Managers of Wealth Americas

FSB launches new financial stability surveillance framework

The framework places particular emphasis on incorporating multiple perspectives in the assessment of both current and emerging vulnerabilities.

How to Win Over ESG-Reluctant Advisors

Stories abound about the record flows, soaring investor interest and surge of new products in the ESG space.

Affluent Americans Boosted Charitable Giving in a Pandemic Year

Nearly a quarter of affluent individuals who responded to the survey said they had made contributions to support social-justice and racial-justice causes.

Americans believe investments play a role in addressing world issues, Schroders study finds

More so than their global counterparts, this year’s U.S. survey respondents believe investors and managers can play a part in solving the world’s problems, specifically after the pandemic, which increased some investors’ concern with env

New Research from Bain & Company and ServiceMax Reveals the Three Most Important Trends Affecting Field Service

This co-authored global study emphasizes the evolving service business model, the importance of asset data and opportunities to reduce waste and friction

The Fed's Dots Go For Lift-Off

Local governments often use the land as collateral for bank loans.

John Paulson Divorce May Be One of the Most Expensive of All Time

Another billionaire couple heading for splitsville highlights the growing 'gray divorce' trend.

Credit Suisse Gender 3000 report shows women hold almost a quarter of board room positions globally

The report analyzes the gender breakdown of 33,000 senior executives from over 3,000 companies across 46 countries.

More effort required to boost trust in AI in financial sector, OECD says

The OECD Business and Finance Outlook 2021 says that investment in AI finance is on the rise.

What advisors can do to bounce back from burnout

Experts and financial firm insiders weigh in with stress-busting advice

Is Cryptocurrency the Same as a Fine Wine or Classic Cars?

What drives the value of cryptocurrency, and why Wealth Managers should take note

Ultra-Rich Boom Is Fueling an M&A Frenzy for Wealth Advisers

The pace of deals is on track to be the most since the early 2000s as rich clients proliferate.

NFTs - Collectibles or not?

The key issue is whether NFTs are “collectibles” for US tax purposes in the hands of collectors, with long term gains taxed at higher rates than other long term capital gains.

Citi Private Bank Finds Cautious Optimism Among Investors

Majority of respondents in the annual Family Office Survey seek increased returns of 5% or more next year

SEI Unveils Advisors' Perspectives on Key Sustainability Issues

Survey Highlights Importance of Education Amid Increasing Client Demand for Sustainable Investing Solutions

Keeping the recovery on track

The recovery remains uneven with countries emerging from the crisis facing different challenges.

CIO Viewpoint: US plans fiscal spending to step-up as Fed tapering kicks-in Key takeaways

Core US consumer inflation rose 0.1% in August compared with the previous month.

Global banking sector market cap grows 40% from Q2 2020

As a critical player in the economy, the banking sector was significantly impacted by the coronavirus pandemic, recording losses under critical metrics like a market cap.

Billionaires Battle for $1.9 Trillion of Brazilians’ Money

BTG and XP lure new customers and leave giant banks scrambling.

How the world’s largest family businesses are proving their resilience

The family businesses in the 2021 Index collectively generated US$7.28 trillion in revenues, employed 24.1 million people and were distributed across 45 jurisdictions.

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