s millionaires.

Market narratives keep jumping

After the market narrative flip-flopped multiple times in 1Q, the long weekend arrived just in time to provide a brief reprieve from trying to figure out what comes next.

U.S. banks are dangling promotions to lock in customer deposits, analysts say

The promotions are running at a time when the failures of Silicon Valley Bank (SVB) and Signature Bank last month spooked customers, prompting them to move $119 billion out of smaller institutions.

Northwestern Mutual Earns Record Showing on Latest National Ranking of Top Wealth Advisors

Forbes Best-In-State Wealth Advisors are nominated by their firms and undergo a series of comprehensive interviews, questionnaires and vetting by SHOOK Research.

Analyzing fixed income manager performance

Like equity managers, fixed income managers have lots of different levers to pull to try to outperform the traditional benchmarks.

The Beverly Hills Bar Association in conversation with Samantha Klein: Family law

In this video interview with the Beverly Hills Bar Association, Samantha Klein, head of the California family law practice, discusses her professional history and explores key moments in her family law career and practice.

Gen Z and investing: a field guide for wealth advisors — and a warning

Yet 1 in 3 members may get their financial advice not from professional wealth planners, but from TikTok and YouTube, platforms permeated with myths, misperceptions and outright falsehoods dispensed by so-called experts.

Another crisis ahead? Five questions hanging over markets, answered

We are keeping a close eye on measures of loan affordability and on US banks’ commercial real estate lending, especially that related to offices

New study from Bain & Company reveals eroding loyalty among banking customers as they increasingly turn to digital-native and neobanks for ancillary services

As customers 'unbundle' their banking services, they crave personalized interactions with their banks, giving traditional institutions a chance to win them back

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