Managers of Wealth Americas

For Gen Z, financial security isn't enough to feel wealthy

For many Gen Zers, feeling wealthy may mean living a fulfilling life instead of having a lot of money.

Wealthy Americans Are Anxious About the Economy, Too

Not only are there are polls and statistics that illustrate the point, but there are also anecdotes, lots of anecdotes.

What were the main complaints about financial planners in 2022?

The organization has published its annual report revealing changes and enforcement in financial planning standards

Altair Global Survey Reveals Growing Impact of Digital Twin Technology in Banking, Financial Services, and Insurance Industries

Data highlights sector's broad use of digital twins for behavior modeling, personalization, fraud prevention, and more

Moody's warning on US banks a wake-up call for sanguine investors

It warned lenders will find it harder to make money as interest rates remain high, funding costs climb and a potential recession looms.

China's export growth likely to stay negative

China's July exports fell 14.5% y/y, posting a contraction for the third consecutive month.

Moody's downgrades several regional US banks

Six major institutions put on review

Earnings season: How much is already priced in?

The busiest week of the 2Q earnings season is now in the books.

What to do after a risk-on July

The gains reflected renewed optimism that the Federal Reserve and European Central Bank are nearing the end of their tightening cycles.

Growth Challenges the Markets

Equities, in all likelihood, may continue to make progress until the growth at hand, notably out of the US, soaks up the resources leading to potential inflation pressures.

Investors are entering August in a bullish mood: Morning Brief

Since JPMorgan kicked off earnings season, the index has risen about 1.5%, which isn’t fantastic but is still a gain.

Banking turmoil arrives in small-town USA with Heartland Tri-State failure

The biggest was First Republic, which had $229 billion when it was seized by regulators in May, becoming the second-largest bank failure in US history.

Global investors still display more fear than greed, finds Bank of America survey

Most investors, however, still see the global economy weakening over the next 12 months

The Average American Has This Much in Savings by 70. Are You on Track?

Keep in mind, though, that your situation is still completely unique to what your goals are.

Schroders quantifies the effects of human capital management enhancing investment process

This framework allows active managers like us to gain greater insights into companies within our investment universe.

Markets brace for US inflation data

The consensus expectation among economists is for the annual headline rate to fall to 3.1% in June for its lowest level since March 2021, compared to 4% in May.

Asset managers under pressure despite rebound from worst AUM drop in a decade

Consolidation and tech usage set to intensify in the next five years says PwC, and top 10 global players are expected to control more than half of AUM

One in six asset and wealth management companies will be swallowed up or fall by the wayside in the next five years: PwC Global Asset & Wealth Management Survey

As a result, 73% of asset managers are considering a strategic consolidation with another asset manager in the coming months in order to gain access to new segments, build market share and mitigate risks.

How the Silicon Valley Bank Crisis Boosted Banking Startup Brex

High interest rates have slowed the tech industry’s venture capital lifeblood from a torrent to a trickle.

June jobs report: US economy added 209,000 jobs in June as labor market cools

Updated data revealed 306,000 jobs were created during May, about 33,000 less than previously reported.

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