Managers of Wealth Americas

Why So Few Rich Americans In The Pandora Papers?

The primary reason that wealthy American no longer show up routinely in offshore disclosures such as this is that the cost-benefit of hiding offshore accounts from the IRS is not favorable.

Innovating to net zero: An executive’s guide to climate technology

Advanced technologies are critical to stopping climate change—and the drive to develop and scale them is accelerating. Here are five themes that could attract $2 trillion of annual investment by 2025.

Banks Race Toward Technology Solutions to Path Future Growth

As private bank and trust executives strive to retain advisors (61%), improve client experiences (52%), and mitigate reputational risk (48%), investing in technology has increased

Client Reporting: One Size Doesn’t Fit All

The right type of solution can allow for quick adaptation of these common elements to support the nuances of a particular client’s communications.

Adopting a Billionaire Mindset with Borrowing

Billionaires multiply their wealth by borrowing against their assets to pay for new investments. But they aren’t the only ones who can use leverage to their benefit.

Bank of America Better Money Habits Research Finds That, Despite Barriers, 80% of Gen Z Are Taking Positive Steps Toward Achieving Their Financial Goals

Survey Explores How Ethnicity and Gender Influence Young Adults’ Access to Financial Resources and Guidance, Further Underscoring the Need to Address Financial Education Gaps

Nearly Half Of America’s Richest Billionaires Have Fortunes In These Two Industries

The 103 finance and investment billionaires on the list include traditional stalwarts like Warren Buffett and Carl Icahn, plus newer billionaires such as private equity CEO Ramzi Musallam and Susquehanna International Group founder Jeff Yass.

BofA CEO on future of banking: 'We're clearly a technology company'

In total, BofA's consumer customers have transacted about $2.8 trillion for the year-to-date through October, with this sum up 20% over the same period in 2020, Moynihan said.

Investor Confidence Jumps 8.4 Points

The Investor Confidence Index was developed at State Street Associates, State Street Global Markets’s research and advisory services business, in partnership with FDO Partners.

Franklin Resources, Inc. to Announce Fourth Quarter and Fiscal Year Results on November 1, 2021

A written commentary on the results will also be available via investors.franklinresources.com at approximately 8:30 a.m. Eastern Time.

Future of Operations: Simplifying Operations with Data (vol 4)

Help data become your firm's most valuable asset.

Don’t ask “are we there yet?” but rather “where to from here?”

This week will have plenty of things to grab investors’ attention with three of six major US equity benchmarks having closed at record highs last week.

Basics Of QOF Investing: What Is A QOZB?

While qualified opportunity zone (QOZ) property must make up at least 90% of the property of a qualified opportunity fund

Bloomberg Wealth: Bitcoin’s Future Just Got a Lot Brighter

Its price shot up so fast that at one point, its value increased more than a thousand dollars in a minute.

Clients confirm the value of investment operations managed services

The panel discussed how managed services work well—thanks in part to frequent check-ins and communication—and how clients can maintain visibility into, and control of, the processes through platform user-profiles and permissioning.

SS&C GlobeOp Forward Redemption Indicator

Forward redemptions as a percentage of SS&C GlobeOp's assets under administration on the SS&C GlobeOp platform have trended significantly lower since reaching a high of 19.27% in November 2008.

Levels of Digital Maturity: Building a Strategy

This is no surprise as we have been discussing the need to modernize the distribution model within the asset management industry for years.

SS&C Releases Intralinks 2022 Limited Partner Survey Results

The sixth annual survey highlights LP views on alternative investment performance and investment plans for 2022

Next generation will have more women CEOs and presidents

Harbourfront Group CFO and COO, Lynn Stibbard, expected the industry to change quicker but believes attitudes and opportunities are finally opening up

Inflation Taxing Bond Investors

Credit markets are still behaving.

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