Managers of Wealth Americas

New Report Reveals Global UHNW Population Grew 1.7% in 2020 Despite Covid-19 Disruption

Wealth-X Launches the Ninth Edition of the “World Ultra Wealth Report”

Whitepaper Explores Common Types of Email Social Engineering Schemes

Cyber criminals stole more than $28 billion through email fraud from 2016-2020, according to FBI; new Chubb paper urges companies to reevaluate their business procedures and invest in updated technology defenses to help reduce exposures

Enigmatic Sallie Krawcheck finds success evolving her RIA to a more conventional high-net-worth business model, then proclaims her 'contrarian' bonafides

The former chief of Merrill Lynch brokers uses analyst's choice of Bank of America shares as example of also-ran thinking but her maverick approach with Ellevest may be declining.

World Wealth Report 2021

The 25th anniversary edition of the World Wealth Report found that it will be critical to invest in talent and technology to provide hybrid advisory services, based on human interaction and digital tools

Richardson Wealth Named on the 2021 List of Best Workplaces

Great Place to Work determined the best companies based on an overall Trust Index score from their Ontario-based employees.

New Bank of America Report Says Digital Currencies 'Could Boost Economic Growth' in Developing Countries

“Digital currencies have the potential to address many practical constraints on financial services in poor countries,” said Hauner.

Global Wealth Management Starts New Global Wealth Women Division

Amber Kelly, Wealth Advisor and Client Service Operations Director, started Global Wealth Women to help give women access to quality retirement planning focused on their specific needs.

Study Finds That Digitally Mature Companies Saw Valuations of 23%, on Average, Above Precrisis Levels Within Six Months of the Pandemic’s Start

The study revealed that despite major declines at the start of the pandemic, companies deemed the most digitally mature saw valuations 23% above precrisis levels, on average

Lincoln Financial Group Expands Advisor Managed Accounts Service

Additional customization and personalization to meet participant needs with dynamic Qualified Default Investment Alternative strategy

SS&C GlobeOp Forward Redemption Indicator: June notifications 2.68%

Fifteen months after the COVID-19 outbreak first impacted markets, the favorable trend in hedge fund asset retention remains firmly intact.

Review of the week: Federal foresight - Rathbones

The US central bank’s nod to the surging American recovery frightened markets last week.

US WealthTech Talks: Driving Efficiencies in Wealth Management with Technology

Technology in and of itself is not necessarily the answer but the intelligent deployment of the right technologies in the right framework can make huge a difference.

ERI’s John Shegerian Calls ESG ‘the Greatest Investment Trend of Our Generation’

Shegerian Applauds and Concurs with Citi’s Projections in CNBC Interview

BCG CEO Rich Lesser Named the Top CEO for Large US Companies by Glassdoor

Approval Rating of 99% by BCG Employees Helps Drive Number One Position in Annual Rankings from One of the World’s Largest Job and Recruiting Sites

Inflation unlikely to raise further: BofA

“Investors [are] bullishly positioned for permanent growth, transitory inflation and a peaceful Fed taper via longs in commodities, cyclicals and financials,”

Post-pandemic to-do: Why in-person financial advice tops the list

More Canadians are eager to see their advisor in-person than attend a concert, sporting event or visit a buffet restaurant, according to new TD survey

Do Elon Musk's Words Matter for Crypto in the Long Run?

It’s almost as if crypto doesn’t act like shares—so when the business media look at crypto, they don’t have a proper metric to evaluate.

Chetan Mehta on family office professionalisation and venture capital strategy

Mehta has been instrumental in institutionalising the WAMI family office by designing its governance framework, investment policy and strategic asset allocation framework.

Put Away Your Old Flip Phone And Say Hello to The New Era Of Wealth Management

Well, someday, we’ll be talking about the current state of WealthTech – and of wealth management in general – the same way we now remember those early portable computers.

The pressure's on for asset management transformation

Asset managers need technology to reshape product offerings and operational models, says report

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