Managers of Wealth Americas

Branch Bank Managers Say Modern Technology Would Improve Job Satisfaction

Zebra survey shows outdated workflows reduce time branch bank employees can spend serving customers

The WealthStack Podcast: Joel Bruckenstein on What's Next in Wealthtech

T3 President Joel Bruckenstein discusses the transformative impact of technology on wealth management.

Billionaire bank CEO offers advice on raising children. Banks that were hiring MDs in 2023 are still hiring in 2024

Back in 2017, Rich shared some much more detailed parenting advice

Warren Buffett’s Key to Success: Building Wealth Through Two Lists

According to ModelThinkers, Buffett’s “two lists” model has been another key to his success.

Impact Investing And Philanthropy. What's Hampering Meaningful Deployment Of Capital?

The summit facilitated several discussions on how to close the trillion-dollar funding gap of capital needed for sustainable solutions

Family offices place more value in outsourcing

Outsourcing can go some way to mitigate issues created by evolving tax laws

Insights into Ultra-Wealthy Philanthropy: Trends and Transformations

The report highlights the significant expansion of the global ultra-wealthy population

40% of Americans Anticipate Financial Challenges in 2024, According to MeridianLink Survey

MeridianLink provides timely insight into consumer sentiment on payments, customer service, and innovation in digital lending

Dynasty Financial Partners Salutes Women in Wealth Management with its New ‘Trailblazer Series’

During the month of March, Dynasty will leverage social media to highlight several female advisors in its network to draw attention to the challenges, as well as the opportunities, for women in the wealth management space.

Inspiring inclusion in wealth management

In the US, women control more than a third of total household financial assets, over USD 10 trillion, while women in Asia are expected to hold USD 27 trillion in wealth by 2026.

UBS Gets Bullish Boost from Morgan Stanley Analyst

The Switzerland-based lender’s investment banking and wealth management units are pegged to benefit from an expected resurgence in mergers and acquisitions.

Investment banks' 2025 US summer analyst programs, listed. Apply now!

Be quick in applying – banks often recruit on a rolling basis.

Why is inclusive digital marketing important?

By creating a welcoming and representative environment, businesses can establish trust and solidify relationships with their audience.

Earnings season: 'Magnificent 7' steal the show

During a somewhat bleak earnings season, the US tech giants managed to salvage some positivity for stock markets in the first quarter of the year.

Fidelity International to cut 1,000 jobs globally, memo shows

The memo also said the fund manager would push out timelines on non-core projects and focus investment in areas that delivered most value to clients.

Jefferies Issues 2024 Sustainability Report

Advancing Jefferies’ sustainability and diversity efforts remain core to our values, with over $22 million in charitable contributions and expanded scope of emission offsets last year

Santander cuts 320 US jobs in digital shift, source says

Santander said in a statement that the lender was evolving its U.S. business, investing in digital capabilities and simplified processes to adapt to changing customer needs.

Grant Thornton Leads in Gender Pay Equity, Shattering Professional Services Industry Norms

Grant Thornton sets a benchmark in gender pay equity, with policies that support work-life balance and career progression for women, leading the industry.

2024 RSM Family Office Operational Excellence report

Strengthen operations, maintain resilience

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing

Forward-looking study shows how investment providers are embracing new innovative technologies and AI as investor demographics and expectations shift worldwide

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