Managers of Wealth Americas

A Record Number of Americans Are Tapping 401(k)s for Emergencies — Should You?

Yet at the same time, more Americans are tapping their 401(k)s or similar plans for emergencies.

Paraguay – the Silicon Valley of South America?

After graduating she spent eight years working in Silicon Valley, near San Francisco, with roles at various American start-ups.

Asset Servicing Volumes Surge 25% YOY, Triggering a New Era of Automation and Efficiency, New Broadridge Study Finds

The study draws insights from over 270 industry leaders worldwide on the innovation, priorities and challenges that are shaping the future of asset servicing.

Advisor Productivity: Solving the Canadian Integration Gap

Partnerships between fintech companies and traditional financial institutions are less prevalent here than in other advanced markets.

Institutional Support for Shareholder Proposals Hits New Low, Broadridge ProxyPulse™ Report Finds

Institutional Shareholder Support for ESG at Its Lowest Level in Nine Years

Former PayPal and Former Intuit CEO Bill Harris to Showcase Evergreen Wealth and Tax Strategies for Options, RSUs and QSBS

Serial fintech pioneer Harris will share how founders, funders and senior executives who generate large equity value can take advantage of multiple advanced tax strategies

More than Half of Gen Z Canadians Feel Pressured to 'Fake' Financial Stability: TD Survey

Gen Z is anxious about their finances, and feeling conflicted and under pressure to keep up appearances despite struggling with rising costs and low income

US shutdown could spark regional bank crisis says fintech CEO

The warning comes as the standoff between Republicans and Democrats continues in the US, leading to the prospect of further layoffs across banking regulators and watchdogs.

Investment Tax Management Is More Important Than Return, Cerulli Says

Parametric is a registered investment advisor that provides customizable investment strategies

State Street Issues 2025 Digital Assets Outlook: Institutions Double Down on Tokenization

Majority of institutional investors expect their digital asset exposure to double within three years, with over half anticipating 10–24% of investments to be tokenized by 2030.

New Report Reveals How The Ultra-Wealthy Will Travel In 2026

Findings show that high-net-worth individuals (HNWIs) are no longer satisfied with luxury for its own sake. Instead, they are pursuing exotic encounters, slowing down, and finding meaning.

US financial services firms cut 46k people this year, and plan to hire...75

Challenger, Gray and Christmas did not respond to a request to comment on how it arrived at these figures.

What do Fed rate cuts mean for investors?

A cooling US labor market gives room for the Fed to cut rates further, despite lingering inflation concerns.

Year-end priorities and a preview of 2026

In this report, we highlight year-end action items and provide a preview of new retirement planning provisions that go into effect in the coming years.

World Nears Quarter Million Crypto Millionaires in Historic Wealth Boom

This significant growth coincides with a watershed year for institutional adoption, highlighted by the first-ever cryptocurrencies launched by a sitting US President and First Lady.

Ex-JPMorgan analyst loses $50m at Citadel, walks into new job. Bank of America's big fee

Drawdown is hedge fund parlance for losing some of the capital you've been given to invest.

Lone dissent at Sept. FOMC vote seen as 'good sign'

The remaining 11 members — including Trump-appointed governors Christopher Waller and Michelle Bowman

First Interstate CEO: Colorado ‘a better opportunity’ after PNC move

Jim Reuter – who spent 37 years at FirstBank, most recently as CEO – said PNC’s acquisition of the Colorado bank creates opportunities for other local lenders to snag customers and talent.

How Investors Are Reacting To Citizens Financial Rate Cut, New CFO, and Workforce Investment

Shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research

What Ultra-Wealthy Clients Really Want From Advisors

Stop aspiring to sign these wealthy clients unless you can deliver that and more.

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