Managers of Wealth Americas

What banks should expect with Trump tax bill back on track

Those who broke from party lines against the package are calling for increased cuts to Medicaid and other programs

Half of Canadians unprepared for wealth transfer

Many are missing a critical financial safeguard, study shows

What to Look For (And What to Avoid) in UMAs

Despite increased popularity, the promise of UMAs has only been partially realized.

The future of banking is intelligent - but riskier than ever, study reveals

Banks must enable adaptable risk management into every layer of their digital and operational transformations

Trump plans to accept luxury 747 ‘gift’ from Qatar to use as Air Force One

The ‘flying palace’ would possibly be the most expensive gift ever received by the US government

Nickel Digital study with institutional investors and wealth managers predicts strong growth in tokenisation

The study with organisations invested in the sector found 87% believe fund managers will increasingly look at the potential to tokenise investment funds and asset classes over the next three years.

U.S. Household Total Financial Wealth Exceeds $90 Trillion

Opportunity emerges for financial advisors to build relationships with mass-affluent and high-net-worth clientele

The rise of the outsourced CCO: Why investment advisers are making the switch

The modernization of the global workforce has transformed how the industry approaches compliance leadership.

Citi wealth says 'strategy is working' as net new assets surge

The division reported a 489% surge in its new investment assets in the fourth quarter.

Market psychology: a roadmap for rebuilding confidence

The global trade shock and associated uncertainties instigated by US President Donald Trump led to a deep equity market sell-off in recent weeks.

Letter from America: US Market Update

The US presents us with both an immense opportunity and a significant challenge—one that we are well-positioned to address.

Will mortgage rates ever be 3% again?

When will mortgage rates finally drop back down near the 3% mark?

The female JPMorgan banker whose cash bonus is twice as big as Jamie Dimon's

If JPMorgan's ROTCE is between 6% and 18% in years one to three, then Dimon will receive 0-150% of his award, depending upon where JPMorgan's ROTCE ranks relative to rivals'.

Digital Wealth Management Platforms Market Disruptions: The $18.59 Billion Opportunity Vendors Can't Afford to Miss

Digital Wealth Management Platforms Market Set for Explosive Growth, Projected to Reach $18.59 Billion by 2030

Younger Do-It-Yourself Investors in Canada Seek Human Financial Advice in Uncertain Economy, J.D. Power Finds

National Bank Financial and Wealthsimple Rank Highest in Their Respective Segment

ARC Indices Estimates

Continuing the recent trend, Europe/UK equities outperformed the US and value stocks outperformed growth.

New Research Confirms Investments & Wealth Institute Certifications Provide Strong Competitive Edge for Financial Advisors and Wealth Management Teams

The study confirms that earning an Institute certification is more than an elite professional credential - it is a proven driver of competitive outperformance for both individual advisors and advisory teams.

Comment, Analysis & Research