Managers of Wealth Americas

How a family office can safeguard your legacy

As families accumulate wealth across generations, the need for effective management and strategic planning becomes increasingly important.

Majority of family offices shunning crypto and gold: J.P. Morgan

Family offices are largely shunning both traditional and emerging hedges such as gold, cryptocurrency and infrastructure due to high inflation concerns, according to J.P. Morgan.

Why business owners’ biggest planning gap comes after the sale

25th February 2026 – As more Canadian business owners prepare to sell, a lack of formal succession and post-sale planning is creating one of the most significant advice opportunities in the market.

Morning Coffee: JPMorgan revealed the reality of the banking jobs market now. The primary rule for analyst sleeping hours

JPMorgan didn't break out the number of jobs it has in each of these areas.

Richter Marks 100 Years as Canada's Only Business Family Office

elebrating 100 years is not only about highlighting our longevity, it is about recognizing our capacity to transform

T. Rowe Price Survey Finds Charitable Giving Planning Can Strengthen Advisor And Client Relationships

Investors want more help from their advisors with charitable giving—and those who receive it report higher satisfaction, trust, and loyalty

15 most recent bank failures

The Federal Deposit Insurance Corp. took over the $261.1 million-asset bank, and agreed to sell substantially all of its deposits and some of its assets to First Independence Bank.

Canada’s Banks Enter the Conversation as US Regionals Look for Deals

A handful of large regional US banks are likely kicking tires

What does Fed policy mean for investors?

The timing of the next rate cut may be delayed by stronger growth data and early signs of stabilization in the labor market, but the likelihood of further easing increases the importance of putting excess cash to work for investors.

Final weeks until Bank of America closes all 3,600 branches across the US for 24 hours in total blackout

BANK of America is set to shutter all of its branches in a 24 hour total blackout.

Emerging Asset Managers: Partnering for Growth and Success on the First Mile

At PwC, we understand the unique challenges emerging asset managers face as they enter the asset management industry.

Advisors Using New Tools To Free Up Time For Wealthy Clients, BlackRock Survey Says

The takeaway is that advisors who want to serve high-net-worth individuals—and the growing amount of assets they command—will need to modernize their operating models.

Why Global Elites Are Choosing Ultra-Private USD 5 Million-Plus Homes in Miami

Miami’s ultra-luxury real estate is booming, drawing global buyers with USD 5M-plus homes, private islands and world-class amenities.

Top Residence and Citizenship Programs for Migrating Millionaires

This is no longer a peripheral phenomenon at the margins of global mobility — it has become a defining mechanism through which capital, talent, and opportunity are being reallocated among jurisdictions.

BlackRock to trim around 1% of global headcount – report

The announcement comes as part of the firm’s customary review intended to enhance operational efficiency.

The $180 Trillion Paradox: Soaring U.S. Household Wealth, Sinking Financial Confidence

Yet survey data show that roughly two-thirds of Americans report living paycheck to paycheck

Nicolò Di Giacomo, Head of Family Office at Banor, on trends in the asset management industry

This deep-dive conversation provided invaluable insights for ultra-high-net-worth families, investors, and finance professionals.

Raymond James: Business Owners Prioritize Unlocking Concentrated Wealth to Pursue New Ventures

Resulting data from Raymond James’ survey of over 500 owners of privately-held businesses

US economy braces for slow, uneven growth in 2026

Economists see inflation, labour constraints, rising competition weighing on world's largest economy

Big Banks Enjoy Stealth Bailouts

The Federal Reserve Bank of New York (NYFed), acting like a financial Santa Claus to recklessly naughty bankers, delivered $17 billion in cash to an unknown bank or banks at 8 AM the morning after Christmas.

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