Managers of Wealth Americas

What a Relief?

The market is probably right to have discounted the possible scaling of green policies and redistribution of wealth.

Blackstone, Centerbridge Look to Restart M&A Borrowing Binge `

Underwriters and issuers are carefully assessing the situation and plans are still tentative, the people said. Borrowers have largely stayed on the sidelines in recent days as they sidestepped election-related volatility.

Navigating CECL in the COVID-19 world: lessons and challenges

While model validation and governance have always been important, the focus on this part of the process will become even more important as models are being stretched and the usefulness of these models is coming into question.

Fastly Stock’s Tumble Is a Warning to Tech Investors Everywhere

Its stock trades at 33 times estimated 2021 sales

Channel Your Impact With a Self-Directed IRA

Practicing impact investing allows you to align your investment allocations with your personal beliefs and values.

Majority of High Net Worth Investors Say They Consider a Company's Handling of Pandemic Layoffs When Weighing an Investment

75% of high net worth investors say a company's response to political issues would impact their decision to invest in the company.

Global household wealth holds steady in 2020 despite economic turmoil

Estimates for Q2 2020 suggest that total household wealth is slightly up on the level at the end of last year, while wealth per adult is slightly down.

Picking over the Laggards by Gary Dugan

The natural reaction of most portfolio managers in the wake of such good news would be to look to buy markets that have serially underperformed over the past seven months.

Is James Gorman of Morgan Stanley the next king of Wall Street?

Gorman spends more time on business than on posturing, and it’s been paying off.

Are the Affluent Receptive to Digital Advertising?

A new survey finds that younger HNW clients interact with digital ads more than older ones.

New Partnership Builds Bridges Between Women And Financial Advice

Providing sound financial advice to women—especially when they are young—can be an important building block in helping them to create a strong financial future for themselves.

Does The Market Really Need A Vaccine by Gary Dugan

Where the general opinion until quite recently has been that for a full recovery

Wall St. banks report strong trading revenue but weaker consumer business.

Citi’s earnings were $3.2 billion for the quarter, compared with $4.9 billion a year ago, on revenue of $17.3 billion.

Global private wealth holders set to almost double impact investing allocation over next five years

A new research report launched by Campden Wealth, Global Impact Solutions Today

Why Some Millennials Just Can’t Manage Their Money

The day Jackie had to run out to set up her Charles Schwab Corp. account, I barely understood what she was doing. She came back with flyers and talked about Pacific Investment Management Co., or Pimco, bond funds. I was bemused.

Layoffs a matter of if, not when, for booming Wall Street

Good thing for our inept New York leadership that Wall Street has largely taken a pledge to delay any significant job cuts because of COVID-19 dislocations.

Should Advisors Fear BofA’s New Digital Planning Tool?

Life Plan is a “mixed blessing" for Merrill's Thundering Herd, says executive recruiter Mark Elzweig.

Comment: Jane Fraser’s rise to Citigroup summit boosts all women on Wall Street

Her sex should not matter, but her sex matters very much indeed

Resilience in a time of uncertainty by Nick Strange

This will help firms to implement strategic solutions which address common challenges.

Making These 2 Moves Now Could Ensure an Almost Tax-Free Retirement

As for Social Security, your benefits become taxable only if you have provisional income above a certain threshold.

Comment, Analysis & Research