Managers of Wealth Americas

U.S. Household Total Financial Wealth Exceeds $90 Trillion

Opportunity emerges for financial advisors to build relationships with mass-affluent and high-net-worth clientele

The rise of the outsourced CCO: Why investment advisers are making the switch

The modernization of the global workforce has transformed how the industry approaches compliance leadership.

Citi wealth says 'strategy is working' as net new assets surge

The division reported a 489% surge in its new investment assets in the fourth quarter.

Market psychology: a roadmap for rebuilding confidence

The global trade shock and associated uncertainties instigated by US President Donald Trump led to a deep equity market sell-off in recent weeks.

Letter from America: US Market Update

The US presents us with both an immense opportunity and a significant challenge—one that we are well-positioned to address.

Will mortgage rates ever be 3% again?

When will mortgage rates finally drop back down near the 3% mark?

The female JPMorgan banker whose cash bonus is twice as big as Jamie Dimon's

If JPMorgan's ROTCE is between 6% and 18% in years one to three, then Dimon will receive 0-150% of his award, depending upon where JPMorgan's ROTCE ranks relative to rivals'.

Digital Wealth Management Platforms Market Disruptions: The $18.59 Billion Opportunity Vendors Can't Afford to Miss

Digital Wealth Management Platforms Market Set for Explosive Growth, Projected to Reach $18.59 Billion by 2030

Younger Do-It-Yourself Investors in Canada Seek Human Financial Advice in Uncertain Economy, J.D. Power Finds

National Bank Financial and Wealthsimple Rank Highest in Their Respective Segment

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.

Comment, Analysis & Research