Managers of Wealth Americas

The Competition Conundrum: Charge Less or Offer More?

If your only differentiator is that you charge 75 basis points, you’ll likely lose the battle when the advisor across town drops to 50.

US economy adds 206,000 June jobs as labor market cools slightly

The number of new jobs is close to what economists had expected for the month.

Millennials are ‘very ill-prepared’ to be the richest generation in history, wealth manager says

The millennial generation is likely to be focused on near-term goals while those that precede them are more focused on saving for milestones like family building and retirement, experts suggest.

Actual Net Worth To Be Considered Wealthy In 2024

The rising threshold underscores the importance of strategic financial planning and wealth accumulation in today’s economy.

Why the ‘buy and hold’ philosophy is flawed

Usually, these take a long time to develop and become entrenched, which makes a long-term mindset essential.

Cost of Living City Ranking 2024

Mercer’s annual Cost of Living City Ranking provides valuable trends and insights for those who need to make informed decisions about global mobility operations

Record $668mn loan boosts hopes for Miami’s luxury housing boom

Lenders are vying for projects such as PMG’s 1,000-foot tower, which is selling units for up to $90mn

US Banking System Insolvency: Is a Crisis Coming Up?

The effectiveness of these reforms remains a point of debate.

What’s behind UBS’s push into the fast-growing US UHNW wealth space?

Like everything in life, a lot of what we think we know to be correct could not, in fact, be further from the truth.

Top tips to grow your wealth: Atlanta Falcons limited partner

One of those partners, Family Office Investor Rashaun Williams, joins Wealth! to discuss the move's significance and his biggest investment tips.

Outsourced Trading Improved 83% of Asset Managers’ and Asset Owners’ Investment Performance, According to State Street’s Global Outsourced Trading Market and Outlook Survey

The survey reveals compelling benefits for those outsourcing some aspect of their trading and its potential to enhance investment performance.

Here’s why wealth managers like to hire ex-athletes

In his view, athletes bring a unique set of skills that align perfectly with his firm’s values and operational goals.

Is Your Client's Family Office Prepared for the Worst?

A new report finds families underestimate risks and potential threats.

Best & Worst Broker-Dealers: Q1 Earnings, 2024

The quarter ended March 31 “marks the return to reported net profits and further capital accretion

Landmark Broadridge Study of More than 40 Million U.S. Retail Investors Highlights the Dramatic Shifts in How Americans Invest

The rise of younger investors and self-directed investing has led to asset managers, broker-dealers and advisors evolving their practices to better serve a more diverse class of investors across generations.

Comment, Analysis & Research