Managers of Wealth Americas

Lack of trust and low levels of digital skill constrain remote working

The research found that while employees were keen to embrace remote working

Global sustainable fund assets almost double to near $4trn

Morningstar flows report shows SFDR boost, while Moody's predicts sustainable bond issuance will top $1trn.

Balancing technology and personal interactions

Whether family offices with multi-generational families or high-end wealth managers looking to appeal to clients’ heirs, technology can bridge the generational divide.

Odyssey CEO runs 50km race to raise money for kids with cancer

Your donation will help to change the life stories of the children who are battling the toughest fight, cancer.

What is happening in the investment markets?

Equities are normally the best hedge against inflation, provided the companies are well selected to have solid productivity, pricing power and the ability to absorb increases in costs.

Survey Highlights Operational Resilience and Lasting Value in an Uncertain World

More than 62% of respondents agree AI and ML use cases have grown.

One of world's largest investment firms will need permission to hire White men

State Street Global Advisors previously commissioned the 'Fearless Girl Statue' that stared down Wall Street’s 'Charging Bull' sculpture

Bank of America Executive Sees Crypto as Asset Class: 'I Don't View It as Competition at All'

Bank of America COO Tom Montag talked about cryptocurrency Thursday in an interview with Chainalysis CEO Michael Gronager at a conference hosted by the blockchain analytics firm in New York.

40-Year-Old Canadian Wealth Manager May Enter In Crypto

The research of Bloomberg’s experts seems 100% true and can be seen through the planning of a 40 years old wealth manager firm “IGM Financial Inc”. At present, IGM is managing around $260 billion worth of funds.

Ally Financial to present at the Citi 2021 FinTech Virtual Conference

Ally Financial Hans Zandhuis has present at the Citi 2021 FinTech Virtual Conference on Tuesday, Nov. 16, 2021, from approximately 10:30 - 11:05 a.m. ET.

JPMorgan Touts Hedge Funds, Real Estate Over Crypto for 2022

So-called alternative assets, which also include digital currencies, private debt and private equity, “should continue to outperform into 2022,” JPMorgan strategists wrote.

New survey finds Canadians get passing grade on financial knowledge, but more than half underestimate how much they know

"It's encouraging to see that young people want to expand their financial knowledge,"

Don't Choose Extinction

The amount spent directly on these subsidies could pay for COVID-19 vaccinations for every person in the world

Why So Few Rich Americans In The Pandora Papers?

The primary reason that wealthy American no longer show up routinely in offshore disclosures such as this is that the cost-benefit of hiding offshore accounts from the IRS is not favorable.

Innovating to net zero: An executive’s guide to climate technology

Advanced technologies are critical to stopping climate change—and the drive to develop and scale them is accelerating. Here are five themes that could attract $2 trillion of annual investment by 2025.

Banks Race Toward Technology Solutions to Path Future Growth

As private bank and trust executives strive to retain advisors (61%), improve client experiences (52%), and mitigate reputational risk (48%), investing in technology has increased

Client Reporting: One Size Doesn’t Fit All

The right type of solution can allow for quick adaptation of these common elements to support the nuances of a particular client’s communications.

Adopting a Billionaire Mindset with Borrowing

Billionaires multiply their wealth by borrowing against their assets to pay for new investments. But they aren’t the only ones who can use leverage to their benefit.

Bank of America Better Money Habits Research Finds That, Despite Barriers, 80% of Gen Z Are Taking Positive Steps Toward Achieving Their Financial Goals

Survey Explores How Ethnicity and Gender Influence Young Adults’ Access to Financial Resources and Guidance, Further Underscoring the Need to Address Financial Education Gaps

Nearly Half Of America’s Richest Billionaires Have Fortunes In These Two Industries

The 103 finance and investment billionaires on the list include traditional stalwarts like Warren Buffett and Carl Icahn, plus newer billionaires such as private equity CEO Ramzi Musallam and Susquehanna International Group founder Jeff Yass.

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