Managers of Wealth Americas

Gen Z workers can't cover a month’s expenses, but could leverage their big advantage over older counterparts

This puts an entire generation at increased risk of debt and vulnerability if they’re laid off.

What does regulatory reform mean for banks?

There is growing recognition that the current regulatory framework may have become overly complex and burdensome—potentially hindering banks’ ability to finance the economy.

The global ultra wealthy population projected to surge by more than 33% over the next five years, expected to boost demand for luxury real estate

New York remains the world's top hub for ultra wealthy homeowners; Miami tops second-home rankings globally

The End of U.S. Exceptionalism – an interview with Samy Chaar

While a recession may be avoided, political risks and investment paralysis loom.

Wealthy Americans are reimagining wealth and life outside the US

Traditionally domestic-oriented US investors are starting to rethink their options about where to base their business and family affairs

How to get a job in private equity

Private equity funds invest in large companies that are held privately – that is, not listed on public markets.

Why the 'forgotten generation' is a powerful force in wealth management, consumerism

Gen X is a powerful cohort that controls huge wealth but also faces retirement challenges.

Millennials say they need $847,000 to feel ‘comfortable’ financially. Here’s how much Gen Z, Gen X and boomers want.

Here’s how much money you need to have saved, according to your age, to achieve financial comfort

125 immigrant billionaires now hold $1.3 trillion of America's wealth

Immigrants now hold 14 per cent of US billionaire slots and run Meta's AI lab, showing how deeply foreign talent shapes America's wealth and tech innovation

Should investors bet against DEI? What to know about new anti-'woke' index fund

The next couple years are going to decide if this strategy is a success.

How chivalry is destroying the careers of women in finance

Equally deadly to a female analyst is a soft touch.

Warren Buffett Owns 9 Ultra-High-Yield Dividend Stocks. Here's the Best of the Bunch.

Kraft Heinz's dividend yield isn't so high because the company has increased its dividend payout.

Investing as US slowdown, European awakening, reshuffle the outlook

The first signs of weakness are emerging in the labour market, while positive news on inflation is set to be tested as tariffs hit activity and consumption.

Thunes research reveals top growth drivers in consumer cross-border payments

Report reveals transformative potential of emerging payment technologies such as stablecoins and open banking in meeting consumer needs

Canadian retirees are being told to withdraw this shockingly low amount in 2025 — here’s why

Amid rising costs, volatile markets and new prospects for inflation, a lower rate could disrupt the way many retirees think about their financial strategies.

US Watch - Why tariffs will not unleash the next inflation wave

The reality has been much milder until now. Core goods CPI prices have risen by 0.15% between January and May this year.

New report highlights evolving investment suitability practices in Canada

The study, conducted by Canada’s Financial Wellness Lab in collaboration with Ortec Finance, provides insights into current industry practices, challenges, and areas for improvement.

Organic Growth Will Be a Defining Advantage as Financial Wealth Hits Record-High $305 Trillion

What defines winners today is no longer exposure to market performance or the ability to poach senior bankers

Canada appears to be losing appeal for millionaires, report reveals

Demand weakens along with other traditional destinations for wealth migrants

Schroders survey finds North American institutional investors are bracing for volatility and looking to active management

More than half expect increased market turbulence over the next 12 months, and that expectation has refocused their interest in active management.

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