Managers of Wealth Americas

This Is Canada’s Top Cannabis Banking Group

Canaccord leads its competitors in underwriting as well as financial advising of over $1.5 billion of bank financings of cannabis-related businesses.

Five Cross-Generational Transformations Of Successful Family Enterprise

After creating wealth in a first generation, our research has revealed several common shifts in the families culture.

China High Rollers March on U.S.

The U.S. is home to an estimated 199,000 of the ultra-wealthy, while a mere 38,000 call China home, according to BCG.

TC Wealth Partners and Trust Company of Illinois Celebrate 25 Years of Serving High Net Worth Individuals, Families, and Institutions

Chicago-area wealth management firm marks milestone.

Investment Advisors Need To Grow Their Practices Organically Or They Will Likely Fail

At the same time, some broker/dealers have made considerable efforts to grow by bringing over new investment advisory practices.

For Wealth Managers, Advanced Analytics Are a New Key to Success

As the Digital Landscape Evolves, Institutions Must Leverage the Full Spectrum of Available Data to Create Personalized Client Experiences, Deepen Loyalty, and Create New Value, Says Report by The Boston Consulting Group

Corporate pension funded status dips by $2 billion in May

Funding ratio for Milliman 100 PFI plans remains level at 91.6%

Number of $1 billion-plus private equity investors up 14% in 2018

Largest Investors Allocate $1.54tn to Private Equity

Experienced Advisors Bullish on Alternatives - RESEARCH

Currently, 34% of advisors surveyed have at least 5% of client assets in private equity funds and 27% have at least 5% of client assets in hedge funds.

Value Of Premium Wealth Management: Survey Shows What Investors Really Want

Engaging clients with broader relevance, proactive skills, and a modern hassle-free user experience have replaced beating the index

Smart Homes Aren’t Automatic Money Makers as Investments

Wiring your home with smart technology can add up to a substantial investment, but you shouldn’t expect it to pay off in an easily quantifiable way when it comes time to sell.

Peace of Mind and Happiness Trump Your Clients' Material Wealth Goals

Meanwhile, 28% of men value the power and influence that wealth brings

Wealth Access Named Three-Time Finalist in the 2018 WealthManagement.com Industry Awards

The leading account aggregation and personal financial management (PFM) platform was nominated in the TECHNOLOGY PROVIDERS: Wealth Reporting/Personal Finance Managers category.

Young high-net-worth Canadians inspired and optimistic they will have a positive impact on the world

Survey reveals generational differences among wealthy Canadians on philanthropy, legacy and social responsibility

Overlooked Millionaires: Finding A Home In The Democratized Family Office Model Of Financial Advice

According to Bloomberg (subscription required), the number of millionaires in the U.S. increased by 2.4 million from 2010 to 2015 alone.

U.S. Companies Shelter 40 Percent Of Foreign Profits, Study Finds

The massive Republican corporate tax cut won’t likely encourage the return of sheltered money to America.

Pershing: LatAm advisors increase mutual fund holdings by $3bn

In the year ended March 31, Latin American investors went from holding $20.8 billion worth of mutual funds through Pershing to $24.1 billion, which represents a 16% increase, Calvario said.

Crypto a threat to central bank driven monetary policy says IMF

In a world of decentralised currency, the role of a centralised monetary policy is uncertain

US household wealth tops $100 trillion for first time

Real estate prices rose by $500 million from the previous quarter.

How to get narcissists to give money to charity

They’re not known for their empathy, but this trait can be exploited

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