Managers of Wealth Americas

How CIOs value the trading desk in 2025

The market in 2025 would mean that they were relying on their trading desks for liquidity and market intelligence, observed Heinel.

A new era of wealth transfer: Five key takeaways for securing your family legacy

Insights into giving and inheriting wealth across generations.

Americans Have Over $34T In Wealth Trapped In Home Equity — And Wall Street Is Trying To Get Its Hands On As Much Of It As Possible

Americans now hold $34.7 trillion in home equity – more than the entire U.S. GDP. Of that, mortgage holders account for $17.6 trillion

Morgan Stanley, American Funds Earn Top Rankings From Financial Advisors

Relationships with sales teams and a firm’s marketing efforts, however, greatly influence advisors’ attitudes, too.

North America high-net-worth individual population surges, while Europe and Middle East shrink

The data indicates that alternative investments[2], such as private equity and cryptocurrencies, are now an established presence in HNWI holdings, representing 15% of their portfolios.

The number of Americans filing for jobless benefits last week rises to highest level in eight months

Analysts had forecast 237,000 new applications.

Financial Account Confusion Could Cause Setbacks Amid Rising Economic Uncertainty, Santander Survey Finds

The survey found consumers may be mistaking higher-yielding bank accounts

'Drunken sailors' - Pitcairn CEO warns PE-fueled RIA frenzy will crash

Pitcairn was founded in 1923 by the sons of industrialist John Pitcairn.

What banks should expect with Trump tax bill back on track

Those who broke from party lines against the package are calling for increased cuts to Medicaid and other programs

Half of Canadians unprepared for wealth transfer

Many are missing a critical financial safeguard, study shows

What to Look For (And What to Avoid) in UMAs

Despite increased popularity, the promise of UMAs has only been partially realized.

The future of banking is intelligent - but riskier than ever, study reveals

Banks must enable adaptable risk management into every layer of their digital and operational transformations

Trump plans to accept luxury 747 ‘gift’ from Qatar to use as Air Force One

The ‘flying palace’ would possibly be the most expensive gift ever received by the US government

Nickel Digital study with institutional investors and wealth managers predicts strong growth in tokenisation

The study with organisations invested in the sector found 87% believe fund managers will increasingly look at the potential to tokenise investment funds and asset classes over the next three years.

U.S. Household Total Financial Wealth Exceeds $90 Trillion

Opportunity emerges for financial advisors to build relationships with mass-affluent and high-net-worth clientele

The rise of the outsourced CCO: Why investment advisers are making the switch

The modernization of the global workforce has transformed how the industry approaches compliance leadership.

Citi wealth says 'strategy is working' as net new assets surge

The division reported a 489% surge in its new investment assets in the fourth quarter.

Market psychology: a roadmap for rebuilding confidence

The global trade shock and associated uncertainties instigated by US President Donald Trump led to a deep equity market sell-off in recent weeks.

Letter from America: US Market Update

The US presents us with both an immense opportunity and a significant challenge—one that we are well-positioned to address.

Will mortgage rates ever be 3% again?

When will mortgage rates finally drop back down near the 3% mark?

Comment, Analysis & Research