Managers of Wealth Americas

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.

The Real Art Behind Trump-SoftBank $50 Billion Deal

The president-elect’s tweets notwithstanding, the plan was likely to happen no matter who won the election

2017 Market Outlook: BofA Merrill Lynch Global Research Calls Heads or Tailwinds as Markets Swing on Policy Shifts

The Economy Resuscitates, Stocks Gain, Rates Rise, Inflation Grows; Heightened Volatility and Potential for Big Market Swings Likely

Hedge Funds' Unlikely Savior

The collapse in correlations is the best news that hedge funds could have hoped for.

Hedge funds closures set for worst year since 2008

Investors continue to pull money citing poor performance and fees

Investing in 90 percent of hedge funds isn’t worth it: critics

This year New York City, New Jersey, Rhode Island and Illinois pledged to withdraw as much as $7 billion from their allocations.

Client demand and technology driving move to comprehensive wealth management

We need the best technology, but we can't let technology detract from relationships

Overlooked Gem? The Underserved Generation X

The Rise In Digital Advice Platforms Has Caused Providers To Pivot Attention To The Next Big Thing

Advisors weigh pros, cons of hedge funds in portfolios

Many investors might incorrectly perceive hedge funds to be a risky investment to a portfolio

A Cheat Sheet on the Deglobalization of the Financial World

From banking credit, bond-market flows to emerging-market capital trends, we present a bevy of charts to sketch the landscape for financial globalization.

Innovation Barrier: More than Half of 401(k) Plan Sponsors Express Concern Over Potential Litigation

This mindset can make plan sponsors reluctant to adopt new products, such as those focused on retirement income.

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