Managers of Wealth Americas

US growth leadership, neutral rates, unpredictable geopolitics, and the accelerating AI race set to shape 2026

EFG expects the United States to be the fastest-growing advanced economy in 2026.

Bank of America -Inside the Modern Family Office: Complexity, Innovation, and a Generational Shift

Generational transitions, economic optimism, and rapid technological advancements are reshaping how family offices manage and preserve multigenerational wealth.

Why Some 401(k) Plans Still Resist Auto Features

And how RPAs can help move the needle.

Will Mamdani’s Proposed Millionaire Tax Save Or Sink New York City?

Zohran Mamdani won over New York City voters by promising to make the city more affordable with a rent freeze and free services funded in part with an added tax on the rich.

When small businesses struggle, Canada struggles. Is your bank ready to step up?

Recent survey results highlight key banking challenges for Canada’s small- and medium-sized businesses (SMBs), and how banks can elevate their services.

What do Fed rate cuts mean for investors?

While the tone of the meeting was more hawkish than markets expected, we still expect another 50bps of rate cuts between now and the first quarter of 2026, and with policy rates set to fall, we advise investors to put cash to work.

Linda Mack of Mack International was interviewed in the September publication of ThinkAdvisor on the subject of UHNW client services

On Family Offices being skilled at getting member clients to "open up" and how that applies to financial advisors.

A huge wealth transfer is coming — but most Americans don't have a will

Estate planning isn't just for the wealthy

A Record Number of Americans Are Tapping 401(k)s for Emergencies — Should You?

Yet at the same time, more Americans are tapping their 401(k)s or similar plans for emergencies.

Paraguay – the Silicon Valley of South America?

After graduating she spent eight years working in Silicon Valley, near San Francisco, with roles at various American start-ups.

Asset Servicing Volumes Surge 25% YOY, Triggering a New Era of Automation and Efficiency, New Broadridge Study Finds

The study draws insights from over 270 industry leaders worldwide on the innovation, priorities and challenges that are shaping the future of asset servicing.

Advisor Productivity: Solving the Canadian Integration Gap

Partnerships between fintech companies and traditional financial institutions are less prevalent here than in other advanced markets.

Institutional Support for Shareholder Proposals Hits New Low, Broadridge ProxyPulse™ Report Finds

Institutional Shareholder Support for ESG at Its Lowest Level in Nine Years

Former PayPal and Former Intuit CEO Bill Harris to Showcase Evergreen Wealth and Tax Strategies for Options, RSUs and QSBS

Serial fintech pioneer Harris will share how founders, funders and senior executives who generate large equity value can take advantage of multiple advanced tax strategies

Comment, Analysis & Research