12/27/2023
Market Watchers See Return to ‘Normal’ in ’24
Retirement savings portfolios may see less volatility next year, say Bank of America, Goldman, LPL and Vanguard.
Comment, Analysis & Research
12/22/2023
What This Wealthtech Investor Predicts for 2024
FTV Capital’s Adam Hallquist discusses the wealth tech industry and what trends he’s seeing.
12/22/2023
The New Models Of Wealth Management: AI And DQ
This generational shift will clearly demand a new approach to wealth management that understands the changing expectations and behaviors of future clients.
12/21/2023
Global banks see no recession, US companies are more circumspect
Real money managers are in no doubt about which side to trust.
12/21/2023
Investors haven't been this bullish since the start of 2022, Bank of America survey shows
The question of when will it become appropriate to begin dialing back the amount of policy restraint in place
12/20/2023
Doves in the Ascendency
The Fed is signalling three rate cuts next year; the market is pricing around six.
12/20/2023
Digital reinvention fuels a fast-growing luxury sector
It’s a particular boon for publicly listed luxury goods companies.
12/19/2023
For Gen X, a 'dream retirement' is a long shot
The next generation to be retiring has a lot of catching up to do
12/19/2023
Morning Coffee: the JPMorgan banker who doesn’t want Jamie Dimon’s job. The AI robot that could save your career.
No matter how ambitious you are or how happy in your current job
12/18/2023
Asset management giant opens door for US-style exec bonus structures
It noted that there had been an increased push towards remuneration structures that are more closely aligned to US-style pay
12/18/2023
Central banks set to remain cautious
Fed, ECB and BoE expected to maintain interest rates at current levels, consider rate cut around mid-2024
12/14/2023
Is tax management top of mind?
This means many clients are likely missing out on tax management opportunities available throughout the year.
12/14/2023
Help Wealthy Clients Pass on Philanthropic Values to Their Children
It’s time to have uncomfortable conversations; advisors must step up.
12/13/2023
Building a new operations talent pipeline
New George Brown program begins January, training candidates for admin, operations, compliance & sales roles
12/13/2023
Markets pricing in good news on inflation and rates
Behind the positive sentiment is the expectation of continued good news on inflation that would allow central banks to bring rates lower swiftly in the new year.
12/12/2023
Richard Weiland, TEP Interviewed by Canadian Family Offices
In this piece, Richard provides a plain language overview of what estate freezes are and when you might consider using one, along with the advantages and disadvantages of using this estate tax planning vehicle.
12/11/2023
High-net-worth individuals and families have worrying gaps in their financial security
New report shows lack of protection for possessions, data, and reputation
12/09/2023
US economy needs to tread a fine line
As a result, US data will need to come in neither too strong, nor too weak over coming months.
12/08/2023
Global wealth management investment survey 2023
This year’s study illustrates how wealth managers globally remain dedicated to delivering excellent client service.
12/08/2023
In what way will globalization impact US businesses?
The effects of globalization on US businesses are both far-reaching and transformative.