Managers of Wealth Americas

Merrill Edge: No One Size Fits All for Retirement Savings

"Because there are so many variables, even the retirement researchers can't agree on a total dollar amount,"

A balanced portfolio with just one fund? It can be done

ETF-loving investors who want balance in their portfolios typically cobble together various funds to achieve the right mix of asset classes, sectors and geographic exposures.

Now Is the Time for Wirehouse Advisors to Go Independent

With firms leaving the Protocol for Broker Recruiting, it’s only going to get harder for breakaways.

JPMorgan Chase and other big banks take center stage

And then more results come Friday morning: Jamie Dimon's JPMorgan Chase (JPM) and scandal-ridden Wells Fargo (WFC) are the highlights. Citigroup (C) and PNC (PNC) will also release earnings Friday.

Canadian firms have work to do on reducing gender pay gap, says U.K. report

On average, women’s bonuses were between 64 and 72 per cent lower than their male counterparts.

Why Affluent Prospects Hire Their Advisor

The quality of the advisor is what seals the deal; the firm plays a minor role in the selection process.

GUEST ARTICLE - Unfriending Facebook - What's not to like? by Penny Lovell

Anyway, it’s certainly been a horrendous few weeks for the social media giant.

Larry Fink identifies China as critical BlackRock priority

CEO outlines opportunities created by Beijing’s reforms in annual shareholder letter

Wealth managers redraw business strategy for millennials

Millennials like to embrace diversity, sustainability, globalisation, disruptive technology, new business models, and entrepreneurialism like no generation before them

Market volatility in 2018 puts the focus on risk solutions by James Ramenda

Our models are completely transparent and comprehensive across asset classes and geographies, so all calculations are auditable and all risks are fully covered.

4 Ways The Financial Industry Fails Socially Conscious Investors

As most investors have historically set aside values to prioritize the bottom line, financial institutions haven’t felt an economic incentive to develop better solutions.

Why Family Offices May Invest In Late Stage Venture Capital

A sample case in point is the ride-sharing market.

Why Many Trusts And Estates Lawyers Are Missing The 2018 Gold Rush

The Tax Cut and Jobs Act of 2017 is certainly a powerful catalyst for generating significant new revenues.

The Rich And Super-Rich Are Increasingly Looking For Outstanding Experiences

To find or create these experiences, the rich and super-rich often turn to specialists.

Canadian M&A deals seen rebounding after sluggish first quarter

Canadian M&A activity in the first quarter of the year dropped to $54.2 billion

Wells Fargo Sales Push Extended to Wealth Unit, Ex-Workers Say

Wealth advisers as recently as 2016 were given ambitious quotas and could earn extra pay by steering clients into loans and accounts with recurring fees

5 Things To Know About Fintech, According To NASAA President

But, the one thing to understand, is that technology always outruns regulation.

Mandeville is a Finalist for the Fundserv Award for Advisor Network/Brokerage of the Year

Theo Kalamaras), Young Gun of the Year (Adam Schacter, Sean Moir) and Rising Star (Jeff Letchford) at the 4th annual Wealth Professional Awards, the premier independent awards in the wealth management and financial advisory services industry in Canada.

Lisa Detanna Named to Forbes’ List of Best-In-State Wealth Advisors

This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.

Study: Midlife 'wealth shock' may lead to death

The heightened danger of death after a devastating loss, which researchers called a "wealth shock," crossed socio-economic lines, affecting people no matter how much money they had to start.

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