Managers of Wealth Americas

The Best ForbesWomen Stories Of 2022

The central story of 2022 was, ultimately, the story of what it means to identify as female in a complicated, exhilarating, infuriating world. It was a story of victories gained, like when the U.S.

Guggenheim Partners CIO unexpectedly passes away

Yahoo Finance Live anchors discuss reports that Guggenheim Partners CIO Scott Minerd has passed away.

The future of Private Banking in 2023

Private banking and wealth management firms are braced for one of the biggest disruptions the sector has ever faced.

Following The Tech Sector, Layoff Contagion Hits Wall Street: Goldman Sachs Plans To Downsize 4,000 White Collar Workers

There is a fear that some low performers will get “donuts,” the cold term for not receiving any bonus payout.

Where Next for the US Dollar?

The greenback has had another strong year, but there are a turning point has been reached.

How the pandemic tipped the balance for women in wealth

Following challenges from COVID-19 disruption, Edward Jones is opening doors for women advisors to thrive and succeed

Private equity fundraising to dip 22.5% in 2022, Preqin says

Preqin forecasts global private equity fundraising will fall by 2.7% in 2023.

Where Citi sees potential for project finance growth in Latin America

O'Czerny: Our scope of action in the area of infrastructure here at Citi is linked to both greenfield and brownfield projects.

6 Wirehouse Comp Trends to Watch in 2023

Two of the three experts we spoke to predicted we would see a continued focus on both advisor team-based compensation and encouragement of fee-based revenue versus transactional revenue.

Best Idea: Advisors Should Detail Improvements To Team, Practice

It is a one-page letter that mentions everything we did that year. It is not to brag or anything.

Clarfeld | Citizens Private Wealth Survey Finds Wealthy Americans Plan to Maintain or Increase Spending in 2023

Four in five plan to make portfolio changes in the New Year to reach financial goals

New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today

Only 12% of Americans – and 29% of actual millionaires – feel “wealthy”

Morningstar Launches New Research Portal for Financial Advisors, with Independent Research and Insights at Center

The new research platform's actionable interface helps investment professionals deliver personalized advice to clients

‘We don’t lay off people’: This is how Bank of America’s CEO plans to reduce employee levels

“We don’t lay off people, but we have an ability to reshape our headcount pretty quickly just by the turnover that occurs,” Moynihan said Tuesday during a financial conference.

Capital One CEO Sees Learning Curve for Finance: Goldman Update

Fairbank said his company has begun to tighten underwriting for lower-income consumers, who have already started to go delinquent on card loans more quickly than their wealthy counterparts.

Who is the world’s largest asset owner?

The value of the assets that the world's top 100 largest firms are responsible for gained 9% last year

The difference between wealth management and financial planning and why you need both

Financial planning is the process of looking comprehensively at a person’s current financial situation and building a specific plan that serves as the roadmap to reach their goals.

ABA Recognizes Winners of “Under 40 in Wealth Management Awards"

We congratulate these extraordinary industry leaders who are already making their mark in the continually evolving area of wealth management

BCG Creates BCG X as New Hybrid of Consulting and Tech Build & Design Capabilities

BCG X will turbocharge BCG’s deep industry and functional expertise to enable innovation at scale and deliver successful end-to-end digital transformations

Bank of America chief predicts ‘mild recession’ in 2023

Contractions in gross domestic product (GDP) in both the first and second quarters of 2022 added weight to the warning

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