Managers of Wealth Americas

Schwab Personalized Indexing Receives Upgrades

The platform, first launched in April 2022, now features digital client onboarding, an updated dashboard and the ability to exclude more individual stocks.

Investment Strategy

Goldman Sachs describes the deal as a significant reduction in uncertainty but a small reduction in spending.

Goldman Sachs Asset Management Announces Liquidation of Goldman Sachs MLP and Energy Renaissance Fund

"GSAM remains one of the largest asset managers in the energy infrastructure sector."

How much could you earn working for a family office?

A greater number and calibre of wealth professionals is required as the industry matures and expands globally

US banks prepare for losses in rush for commercial property exit

Lenders prepare to offload debt at a discount even when borrowers are up to date on payments

Bank of America CEO says company to slow hiring, predicts ‘mild recession’

“We’re not making layoffs. We’re trying to do it by attrition, but even the attrition slowed to half what it was last year. And when I talk to other companies, I get the same input.” Moynihan told Brennan.

The future of wealth advisory: new tech and deeper relationships

Owen O'Neill, Partner with PwC Canada Strategy&, explains how banks and advisors are balancing the benefits of technology with the needs of an aging client base

Expert warns of 'Succession syndrome' among the wealthy

The dynastic issues of hit show reflect those experienced by wealthy families

NYC Ditches Ties With Some Banks Over Discrimination Issues

The city made the move after seeking proof from financial institutions of their efforts to combat discrimination.

U.S. Bancorp investors are sitting on a loss of 39% if they invested a year ago

Since shareholders are down over the longer term, lets look at the underlying fundamentals over the that time and see if they've been consistent with returns.

Why Spending Cuts Likely Won’t Shake the Economy

With low unemployment and above-trend inflation, the economy is well positioned to absorb the modest budget cuts that President Biden and Republicans negotiated.

Gen Z is piling into property as a wealth builder says Royal LePage

New property investment report shows that this traditional asset class is more popular than ever with young Canadians

Bank Of America Predicts S&P 500 Will Test All-Time High This Year— But Other Experts Are Much More Cautious

Bank of America’s bullish forecast came amid a flurry of far more cautious predictions from Wall Street

JPMorgan’s most senior asset managers never leave

The private bank is also training people a lot more than before.

Ask CIO – Alternatives, equities, and fixed income

Economic uncertainty remains elevated, with worries over the US debt ceiling intensifying and central bank policy still in flux.

Brown Brothers Harriman Research Finds 71% of Private Business Owners Believe Their Organizations Are Recession-Proof

In spite of economic uncertainty, the inaugural BBH Private Business Owners survey found that 69% of business owners increased efforts to grow their businesses

Goldman Sachs resignation letter: Understaffing is part of the model

On balance, it's clear that Kleinlugtenbelt valued his time at Goldman and considers the firm a special place.

Can gig-economy workers have a pension? Here’s an option you probably haven’t heard about

A pooled registered pension plan (PRPP) is a modern, professionally managed tax-assisted individual retirement savings vehicle that is portable between jobs and low cost.

US Banks You Can Trust With Your Hard Earned Money

Asset-heavy, diversified and regulated banks like JPMorgan Chase, Wells Fargo, PNC Bank and U.S. Bank are among the safest banks in the U.S. and should be considered if you are weighing your options.

Jamie Dimon warns panic will overtake markets as U.S. approaches debt default

Treasury Secretary Janet Yellen has said the idea that the country could default should be “unthinkable” and would lead to economic disaster.

Comment, Analysis & Research