Managers of Wealth Americas

Advisor Discretion Creates New Opportunities for Asset Managers

Asset managers can strengthen distribution relationships by providing portfolio guidance, implementation support, and advisor education

US Household Income Hit a Record in 2025—But Not Every Group Got a Raise

More people held full-time, year-round jobs, Mike King, chief of the bureau's Income Statistics Branch, said in a press conference.

Pre-sale financial planning is where advisors prove their value

Advisors who engage business owners years before a liquidity event can shift tax and estate outcomes by millions of dollars

The Art Basel and UBS Survey of Global Collecting 2026 reveals Gen Z as the highest-spending generation

This year's survey explores how high-net-worth collectors begin building their collections, highlighting the influence of family, rise in younger generations' purchasing activity, evolving attitudes toward privacy, and the growing use of digital

The new K-shaped economy splits the rich from the ultra-rich: The top 0.1% averages more than $200 million—and is pulling away from the rest of the 1%

The top 0.1%'s wealth has more than doubled since the end of 2019, from $13.4 trillion to nearly $28 trillion in the second quarter of 2026.

Advisors Struggle to Convert Retirement Plan Relationships into Wealth Management Clients, Cerulli and Morningstar Find

While this has been of greater interest for wealth managers that are seeking new avenues of organic growth, advisor adoption still lags in scalability and efficiency.

Politics, polls and portfolios: Making sense of US election season

As US voters prepare for the midterm elections, Chief Investment Officer Fahad Kamal explores a familiar challenge for investors: distinguishing between short-term political weather and the longer-term economic climate.

Morningstar: Geopolitical Tensions, Inflation Top List of Advisors’ Market Concerns

This year’s survey of advisor sentiment showed less optimism about market conditions and a modest increase in the adoption of alternative investments.

US midterms point to volatility, then investment opportunities

Fiscal policy would remain on its existing course, shifting over the coming quarters from a significant support for growth towards a modest headwind.

2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration

Family offices raise expectations in a pivotal year dominated by trends of generational wealth transfer, new wealth creation and technology transformation

Latin American Wealth Crosses Borders and Obtains a Global Passport

Nearly half of the family offices surveyed by the bank increased their exposure to equities during 2026.

U.S. Treasury Central Clearing Survey: Broad Industry Readiness for Cash Clearing, Industry Moving Towards Execution but Work Remains Ahead of Repo Deadline

The survey suggests the industry is positioned well for the cash implementation but there remains considerable work to do as the industry prepares for the repo deadline

Comment, Analysis & Research

Advisor Discretion Creates New Opportunities for Asset Managers

US Household Income Hit a Record in 2025—But Not Every Group Got a Raise

Pre-sale financial planning is where advisors prove their value

The Art Basel and UBS Survey of Global Collecting 2026 reveals Gen Z as the highest-spending generation

The new K-shaped economy splits the rich from the ultra-rich: The top 0.1% averages more than $200 million—and is pulling away from the rest of the 1%

Advisors Struggle to Convert Retirement Plan Relationships into Wealth Management Clients, Cerulli and Morningstar Find

Politics, polls and portfolios: Making sense of US election season

Morningstar: Geopolitical Tensions, Inflation Top List of Advisors’ Market Concerns

US midterms point to volatility, then investment opportunities

2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration

Latin American Wealth Crosses Borders and Obtains a Global Passport

U.S. Treasury Central Clearing Survey: Broad Industry Readiness for Cash Clearing, Industry Moving Towards Execution but Work Remains Ahead of Repo Deadline

The Longevity Market Is Leaving $350 Billion on the Table in Unmet Demand From Women in Perimenopause and Menopause

US Treasury Central Clearing Survey

BofA drops stunning warning about Fed rate hikes

Meet The 34 Newcomers To The 2026 Forbes 400 List

EY survey finds that autonomous AI implementation outpaces oversight, yielding an AI governance gap

Northern Trust Survey: Asset Managers Sharpen Focus on Core Capabilities to Drive Growth

SEI Research Indicates 71% of Wealthy Investors Offer Advisors an Untapped Opportunity to Manage More of Their Assets

Interest rates could rise again across the world – here's why