Managers of Wealth Americas

Key Financials’ Patti Brennan Ranks in America’s Top 250 Wealth Advisors by Forbes

The ranking of America’s Top 250 Wealth Advisors in America started with over 33,000 nominations received for both male and female advisors.

Can FAs and robo-advisors live in harmony?

New survey shows that younger investors are likely to use self-directed options, but many also use human financial advisors

Don’t Force People to Come Back to the Office Full Time

Companies that take this route could become the next Yahoo, which received a media roasting in 2013 after famously banning working from home and then quietly relenting.

Staying with an accommodative Fed but switching away from China

Investors are also seeking to switch their focus away from China and to other emerging economies where the perceived value lies.

3 opportunities for distressed debt managers today

The Covid-19 opportunity may have been over before it really began, but market participants are raising war-chests and biding their time.

How finance technologies are transforming M&A deals

Exploring the possibilities of finance automation

The billionaires' banker joins elite club of mega-rich

After all, the 62-year-old is a billionaire himself.

Global wealth industry can no longer ignore female investors

Latest figures suggest women will collectively hold $93trn by 2023

Navigating the complexities of 18f-4 compliance

The new implementation will allow for the use of derivatives, albeit with restrictions, new reporting capabilities and implementation of a more robust risk management framework.

Family Office Bill-Pay Solutions Can Optimize Operational Efficiency

This is particularly relevant when it comes to bill-pay and expense management, functions that are often a significant pain point.

Private Market Liquidity: How Can Managers Adapt?

Private markets are evolving before our eyes as broader access and greater liquidity create a virtuous cycle

New Report Finds U.S. Real Estate Sector a Safe Haven for Money Laundering

These cases also show that while anonymous shell companies and complex corporate structures remain the most popular money laundering techniques

Wealth-X Reveals New Intelligence on Global Private Jet Owners

Spotlight on Private Jet Owners Leverages Wealth-X’s Proprietary Database to Profile those Individuals who own private aircraft

The Fed is in a Hole

The resurgence of COVID cases in the US has probably stopped investors from marking government bond yields far higher.

UK pension risk transfer market predicted to stabilise in H2 2021

The group's cross-market PRT monitor predicted accelerating transaction volume particularly in the US market, which is expected to reach a record-breaking annual market volume of £22bn-29bn, despite experiencing a slowdown amid the pandemic.

BNY Mellon Wealth Management National Philanthropic Study

During a Year of Unprecedented Crisis and Change, Charitable Trust Amounts Increased in Funding by Nearly a Quarter

IBOR, ABOR and PBOR: What’s in a Name?

The IBOR goes further, providing users with broader, more granular and real-time views of performance and risk data.

New heights: US M&A H1 2021

US M&A set a new record for value in H1 2021—and nearly surpassed the full-year figure for 2020

Is a Side Hustle Worth it?

What the experts say you should consider, and question, before picking up another gig.

Trillions of dollars at stake: don’t overlook the Great Wealth Transfer

Firms need to be proactive to make their offerings attractive to younger generations and create tailored solutions to meet their unique needs.

Comment, Analysis & Research