Managers of Wealth Americas

Rich Americans are now applying for passports, foreign investment visas at record levels — here’s where they’re going and why

The past year has seen a dramatic rise in those seeking a second passport.

From Jensen Huang to Elon Musk: The biggest wealth gainers of 2024 have added $585 billion to their fortunes

Musk's fortunes have been buoyed by EV-maker Tesla's growth throughout the year

Why Citadel Securities won't go public soon. The most aggressive boss in finance?

An IPO can be an opportunity for employees holding stock to sell at higher prices, thereby making vast amounts of money.

How much of Musk’s wealth comes from tax dollars and government help?

In the new role, Musk will help direct policies on a wide range of issues and government bodies, including those that regulate his many business interests.

Wealth Management Clients Expect More Personalized Experience from Their Firms’ Mobile Apps and Websites, J.D. Power Finds

J.P. Morgan Wealth Management Ranks Highest in Wealth Management Digital Experience Satisfaction in Full-Service and Self-Directed Segments

A new history of wealth inequality in the West

Western households are richer in per capita terms than in the past.

Market Concentration: Impact & Risks

Growing Markets, US Dominance

Only 49% of Canadians believe they are saving enough to reach their long-term goals, reveals TD

But the younger generation is getting it right - Close to 7 in 10 (68%) Gen Z are investing consistently on a yearly basis – the highest across any age demographic

‘America First’ is already reshaping the world. Investors must act

Days after the vote and ten weeks before the new administration takes office, Europe, Asia and the Middle East are already feeling the impact.

Mortgage and refinance rates today, November 11, 2024: 30-year rate falls

If you're interested in buying a home with a 30-year term, it could be a good time to buy — especially since it's unlikely that mortgage rates will fall significantly before the end of the year.

Goldman Sachs' 95 new partners: The full list

Being a partner at Goldman Sachs is a big deal.

How the US election results could affect foreign investors

ZEDRA’s Global Expansion team of experts in the US is on hand to help you every step of the way

Trump’s clean sweep sets up an ‘America first’ second term

This has far-reaching implications for the US and global economies, and consequently for international investors.

8 of the biggest issues facing the banking industry today

USAA is another organization that has faced legal troubles this year.

Raymond James' incoming CEO isn't hung up on legacy building

Exposure to the firm’s inner workings made him a strong choice among a short list of internal candidates for consideration.

Will the Next President Help Banks Trap Customers?

“If you’re in a knife fight, you better damn well bring a knife,” Dimon said of industry efforts to stop regulators.

Banks are making big hires in preparation for 2025. The most precarious jobs at Millennium

The hires come as banks are slimming existing teams ahead of bonuses.

LPL’s New CEO Outlines Top Priorities

He added that the firm’s success is not dependent on advisors’ relationship with the CEO but rather the LPL employees they work with day-to-day.

It's Q4 and bankers are being cut before bonuses

It's Q4 and bankers HSBC's cuts are likely to afflict the middle and back office, but other banks are already cutting senior bankers and traders to protect their bonus pools.being cut before bonuses

Most consumers view banks as source of strength for U.S. economy

The survey shows that Americans see the nation’s banks competing aggressively for their business

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