Managers of Wealth Americas

Female Bond-Fund Managers Win on Returns as They Fight for Jobs

Data show that if women can buck the trends, investors will win.

UBS Reveals Top Reason Married Women Step Aside in Long-Term Financial Decisions: They Believe Their Husbands Know More

The majority of women (80%) are content with the current distribution of financial responsibilities in spite of the overwhelming research that 8 out of 10 women will end up alone, due to divorce or widowhood.

Millennial pension wealth declines following auto-enrolment roll-out

Millennials have seen their total wealth saved towards retirement drop since the introduction of workplace pension auto-enrolment, according to analysis by Equiniti.

What The Rich And Super-Rich Consider When Deciding On Citizenships And Residencies

According to Jafri, a number of factors regularly come into play when considering modifications in citizenship and deciding where to reside.

Spectre of left looms over Latam funds

Hollands says Tilney has a preference for Asia in emerging markets with the outlook for Latin America “mixed”.

Merrill Edge: No One Size Fits All for Retirement Savings

"Because there are so many variables, even the retirement researchers can't agree on a total dollar amount,"

A balanced portfolio with just one fund? It can be done

ETF-loving investors who want balance in their portfolios typically cobble together various funds to achieve the right mix of asset classes, sectors and geographic exposures.

Now Is the Time for Wirehouse Advisors to Go Independent

With firms leaving the Protocol for Broker Recruiting, it’s only going to get harder for breakaways.

JPMorgan Chase and other big banks take center stage

And then more results come Friday morning: Jamie Dimon's JPMorgan Chase (JPM) and scandal-ridden Wells Fargo (WFC) are the highlights. Citigroup (C) and PNC (PNC) will also release earnings Friday.

Canadian firms have work to do on reducing gender pay gap, says U.K. report

On average, women’s bonuses were between 64 and 72 per cent lower than their male counterparts.

Why Affluent Prospects Hire Their Advisor

The quality of the advisor is what seals the deal; the firm plays a minor role in the selection process.

GUEST ARTICLE - Unfriending Facebook - What's not to like? by Penny Lovell

Anyway, it’s certainly been a horrendous few weeks for the social media giant.

Larry Fink identifies China as critical BlackRock priority

CEO outlines opportunities created by Beijing’s reforms in annual shareholder letter

Wealth managers redraw business strategy for millennials

Millennials like to embrace diversity, sustainability, globalisation, disruptive technology, new business models, and entrepreneurialism like no generation before them

Market volatility in 2018 puts the focus on risk solutions by James Ramenda

Our models are completely transparent and comprehensive across asset classes and geographies, so all calculations are auditable and all risks are fully covered.

4 Ways The Financial Industry Fails Socially Conscious Investors

As most investors have historically set aside values to prioritize the bottom line, financial institutions haven’t felt an economic incentive to develop better solutions.

Why Family Offices May Invest In Late Stage Venture Capital

A sample case in point is the ride-sharing market.

Why Many Trusts And Estates Lawyers Are Missing The 2018 Gold Rush

The Tax Cut and Jobs Act of 2017 is certainly a powerful catalyst for generating significant new revenues.

The Rich And Super-Rich Are Increasingly Looking For Outstanding Experiences

To find or create these experiences, the rich and super-rich often turn to specialists.

Canadian M&A deals seen rebounding after sluggish first quarter

Canadian M&A activity in the first quarter of the year dropped to $54.2 billion

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