Managers of Wealth Americas

Survey: Investors Showcase Shift in Fixed Income Strategies Amid Search for Higher Returns

State Street Global Advisors’ Survey Highlights Allocation Toward Fixed Income Index and Alternative Investment Strategies

How To Close The Generational Wealth Gap

Specific wealth-building actions have been isolated to only those with existing wealth and we are focused on breaking through this barrier and expanding the accessibility of wealth-building tools and strategies to all.

Why inflation ‘hurts women more,’ according to Sallie Krawcheck

The index used a variety of metrics, including women’s employment rate, student debt, the Consumer Confidence Index, inflation, the gender pay gap, paid family leave, abortion access, corporate leadership, and venture capital funding for women.

One in four companies globally have suffered a data breach that cost them US$1 - 20 million or more in the past three years

Four in five organisations state that a comparable and consistent format for mandatory disclosure of cyber incidents is necessary

EY achieves highest growth in nearly two decades, reports record global revenue of US$45.4b

This marks one of the most successful years in the history of the organization with the highest growth seen in nearly two decades attributed to the EY NextWave strategy to deliver long-term value for EY people, clients and society.

Wansheng Jerry Liu Honored Among 2022 Outstanding 50 Asian Americans in Business

Liu is involved in numerous community activities, serving as a volunteer in various charitable nonprofit organizations, and has provided pro bono legal services to indigent clients through the firm’s pro bono programs.

Fed ready to bring the pain in inflation fight

US central bank delivers unprecedented third back-to-back 75 basis point hike and signals inflation battle far from over.

IG Wealth Management Announces Changes to Fund Line-up to Deliver Enhanced Diversification Benefits to Clients

Effective on or about September 22, 2022, the iProfile Canadian Equity Private Pool will be amended to reflect the addition of sub-advisors to certain mandates.

Billionaires: Lululemon founder pledges $76m to save Canada's wilderness

In our fortnightly round-up of the world's super wealthy, Ray Dalio makes a gloomy prediction for stocks and the economy and SoftBank founder Masayoshi Son revives discussions of a third Vision Fund

Goldman faces consumer bank inquiry from the U.S. Federal Reserve: Bloomberg

Goldman Sachs declined to comment

Morningstar downgrades $2.8bn Matthews Asia Dividend fund on strategy shift

The Matthews Asia Dividend fund moved from dividend payers to dividend growers, altering its profile and its response to different market conditions, according to Morningstar.

How Raymond James is helping 'scared' cross-border clients

Steven Marcus saw an opportunity when he moved to Canada after 20 years on Wall Street

Quantis to Join BCG to Accelerate Sustainable Transformation

“In the face of ever-pressing environmental challenges, we keep investing boldly in our climate and sustainability market leadership,”

A New Mix of Internal and External Portfolio Management

This brief report focuses on strategies that can help public asset owners successfully adapt to their changing environment.

State Street Global Advisors Survey: Investors Placing Greater Value on Their Financial Advisors’ Guidance Amid Uptick in Market Volatility; Nearly Half of Millennials Believe Now Is a Good Time to Invest in The Market

State Street Global Advisors Benchmark Survey1 provides additional insight as to why Gen X balks at the idea of using a financial advisor.

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