Managers of Wealth Americas

Credit Suisse Group AG executes capital increase by way of share placement and announces the final terms of the rights offering

This announcement is not an offer of securities for sale in the United States.

You Can Grow HSA Money For Retirement, Too, RBC Wealth Says

Advisors need to help them build their HSAs into their wealth planning and retirement planning

Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds

The mobile app really is becoming the center of the modern wealth management client user experience, and that’s true not just for do-it-yourself investors but also for those who work with a financial advisor.

AM Best Comments on Credit Ratings of Nassau Financial Group, L.P.’s Insurance Subsidiaries Following Announcement of Delaware Life Insurance Company of New York Acquisition

This transaction follows several others made by Nassau over the previous couple of years and is in line with their current growth strategy of acquiring small to midsized life/annuity blocks of business, while continuing to grow annuity sales.

15 Biggest Banks In The World

In recent years, State Street Corporation has been expanding its reach beyond traditional financial services.

Majority of Canadians believe more education is needed on financial fraud & cybersecurity awareness, according to Scotiabank Fraud Awareness Poll

Scotiabank becomes first Canadian bank to offer interactive fraud simulations to help customers identify cybercrime

‘Stagflation’ now the consensus view, says Bank of America survey

The regular survey paints a gloomy economic picture for 2023: a net 73 percent of respondents expect the global economy to weaken in the next 12 months, while a net 77 percent say a recession is likely, the highest level since April 2020.

Funds Want Cash, but is it King?

Could cash be the one true hedge in a downturn? Funds seem to think so

EY Global Alternative Fund Survey finds substantial investor confidence and increasing maturation in alternative asset management industry

Seventy-five percent of investors feel that their managers met or exceeded performance expectations during a challenging and volatile market period

White Rock, Surrey wealth advisors among B.C.’s top 10 best

Making sense of money: 10% of province’s top wealth advisors located in White Rock

Why slow wealth industry must do better to attract women advisors

Women clients control trillions of dollars and rising, yet only 23% of advisors are female

Signs of ‘peak inflation’ emboldens markets

Not since the market confusion in the early days of the COVID pandemic have we witnessed so much movement in both equity and bond markets.

Without data collection, improving diversity remains steep climb

There's only one way to know if there's a problem … and that's to collect the data

Taking the lead: Boost the value of equity awards for employees

Employers have a unique opportunity not only to lead in these uncertain times but to also attract top talent.

New Altrata Report: Global Ultra Wealthy Population Shrinks by 6%

North America and Europe see sharp declines, while the UHNW population grew in China and the Middle East

J.P. Morgan Releases 2023 Long-Term Capital Market Assumptions, Forecasting Best Long-Term Returns in More than a Decade

While many investors are rightly focused on elevated inflation and other near-term headwinds, inflation is expected to cool over the next couple of years and long-term return projections have shifted meaningfully higher.

New Report: ABA, Oliver Wyman Examine Growing Significance of Trusted Digital Identities in Financial Services

The report also provides context around the broad set of vendors and other solutions available to help meet the identity-related needs of financial institutions.

Hedge Funds: A look back at third quarter 2022 and what may happen next

Investors faced continued headwinds during the third quarter of 2022 as global central bank tightening caused equity, fixed income, and credit markets to sell off.

How can I manage geopolitical volatility?

From Russia's weaponization of global energy and food prices to US efforts to decouple China from the global semiconductor sector, investors with global portfolios need to factor supply chain and policy risks into investment decisions.

IG Wealth Management Study: Canadians Putting a Premium on Advice as They Navigate Current Market Environment

Ms. Van Cauwenberghe noted that, in times like these, it is especially important for Canadians to work with a financial advisor who has the knowledge and expertise to review all aspects of their financial world and ensure they have a holistic financial pl

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