Managers of Wealth Americas

Advisors Expect to Accelerate Use of ETFs, Smart Beta

When asked to rate the most important traits to consider when selecting an ETF.

In or Out? Advisors Assess Retirement Plan Business Amid Regulatory Changes

Cerulli expects that advisors will increasingly turn to fiduciary outsourcing providers

US investors champion UK but global wealth managers look to reduce exposure post Brexit

The majority of international investors intend to invest less in the UK as a result of the Brexit vote

Predictions for financial services in 2017 - Mitek

2017 will see an end to regulatory leniency for Fintechs as the bell rings on play time

A principled response to Enron, 15 years on by Aberdeen Asset Managers

By playing at the boundaries of accounting standards, the US energy trader was able to hide its losses off balance sheet and continue to operate when it was in effect already bust.

Big banks in US could see fat payday under Trump

Trump’s cabinet appointments have furthered the sense that his presidency will be good for big finance

Here's what 9 Wall Street pros are predicting for the stock market in 2017

Near this time last year, the median year-end forecast for the benchmark S&P 500 index was 2,178 according to Bloomberg.

B.C.’s most expensive homes owned by offshore shell companies and trusts: Report

NDP Housing Critic David Eby says the report’s findings are sparking more money laundering fears.

Climbing the Wall of Worry – A Look Ahead to 2017

As we head into 2017 global monetary conditions are supportive of growth, and there is now active discussion about fiscal easing globally.

6 key M&A trends to watch in 2017 - Deloitte

Will the year-end momentum of 2016 continue into 2017?

State Street Global Advisors on 2017 Investment Outlook: Pivot To Find Growth amid Global Discord

Protectionism, Monetary Policy Shifts and a Focus on Fiscal Policy to Impact Well-Established Investment Beliefs

Investors in the Americas show soaring demand for green investments but barriers still remain: HSBC survey

The survey included insight from nearly 300 institutional investors and almost 300 corporations from 14 sectors across Europe, the Americas, Middle East and Asia.

Study Reveals 2 Types Of Investors And 3 Types Of Advisors

By providing personalized planning and comprehensive guided advice, advisors can help their clients build more wealth and help their practice grow more assets under management

While private equity slows, venture capital soars

Canada’s exit trends mirror those in the US, with private equity-backed exits set to drop 16% compared to 2015.

The Team at Dashboard Wealth Advisors Expands its Portfolio Management Capabilities

Dashboard Wealth Advisors announced today that it has expanded its investment management capabilities by engaging with Tidal Growth Consultants, a consulting firm headquartered in Manhattan, NY, providing Outsourced CIO services to financial advisors.

Comment, Analysis & Research