Managers of Wealth Americas

Opinion: Private wealth firms are struggling

Sales, marketing, capital deployment and more — 7 mistakes they keep making

New York state force stores to accept cash

They also cannot charge consumers a higher price if they pay in cash.

Leadership Lessons From Two Sides of the Wealth Management Industry

The lessons are universal.

Goldman Sachs to make performance-based staff cuts in April - Reuters

Goldman Sachs will axe a small number of underperforming staff in April, Reuters reported on Thursday.

The Role of Women in Modern Family Offices

Women are expected to inherit a significant share of this wealth due to demographic trends such as longevity and intra-spousal transfers.

Deloitte, ranked the strongest and most valuable professional services brand in the world by Brand Finance

The report calculates brands’ value based on indicators such as market performance, marketing strategy and investment, as well as perception and reputation among clients, employees and other stakeholders.

How a family office can safeguard your legacy

As families accumulate wealth across generations, the need for effective management and strategic planning becomes increasingly important.

Majority of family offices shunning crypto and gold: J.P. Morgan

Family offices are largely shunning both traditional and emerging hedges such as gold, cryptocurrency and infrastructure due to high inflation concerns, according to J.P. Morgan.

Why business owners’ biggest planning gap comes after the sale

25th February 2026 – As more Canadian business owners prepare to sell, a lack of formal succession and post-sale planning is creating one of the most significant advice opportunities in the market.

Morning Coffee: JPMorgan revealed the reality of the banking jobs market now. The primary rule for analyst sleeping hours

JPMorgan didn't break out the number of jobs it has in each of these areas.

Richter Marks 100 Years as Canada's Only Business Family Office

elebrating 100 years is not only about highlighting our longevity, it is about recognizing our capacity to transform

T. Rowe Price Survey Finds Charitable Giving Planning Can Strengthen Advisor And Client Relationships

Investors want more help from their advisors with charitable giving—and those who receive it report higher satisfaction, trust, and loyalty

15 most recent bank failures

The Federal Deposit Insurance Corp. took over the $261.1 million-asset bank, and agreed to sell substantially all of its deposits and some of its assets to First Independence Bank.

Canada’s Banks Enter the Conversation as US Regionals Look for Deals

A handful of large regional US banks are likely kicking tires

What does Fed policy mean for investors?

The timing of the next rate cut may be delayed by stronger growth data and early signs of stabilization in the labor market, but the likelihood of further easing increases the importance of putting excess cash to work for investors.

Final weeks until Bank of America closes all 3,600 branches across the US for 24 hours in total blackout

BANK of America is set to shutter all of its branches in a 24 hour total blackout.

Emerging Asset Managers: Partnering for Growth and Success on the First Mile

At PwC, we understand the unique challenges emerging asset managers face as they enter the asset management industry.

Advisors Using New Tools To Free Up Time For Wealthy Clients, BlackRock Survey Says

The takeaway is that advisors who want to serve high-net-worth individuals—and the growing amount of assets they command—will need to modernize their operating models.

Why Global Elites Are Choosing Ultra-Private USD 5 Million-Plus Homes in Miami

Miami’s ultra-luxury real estate is booming, drawing global buyers with USD 5M-plus homes, private islands and world-class amenities.

Top Residence and Citizenship Programs for Migrating Millionaires

This is no longer a peripheral phenomenon at the margins of global mobility — it has become a defining mechanism through which capital, talent, and opportunity are being reallocated among jurisdictions.

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