Managers of Wealth Americas

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

Wall St. Profits Return to Pre-Pandemic Levels

Continued support for other sectors that have been slow to recover is needed to speed recovery to their pre-pandemic levels and to help offset the decline in Wall Street-related tax revenues.”

Market turbulence forcing asset managers to re-evaluate outlook – McKinsey

Mr. Kwek said some measure of belt-tightening is inevitable, but it's an interesting time in the industry because "belt-tightening does not get rid of $71 billion in costs."

Stress-test financial plans to ease client anxieties

After recent turmoil, clients may be more willing to consider high-risk events

Why focusing on diversity is not just the right thing to do, it's good business

The financial services industry has a big opportunity to make a difference

Stress-test financial plans to ease client anxieties

After recent turmoil, clients may be more willing to consider high-risk events

Nearly $70 trillion in family wealth is set to change hands. How to create a drama-free estate plan.

The silent generation and baby boomers, upon their death, will transfer an estimated $30 to $68 trillion to adult children.

Billionaire Dan Och Slammed By Hedge Fund For 'Mismanagement'

A trial over the records demand is scheduled to kick off Dec. 16 in Delaware Chancery Court.

Almost half of the ultra-rich haven’t figured out how to pass on their wealth, research finds

While the 4,500 investors from 14 regions, who each have over $1 million worth of assets

Clients Remain Patient Despite Market Volatility, Brokers and Plaintiff Lawyers Say

Since the beginning of the year the S&P 500 was down by 23%, while the Nasdaq Composite was down 34% through Oct. 19, according to the Motley Fool website.

Wealthy buyers turn cautious on luxury home loans

Rising interest rates and economic turmoil have led to a climate of uncertainty, even for the super-rich

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