Managers of Wealth Americas

High-net-worth Canadians shift focus from generating wealth to preserving what they have

Despite healthy bank accounts, a majority of wealthy Canadians said it's important that they not appear 'showy' with their money

Easy Money? Private Capital’s Drawbacks

Private capital providers are fighting to finance middle market firms. But finance chiefs should proceed with caution.

Writing down financial goals is a good beginning for wealth strategy, says adviser

Once clients reach the point that they are no longer saving but spending their retirement assets we do counsel them to dial back their risk tolerance

Here's why you should stay away from market volatility in your investments, says Marin County adviser

How do you help a client determine what level of risk they are comfortable with when it comes to investing their money? Are there key questions you ask to assess that risk?

Here's why you should stay away from market volatility in your investments, says Marin County adviser

Our ultimate goal is to design a strategy that incorporates all of the individual clients’ goals, objectives and time horizon for achieving them.

JPMorgan Chase CEO sees further hit from lower interest rates

The US central bank cut interest rates in late July to 2.0-2.25 per cent and is expected to cut again later this month, a major shift from a year ago when the Fed was raising interest rates.

Create Distinctive Customer Moments by Ensuring Trust in Onboarding by Kofax

These initial and information-intensive interactions are vital early experiences that set the tone for what should be a long-lasting and mutually beneficial relationship between the customer and the financial institution.

Millennials Look to Jet Off With Their Investments

A new survey shows large numbers of GenZers and Millennials are investing and saving their hard-earned cash for travel

State Street Global Advisors publishes engagement stats

Last year SSGA sent letters to 344 companies raising gender diversity concerns

Investment Professional of the Future

Changing Roles, Skills, and Organizational Cultures

Being Part of the In Crowd

How to harness the power of a connected network.

15 extreme risks for investors revealed

Willis Towers Watson believes that, in this environment there is no ‘single answer’ for portfolio construction.

SunTrust Bank to Donate $250,000 to American Red Cross for Hurricane Dorian Disaster Relief

SunTrust Bank also Accepting Financial Donations at All Branches

Pennsylvania Has a Looming Retirement Crisis

That’s about half of what financial advisors recommend to maintain one’s pre-retirement standard of living.

Chicago’s deficit heralds US pensions crisis

New mayor Lori Lightfoot unveiled $838m shortfall last week

The Art of Money Laundering

“Sometimes,” he says, “the provenance of the funds can be more critical than the provenance of the art.”

Mastering the operational challenges of hybrid funds by Umer Malik, SS&C

The idea of having access to both liquid and illiquid investment strategies through a single vehicle is appealing to both individual and institutional investors.

The Top 30 Largest Foreign Holders Of U.S. Treasury Debt: Japan Surpasses China

Other major countries holding U.S. treasuries include the United Kingdom ($341.1 billion), Brazil ($311.7 billion), Ireland ($262.1 billion), Switzerland ($232.9 billion), Luxembourg ($231 billion), Cayman Islands ($226.6 billion), Hong Kong ($215.6 billi

Fund management chiefs hit by big pay cuts in 2018

Sector reins in awards but CEO remuneration still faces scrutiny

Top 20 pension funds’ AUM declines for first time in seven years

Assets under management (AUM) at the world’s largest pension funds fell in value by 0.4%

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