Managers of Wealth Americas

ARC Indices Estimates

Continuing the recent trend, Europe/UK equities outperformed the US and value stocks outperformed growth.

New Research Confirms Investments & Wealth Institute Certifications Provide Strong Competitive Edge for Financial Advisors and Wealth Management Teams

The study confirms that earning an Institute certification is more than an elite professional credential - it is a proven driver of competitive outperformance for both individual advisors and advisory teams.

AlphaSense Supercharges Investment Banks with Industry-Leading AI Solutions Amid M&A Rebound

Analysts are under pressure to deliver more, faster—automating manual workflows to stay ahead

Innovation to Financial Planning Software Will Provide Tailwind to Advisor Adoption

Technological innovation likely to be an important driver of growth in the delivery of financial planning services by advisors

Going for growth: Entrepreneurs in Canada doubled down on their scaling ambitions

The latest Ownr survey showed a vast majority of business owners in Canada leveraging multiple income sources to fund their business and accelerate growth plans

Going for growth: Entrepreneurs in Canada doubled down on their scaling ambitions

The latest Ownr survey showed a vast majority of business owners in Canada leveraging multiple income sources to fund their business and accelerate growth plans

Women's History Month: Female advisors talk about 'trailblazing' and wealth management

Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the industry forward.

Steering portfolios through a new world (dis)order

A slowing US economy is the first casualty of policy uncertainty.

For Advisors, Fiduciary Duty Pays Off with Affluent Investor Satisfaction

70% of those who believe their advisor is obligated to act as a fiduciary indicate they are satisfied with their relationship and less interested in finding a new provider

Goodbye IFIC, hello SIMA

The catalyst for rebranding was this shift from the two-legged stool of asset management

US Bank on the 'dirty little secret' of applied foresight and 'future safaris'

At the base of the future is, contradictorily, the past and the lessons it offers us. Futurism or applied foresight is an investigation into the trends and trajectories of previous examples of these past situations.

More Than 72% of Financial Advisors Are Compensated by Fee-Based Models

Alternative fee structures and the option for clients to receive various planning services can be a differentiator

From Wealth Preservation To Value Creation: Family Offices' Venture Capital Revolution

This transformation represents both opportunity and challenge for the venture capital industry.

With uncertainty comes growing economic risk for the Fed to weigh

Employment growth has largely persisted

Jill Jones Provides Assurance on EB-5’s Stability

The next 24 hours saw a flurry of articles and statements from across the EB-5 industry,

Tariffs are causing a market meltdown—but some in the wealthy 1% see a chance to cash in

But the 1% aren’t necessarily surprised by the president’s actions and orders.

Five key charts from UBS's annual returns study

UBS’s 2025 Global Investment Returns Yearbook highlights the US, breaking down the ‘American exceptionalism trade’ and the sheer level of market concentration in tech giants.

IWD 2025: Championing Women in Financial Services

On International Women’s Day, industry leaders reflect on progress and the ongoing efforts to drive gender inclusion in banking and finance.

Dynasty Financial Partners Continues to Advocate for Stronger Female Presence in Wealth Management with 2nd Annual Trailblazers Series

Dynasty Foundation Offers Financial Incentive to Help Women Build Financial Advisory Careers

The case for office conversion

Repurposing outdated offices into much-needed residential units is part of the solution.

Comment, Analysis & Research