Managers of Wealth Americas

What UBS Fight With Bloomberg Over Client Data Means for FAs

The UBS and StatPro deal calls for three to five years of transitioning before StatPro takes over the UBS Delta service entirely.

Voices When to show HNW clients the Roth IRA back door

Their ability to make contributions to a Roth IRA is curtailed, but not their ability to convert an existing traditional account to a Roth account

Crypto or Cryptic? Impacts of a growing industry by Greg Kok

The underlying technology, blockchain, was originally developed as a technological solution to support Bitcoin.

The Bad Money Habits of Millennials, Gen Z

On average, young adults expect to retire at 60 years of age, seven years earlier than full Social Security benefit eligibility for their age bracket.

Bond Owners Beware, Your Unethical Investments Can Be Bad for Business

Actively promoting values of life, liberty, environmental preservation and sustainability are not only beneficial to collective humanity, but can also be financially beneficial for investors.

Deval Patrick defends Bain Capital work: Never 'left my conscience at the door'

"I've never taken a job where I've left my conscience at the door, and I haven't started now," Patrick said.

The Global CIO Office Weekly by Gary Dugan

Consensus forecasts are that global growth will be around 3% through the balance of the year - sufficient to provide upside risk to inflation or at least the threat of it.

Ken Fisher Slams SEC Attempt to Tighten Broker Regulation

If the underlying problem is boundary confusion, changing the wording of the duty a broker owes to an investor does not address the problem.

Canadian equities rebound in Q2 2018, driving Canadian pension returns higher

The FTSE TMX Universe Canadian bond index also returned a modest 0.5 percent return, up from 0.1 per cent in Q1 2018

Advisory Firms With a Niche Are Far More Profitable

After a challenging 2016, advisory firms seem to have experienced a healthy comeback in 2017 across the majority of growth indicators, with nearly three quarters of firms reporting significant growth.

Best Practices For Integrated Family Wealth Planning

Developing financial goals is often easier said than done, especially when considering longer-term goals such as wealth transfer, charitable giving and legacy objectives.

How Hedge Funds And PE Funds Are Raising Considerable Assets From Single-Family Offices

Based on extensive research with single-family offices, the majority of them are doing a subpar job of identifying and motivating other professionals to provide vetted introductions.

Canada's richest 87 families have same wealth as 12 million people, report says

Based on wealth rankings compiled by Canadian Business magazine and data from Statistics Canada, the report found that Canada’s most affluent families are worth $3bn on average

Report Finds Growing Interest In Impact Investing Among Wealthy Folks In Canada

Of particular interest to entrepreneurs, the report also found that enterprises, as well as funds, need to be clear about their mission and impact goals.

When clients hire family caregivers, be careful, advisors warn

They also decided to sell her vacation home and put the funds into an account that the daughters could access to pay for her out-of-pocket medical expenses.

Nine megatrends of the future to shape investment growth - RESEARCH

The increasing power of the millennial generation will continue to influence business; a growing population will drive modernisation in food production and environmental conservation.

The $500 Billion Market the World Never Thought It Would See

After the financial crisis, China called for a new reserve currency to replace the U.S. dollar. Now it’s swimming in dollar-denominated bonds.

Simply Unsustainable by Gary Dugan

The US continues to mortgage its future and yet tries to call it an economic miracle.

Gig Economy Study Reveals Millennials Are Not the Only Generation Considering Contract Work

Most small business owners became self-employed by choice (60%).

SEI Study Reexamines the Changing Fee Model Through the Eyes of Advisors and Investors

The AUM Fee Model May Persist But Continue to Evolve with Advisors' Perceived Value

Comment, Analysis & Research