Managers of Wealth Americas

Active crypto users have plummeted 50%: Bank of America survey

According to the data, only around 33,000 clients transacted crypto for the first time in May, which represents an 87% decline compared to October 2021.

'There's strength in numbers' – in a team and a bank, says award-winning advisor

Team specialization and bank resources aid this team's success

Shareholders lift up their voices at many high-profile company meetings

"Clearly investors in insurance are very aware of climate risk and sent a strong message," Mr. Behar said.

Weak growth, elevated inflation to support dollar

By all accounts, the degree of USD strength has been unprecedented in the past twenty years, and under normal circumstances, a simple mean reversion argument would suggest the dollar would peak and roll over.

Some Asset Managers Pay Twice as Much as Peers to Use the Same Index

Brand power in the index market is “enormous,” which may be one reason new entrants have found it hard to compete, says Substantive Research’s Mike Carrodus.

Why Advisors Are Rethinking The 4% Rule

Some advisors and academics saw this altered economic environment as a valid reason to advise retirees to slash their asset consumption rate to 3%, in case returns regressed to the historic mean. Few of them were even thinking about a resurgence in inflat

Why the global wave of wealth is set to continue

Despite climate of uncertainty, BCG projections expect nominal and real wealth growth to continue – though some areas will be weaker

Helping Investors Protect Themselves For The Long Term

Some level of inflation is not a bad thing for our economy or markets

Inflation and rising interest rates have stressed the 60/40 investment portfolio strategy — ‘but it’s not dead,’ says financial advisor

Low interest rates and below-average inflation buoyed stocks and bonds.

Advancing more women leaders in financial services: A global report

Deloitte’s Within reach series on women in financial services expands and offers strategies to help firms achieve gender equity around the world

Help Less Central Banks

Policy mistakes on the part of central banks create economic cycles, and this may yet prove to be a very serious one.

12 charts show how everyone in America but the rich is getting squeezed right now

Gallup's Economic Confidence Index dropped to -45 in May, which Jones wrote is "the lowest reading in Gallup's trend during the coronavirus pandemic, and likely the lowest confidence has been since the tail end of the Great Recession in ea

Slowing or stalling? A cautious outlook for the global economy

Russia’s invasion of Ukraine was the first, and has altered some dynamics in the global economy forever.

Who will become the world’s first trillionaire?

Of the 21 individuals who stand a chance of reaching this phenomenal milestone in their lifetime, Elon Musk is predicted to be the first.

How Gen Z is winning the Great Resignation, from pay increases to better work-life balance

Recent data from LinkedIn, where Gen Z is defined as ages 20 to 24, shared with Insider shows Gen Z job transitions in April 2022 were 29.5% higher than a year earlier.

7 In 10 Americans Say They’re Blowing Through Savings to Cope With Inflation—Do This Instead

Add to that rising consumer debt—$266 billion more just from the fourth quarter of 2021 to the first quarter of 2022—and it’s probably not surprising that savings are shrinking.

SS&C to Present at the 2022 RBC Capital Markets Financial Technology Conference

SS&C Technologies Holdings, Inc. has announced today Rahul Kanwar, President and Chief Operating Officer, will present at the RBC Capital Markets Financial Technology Conference on Tuesday

Who or What to believe?

The first equity market crash in July 2007 was the warning sign from the market that something was amiss.

Bank of America Credit and Debit Card Data Shows Continued Growth in Consumer Spending, up 9% year-over-year in May

"Our card data shows continued growth in consumer spending, but inflation is challenging households' purchasing power," said David Tinsley, senior economist for the Bank of America Institute.

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