Managers of Wealth Americas

Mercer slams ‘unfair’ fund fees

Consultancy calls for new framework based on calculations of realistic outperformance

State Street chief takes aim at high-cost index providers

Ron O’Hanley sees Fidelity’s no-fee funds move as a warning for brand-name benchmarks

Rich parents are paying millions to be able to walk their kids to school

Rich families are spending millions to live within walking distance of the best schools, according to data by Realtor.com, cited by Mansion Global.

Canada Ranks 9th in 2018 Natixis Global Retirement Index

“We hope this report will serve as a framework for much-needed dialogue among policymakers, pension managers, workers and the financial industry about how to meet the needs of today’s retirees while preserving retirement security for future ge

Closing the gap: Leadership perspectives on promoting women in financial services

Our research for Women in the Workplace, a collaborative initiative between LeanIn.Org and McKinsey, examines the gender-parity gap in financial services and looks at what can be done to close it.

Canada a Pawn in Global Money Laundering

“More scrutiny is given to individuals registering for library cards, than to those setting up companies in Canada” says Meunier.

United States top, Britain second in financial activity

It gave the United States the top overall score of 79 out of 100.

Why Many Entrepreneurs Are Missing Opportunities To Maximize Their Wealth

For entrepreneurs, the key to maximizing personal wealth regularly requires working with highly proficient client-focused professionals.

Institutional Investors Have High Hopes for Hedge Funds in 2019

Despite mediocre returns in 2018, most investors are optimistic about the next 12 months.

CLOs Are a Hot Investment for Wealthy Families

Yield-hungry investors are snapping up collateralized loan obligations, but some worry there’s trouble ahead.

A.I. could spur global growth as much as the steam engine did, study shows

The analysis examines how economic gains and losses are likely to be distributed among firms

Why Many Entrepreneurs Are Missing Opportunities To Maximize Their Wealth

For entrepreneurs, the key to maximizing personal wealth regularly requires working with highly proficient client-focused professionals.

Big name investors are dipping their feet into marijuana

Billionaire Leon Cooperman piped up on a recent earnings call for Green Thumb Industries, a Chicago-based grower and seller of medicinal cannabis that recently went public in Canada.

More institutional investors putting money on ESG

While results from the foundation's 2018 survey won't be available until November, a more recent Callan LLC survey found ESG factor incorporation increased among U.S. asset owners in 2018.

Signature Bank Chicago Named one of the Best Banks to Work For in the U.S.

The assessment consists of two surveys that gather detailed information about each participating bank.

Fund Managers Cite Data, Regulation as Major Challenges – State Street

The survey found that 64 percent of asset managers have an increased appetite for launching cross-border products in the next five years.

Global investor confidence falls by 7.4 points in August to 94.3: State Street

"This sentiment was also seen across global equity markets as defensive sectors outperformed."

How to Build a Sustainable Bond Portfolio

‘Good’ bonds are hard to find, so Wall Street is getting inventive.

HNW Investors Pay Close Attention to Inflation as They Prepare for Retirement

Sixty-eight percent say they pay close attention to inflation as they prepare for retirement.

Millionaires Jumping Ship Yet Another Symptom of Brazil's Woes

The Global Wealth Migration Review, sponsored by the Mauritius-based AfrAsia Bank, tracks wealth migration trends over the past 10 years.

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