Managers of Wealth Americas

From Theory to Practice: 10 Common Questions in Wealth Planning

Francisco Tochetti, expert wealth planning advisor and tax lawyer, answers the ten most common questions

Reach financial success in 2025 with American Bank and Trust

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Bloomberg Billionaires Index

The Bloomberg Billionaires Index is a daily ranking of the world’s richest people.

The most quotable bank CEOs of 2024

What follows is a look at the eight most quotable bank CEOs of 2024.

Jacques Aurélien Marcireau: «Looking Beyond Trinity in 2025»

This surge was fueled by hopes for the effective implementation of campaign promises.

Bank of America Predicts a "Tale of Two Halves" for the US Dollar in 2025

The report suggests that the USD will likely remain robust during the first six months of 2025, primarily due to continued US economic growth and a moderate approach to easing by the Federal Reserve.

Philanthropist MacKenzie Scott says she's changing how she invests

Scott, who is among the world's richest women, owns millions of shares of Amazon, which her ex-husband Jeff Bezos founded.

The Wealthy Are Challenged Insuring Their Lavish Homes, Survey Finds

When that property is a home, popular places to live grandly include California, Florida, Texas and Colorado—states that have seen more than their share of fires, floods, tornadoes and hurricanes in the last few years.

This is the No. 1 company where workers are happy with their pay—it’s not based in New York or San Francisco

One review from a Paycom employee noted the company’s generous commission structure, time off and health-care benefits.

What are some of the current challenges for mental health in the workplace?

WealthManagement.com Announces the "Ten to Watch in 2025"

This year's individuals represent a diverse range of expertise, from innovative financial technology to transformative wealth strategies

Top bank risks for 2025

New and persistent bank risks’ interconnectedness elevate overall risk.

Cross-border retirement planning: a guide for navigating US and UK pension systems

It is essential to recognise key characteristics, plan types, and financial strategies to optimise retirement savings and income.

The next generation of banking

How TD Bank is transforming branch locations to meet evolving customer needs

JPMorgan consumer banking boss Marianne Lake on Trump, the Fed and 2025

The hope is that lending and dealmaking churn higher while a new Republican administration loosens some rules for banks

The oversight of US banks could be in for some big changes under Trump

One came from billionaire Trump supporter Elon Musk, who is leading the so-called Department of Government Efficiency (DOGE) alongside Vivek Ramaswamy.

State Street Global Advisors Study Finds Assets in Model Portfolios Rising as Advisors Focus on Efficiency, Holistic Planning and Client Satisfaction

Investors who have assets in models are more satisfied with their advisor

Oomnitza Doubles Down on Asset Integrity, Security, and Usability with its Recent Product Release of its Modern IT Asset Management Platform

New features deliver measurable business value by maximizing efficiency, ensuring information security, and unlocking profitability through technology asset management

How US banks must overcome broken data to achieve their version of open banking

The majority of US banks are unprepared for open banking.

Wells Fargo & Company: Analysis of the Banking Giant

The collapse of regional banks meant that more customers looked to bigger institutions like Wells Fargo for their banking needs

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