Managers of Wealth Americas

Why the 'forgotten generation' is a powerful force in wealth management, consumerism

Gen X is a powerful cohort that controls huge wealth but also faces retirement challenges.

Millennials say they need $847,000 to feel ‘comfortable’ financially. Here’s how much Gen Z, Gen X and boomers want.

Here’s how much money you need to have saved, according to your age, to achieve financial comfort

125 immigrant billionaires now hold $1.3 trillion of America's wealth

Immigrants now hold 14 per cent of US billionaire slots and run Meta's AI lab, showing how deeply foreign talent shapes America's wealth and tech innovation

Should investors bet against DEI? What to know about new anti-'woke' index fund

The next couple years are going to decide if this strategy is a success.

How chivalry is destroying the careers of women in finance

Equally deadly to a female analyst is a soft touch.

Warren Buffett Owns 9 Ultra-High-Yield Dividend Stocks. Here's the Best of the Bunch.

Kraft Heinz's dividend yield isn't so high because the company has increased its dividend payout.

Investing as US slowdown, European awakening, reshuffle the outlook

The first signs of weakness are emerging in the labour market, while positive news on inflation is set to be tested as tariffs hit activity and consumption.

Thunes research reveals top growth drivers in consumer cross-border payments

Report reveals transformative potential of emerging payment technologies such as stablecoins and open banking in meeting consumer needs

Canadian retirees are being told to withdraw this shockingly low amount in 2025 — here’s why

Amid rising costs, volatile markets and new prospects for inflation, a lower rate could disrupt the way many retirees think about their financial strategies.

US Watch - Why tariffs will not unleash the next inflation wave

The reality has been much milder until now. Core goods CPI prices have risen by 0.15% between January and May this year.

New report highlights evolving investment suitability practices in Canada

The study, conducted by Canada’s Financial Wellness Lab in collaboration with Ortec Finance, provides insights into current industry practices, challenges, and areas for improvement.

Organic Growth Will Be a Defining Advantage as Financial Wealth Hits Record-High $305 Trillion

What defines winners today is no longer exposure to market performance or the ability to poach senior bankers

Canada appears to be losing appeal for millionaires, report reveals

Demand weakens along with other traditional destinations for wealth migrants

Schroders survey finds North American institutional investors are bracing for volatility and looking to active management

More than half expect increased market turbulence over the next 12 months, and that expectation has refocused their interest in active management.

Dollar slump ignites a rethink for private banks' portfolios

With the US dollar weakening, private banks are turning to hedging strategies and diversifying into assets like gold and European markets.

Towards a weaker dollar despite the uncertain environment

This suggests higher risk for these investors and lower demand all other things being equal.

High-Earning Women Are Slow To Invest, Capital Group Survey Says

The research found that not only are women are more open to financial advice than men, they’re also more likely to stay loyal to a financial advisor once they have gotten started.

BlackRock Study: Family Offices are in Risk-Management Mode, Focused on Increasing Diversification and Idiosyncratic Sources of Return

Alternative assets are more important than ever to family offices, making up 42% of their portfolios, up from 39% from BlackRock’s previous survey.

US Consumer Price Index edged lower than forecast in May

Weekly economic review for the week ended June 13, 2025

JPMorgan CEO Jamie Dimon gives chilling warning as US economy 'deteriorates'

'Employment will come down a little bit, inflation will go up a little bit—hopefully, it's just a little bit.'

Comment, Analysis & Research