Managers of Wealth Americas

How a golden data set can help overcome common data challenges

A “golden data set” is a clean, validated, integrated data set.

Wealth gap among retired Americans worsens despite a growing economy

A widely used measure of inequality - the Gini coefficient bit.ly/1mVicdp - shows the United States has the highest level of inequality among the largest industrial nations.

Why Banking CIOs Must Prioritize Cybersecurity?

CIOs are strengthening the existing security framework of banks and the associated third parties by adding onto the cybersecurity suite.

As boomers cash out of their businesses, the big banks are cashing in through deal financing

Canadian banks have been surfing a grey wave

Apollo Global Management, Inc. Reports Third Quarter 2019 Results

In addition, Apollo’s total assets under management have grown by 19% over the prior year, bringing total assets under management as of September 30, 2019 to $323 billion, half of which is permanent capital.”

Awareness is key to preventing fraud

The session covered an array of issues with our panelists sharing experiences, concerns, and awareness on ways to break the fraud cycle.

Latin American issuers face steep learning curve on ESG loans

Green and ESG lending remains in its infancy in Latin America. Just US$18bn in green or sustainable loans has been issued across the region since March 2018, according to data from Refinitiv LPC.

Stopping Global Warming Will Cost $50 Trillion: Morgan Stanley Report

Carbon capture and storage, which Morgan Stanley says is the only viable option for reducing emissions from coal-fired plants

Nearly 60% Of Ultra HNW Investors Say Market Volatility Will Increase: Study

The HNW are somewhat less likely than the Ultra HNW to say their outlook for the U.S. Stock Market over the next twelve months is optimistic

Manager M&A activity slowed in Q3 but on track for record year – PwC

There were 48 announced deals during the third quarter, down 24% from the previous quarter, but up 30% from the same period a year earlier.

BNY Mellon Investment Management “Fixed income. Not fixed thinking” National Research Study Finds Majority of Americans Surveyed Do Not Understand Fixed Income

Fixed income provides some of the most versatile and vibrant investment options available and yet there exists around it a sense of confusion and misperception.

The key to avoiding mutual fund capital gains distributions

Some strategies work better than others, but low portfolio turnover is a good predictor of potential tax consequences

The top 10 states where America's wealthiest millennials live, ranked

Almost half of them live in California, home to the most millennial business owners and real estate investors.

Soaking the Rich Is a Great Start — But It’s Not Enough

It’s not the end of capitalism, but it’s a lot bigger than Medicare for All and free college, as badly as we need both those things tomorrow.

Global wealth expands to $360trn, led by US and China

Researchers also found that China had more members in the top global 10% than the United States for the first time.

Private equity is a driving force for economic opportunity

New report highlights industry’s growing role in boosting over 25 million U.S. jobs

What the coming $68 trillion Great Wealth Transfer means for financial advisors

The vast majority of those heirs will fire their parents’ financial advisors.

Retirees Live a 20th Century Retirement in the 21st Century, Wells Fargo Survey Finds

Retirees are happier than most workers in the U.S., but seven in 10 say they would have “no idea what they would do” without Social Security

The Price Of Everything And The Value Of Nothing

It’s also a world in which cyber security attacks compromising personal data seem to occur on a near daily basis.

BNY Mellon Reports Third Quarter 2019 Earnings

Noninterest expense increased year-over-year primarily reflecting higher staff expense.

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