Managers of Wealth Americas

Investment Tax Management Is More Important Than Return, Cerulli Says

Parametric is a registered investment advisor that provides customizable investment strategies

State Street Issues 2025 Digital Assets Outlook: Institutions Double Down on Tokenization

Majority of institutional investors expect their digital asset exposure to double within three years, with over half anticipating 10–24% of investments to be tokenized by 2030.

New Report Reveals How The Ultra-Wealthy Will Travel In 2026

Findings show that high-net-worth individuals (HNWIs) are no longer satisfied with luxury for its own sake. Instead, they are pursuing exotic encounters, slowing down, and finding meaning.

US financial services firms cut 46k people this year, and plan to hire...75

Challenger, Gray and Christmas did not respond to a request to comment on how it arrived at these figures.

What do Fed rate cuts mean for investors?

A cooling US labor market gives room for the Fed to cut rates further, despite lingering inflation concerns.

Year-end priorities and a preview of 2026

In this report, we highlight year-end action items and provide a preview of new retirement planning provisions that go into effect in the coming years.

World Nears Quarter Million Crypto Millionaires in Historic Wealth Boom

This significant growth coincides with a watershed year for institutional adoption, highlighted by the first-ever cryptocurrencies launched by a sitting US President and First Lady.

Ex-JPMorgan analyst loses $50m at Citadel, walks into new job. Bank of America's big fee

Drawdown is hedge fund parlance for losing some of the capital you've been given to invest.

Lone dissent at Sept. FOMC vote seen as 'good sign'

The remaining 11 members — including Trump-appointed governors Christopher Waller and Michelle Bowman

First Interstate CEO: Colorado ‘a better opportunity’ after PNC move

Jim Reuter – who spent 37 years at FirstBank, most recently as CEO – said PNC’s acquisition of the Colorado bank creates opportunities for other local lenders to snag customers and talent.

How Investors Are Reacting To Citizens Financial Rate Cut, New CFO, and Workforce Investment

Shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research

What Ultra-Wealthy Clients Really Want From Advisors

Stop aspiring to sign these wealthy clients unless you can deliver that and more.

100 years of customs duties: the eventful history of US trade

Each tariff announcement triggers a chain reaction, shakes the markets and feeds economic uncertainty.

Schwab says branches are key differentiator despite digital growth

Firm is hiring for new locations while BofA launches opportunities for veterans.

Posthaste: Are you ready for the great wealth transfer? Many Canadians aren’t

Overall, 24 per cent don’t have any documentation regarding their end-of-life wishes.

Looking To Score: Family Offices Play Sports Investing Game

Along with sports, Goldman also featured artificial intelligence, secondaries and digital assets as prominent investment themes garnering the attention of family offices.

New era for multi-family offices heralded by Corient expansion

A series of mergers in the family office space signals a changing landscape for wealth management as the battle between scale and expert advice increases in intensity

Donald Trump is taking over the US Federal Reserve and financial markets have missed the point

It was statement that did not get the attention it deserved.

Bank bosses strike cautious tone on earnings calls as trade uncertainty lingers

CIBC, whose profits for the quarter topped $2 billion and beat market expectations, is well positioned to weather the volatility, Dodig added.

LPL Financial on target to retain 90% of Commonwealth financial advisors, Wolfe Research analyst says

However, Raymond James has had success recruiting Commonwealth advisors.

Comment, Analysis & Research