Managers of Wealth Americas

Wells Fargo: Pandemic Brings Heightened Awareness to Need for Planning

Wells Fargo/Gallup survey finds more people developing estate plans, though large percentage remain without a will or estate plan

Wealth Management Firm Addepar Reveals that Investors turned Bearish on Equities for Record 7 Consecutive Months from April to Oct 2020

The wealth management firm confirmed that they’ve introduced their Addepar ISI (methodology available here), which uses “portfolio-level” transaction data to assess investor sentiment.

Global banks generate record $125bn fee haul in 2020

Capital markets businesses boosted by frenzy of share and debt sales during pandemic

Why Women Have to Embrace a Wealth Mindset to Create Change

Part of it is that most women haven’t been encouraged to embrace the wealth mindset that their male counterparts have grown up believing is their right—but women can change that.

Taking stock of a remarkable year in asset and wealth management

Analysts and executives expect the wave of consolidation to carry into next year as sheer scale has become a necessity for fee-pressured investment managers looking for an edge.

Forbes Wealth Management Awards 2020

Kitces is a well-known commentator on wealth management and publishes the Kitces Report and industry blog Nerd’s Eye View.

Diversity In Wealth Management Still ‘Awful,’ Advisors Say

While his experience has changed, he says it is likely new or younger advisors who look like him who still have to deal with these same issues, something he recognizes he rarely has to put up with anymore.

How Gen Z can invest and make money from the dramatic rise of its own generation

So how can you identify and invest in the consumer trends being shaped by Gen Z?

Here Are The Biggest Billionaire Scandals Of 2020

And, for almost two decades before that, Trump paid nothing in federal taxes due to massive losses racked up by his businesses.

Taking stock of a remarkable year in asset and wealth management

Analysts and executives expect the wave of consolidation to carry into next year as sheer scale has become a necessity for fee-pressured investment managers looking for an edge.

Forbes Wealth Management Awards 2020: Goldman Sachs Invades Main Street

The big investment advisors are not yet worried about losing their high-net-worth clients to Robinhood.

Money moves the ultra-rich are planning in 2021, and what we all can learn from them

CNBC Select spoke to TIGER 21 chairman Michael Sonnenfeldt about how members of his elite investor community are preparing their finances for the year ahead.

Investors prefer Canadian banks to put record excess capital into M&A over share buybacks

But investors are not enthused about the EPS growth expected to result from a resumption of buybacks, which some investors see as artificial because it results from a smaller share base, not organic growth.

Seismic and StepStone Group Named Winners in the 2020 Gramercy Institute Asset Management Marketing Awards

Award recognizes StepStone’s expanded adoption of Seismic as its comprehensive content hub

Goldman Sachs Testing Wealth Management App For The Masses

The digital service is the elite bank’s latest push into the broader consumer market.

What Family Offices Can Learn From Pension Fund Investments

This higher allocation to public equities may have driven better returns for pension funds in recent years.

U.S. Finds Credit Suisse Lacking in Crime-Fighting

The bank is due to report back to the Fed on improvements it is planning to its organization.

Robo-Advisors: The Middle Ground Between DIY Investing And Traditional Advisory Services

CEO of Fortu Wealth, which envisions private banks offering clients digital wallets designed for payments and alternative investments.

UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team

Scott has decades of experience in the financial services industry and spent the past 20 years at Goldman Sachs

Eaton Vance Floating-Rate Income Plus Fund Announces Board Approval of New Investment Advisory Agreement

Eaton Vance provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world.

Wealth and Asset Management