Managers of Wealth Americas

Why you should choose your clients wisely

Some advisors take on too many clients outside their core market, warns Cerulli Associates

Posthaste: Canadians are richer than ever before — and they've never had so much debt

Blame rising home prices for the conundrum

A whole new paradigm: the next decade

This was already the case before Russia invaded Ukraine

Report: The biggest offshore trends among US and LatAm advisors

The French firm’s latest Latin American and US offshore portfolio barometer survey also revealed that ESG investing had surged among its offshore clients last year.

Is Wall Street Doing Enough to Ostracize Russia? “That’s Not Our Job,” Says Goldman Sachs CEO

The invasion presents Solomon, 60, with a new test as a wartime CEO.

Deglobalization to Dominate Asset Management by 2030 - REPORT

Additionally, 85% of investments will be in local versus cross-border investments by 2030, versus 74% in 2021, a substantial shift.

How To Stay Ahead Of The Changes In Marketing Development Fund Management

Clay Tuten is VP of Marketing for KeyMark, a U.S.-based process automation software company.

Citizens provides new $20 million credit facility to Oscar de la Renta

The Citizens team has deep knowledge of the retail landscape and their close attention to detail made for a seamless execution.

Leaders in FinTech: International Women’s Day 2022

To mark the occasion this year, we reached out to our leaders to get their perspectives on today’s environment for women in FinTech and HealthTech—and what advice they have for those entering the field.

Why protecting clients from fraud isn't a zero-sum game

Portfolio manager and advisor speaks out on industry’s duty toward Canadians, and what can be done to keep them safe

Canadian Bank CEO Pay Rises An Average Of 28%

Canada’s largest by market value and revenue, had a 40% increase in income -- to $16.1 billion -- during the year.

Offering Cryptocurrency as an Investment Option - Where Do I Start?

Picking the right partners then preparing for what’s next.

What Do Model Portfolio Users Expect from Model Providers?

Advisors in every business model and asset range are using models in their practices in some measure for accounts of all sizes.

5 reasons why fintech M&A is hitting new highs

Fintechs are motivated to engage in M&A for several reasons, including broadening the services they offer, overtaking the competition, or covering more geographic territory.

Canadian Banks Well Positioned to Benefit from Rate Hikes

Revenues grew strongly across most segments.

Succession planning needed to bridge family office generation gap

Survey confirms challenges from differences in values between older and younger generations

Family offices embrace crypto: BNY Mellon

The survey found three-in-four family offices are engaging with cryptocurrencies by either investing in or exploring them, while 23% have no exposure and are not interested.

Blackstone Plans to Double Headcount in Asia Targeting Wealthy

Wealthy Asians pour money at record pace into alternatives

Canadian banks set for quarterly profit growth, but costs, margins could deal blow

Royal Bank kicks off results reporting on Thursday.

Advice and fintech the key to unlock $10 trillion UHWI market in US - study

Performance reporting systems will need to support private investments that are not valued daily and often not held at mainstream custodians.

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