Managers of Wealth Americas

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

Fired LPL CEO Dan Arnold Settles for $12M In Stock Options

According to records filed with the SEC, Arnold will retain 47,994 non-forfeited options with a price per share of $327.56.

94% of financial institutions in UK and US expect increased data budgets

Only 21% track costs in real-time while 34% face hidden cost surprises

Ex-Deutsche FIG banker reappears at US bank in more dominant job

Then he became a partner at McKinsey & Co. Now he's joined Wells Fargo in New York as head of strategy and transformation for the corporate and investment bank.

4 World-Famous Companies Pay Huge 10%+ Ultra-High-Yield Dividends and Nobody Knows

They pay huge and reliable dividends.

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

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