Managers of Wealth Americas

Navigating the US regulatory maze: What real estate managers need to know

At IQ-EQ, we are trying to help RE managers navigate the complex maze of SEC regulations.

1 in 5 Canadian wealth clients will switch firms within three years

EY wealth research suggests firms need product breadth and qualified advice to retain and attract clients

SS&C Intralinks Sees Steady Increase in Global Mergers & Acquisitions Activity in Q3 2021

Continuing the positive trend, the amount of announced global M&A volume is expected to grow by greater than 10% in Q3 compared to the same period last year

Banks back in spotlight again – for all the wrong reasons

From inhuman working conditions to shrouding claims of harassment and discrimination

Building bridges, breaking barriers

Why do only 20% of couples participate in financial decisions equally?

The future of wealth management is hyper-personalisation, says Objectway survey

The paper illustrates interesting findings on the applications of hyper-personalised services in Wealth Management

EY survey finds one in five Canadian investors plan to switch wealth management firms

Canadian investors value products and services above all other aspects of their provider's approach and an increasing number of investors in Canada are interested in accessing a greater range of products.

Rich epiphany or virtue rewarded? :Mike Dolan

The survey showed 68% want to make more of a difference in the world

Russell Investments Study: Canadian Financial Advisors Added More Value Amid Pandemic Turbulence

Tangible benefits of working with an advisor add 3.95%, surpassing the typical 1% fee

Stablecoin payments firm Circle raises $440m from Fidelity, Bloomberg’s philanthropy arm, others

Circle has recently announced several high profile hires, including Dante Disparte, who joined as Chief Strategy Officer from Diem (formerly Libra).

Canada’s big banks are seeing their profits soar. Here’s how they’re making their money

TD Bank Group saw its profit more than double compared with a year ago as the bank recovered some of the money it set aside for loans that could go bad.

Is Inflation The Biggest Threat To Family Offices - Scenarios To Navigate

If this is the case, this will be a highly significant driver of financial markets, real estates and private assets, largely because investors have not had to deal with inflation for decades.

Bermuda increases its dominance of the US mortgage reinsurance market

The biggest jump occurred in 2019, when it increased to 43.8 percent, from 33.7 percent the previous year.

Sports and Philanthropy Top the Pursuits of the Wealthy

Writing, politics, and art round up the top 10, according to Wealth-X, a global information and insight provider on the wealthy.

Bank of America CEO says capitalism is 'the best way to solve the challenges that are facing society'

Sen. Pat Toomey got the CEOs of all 6 banks present at the hearing to voice their support for capitalism

Net zero carbon: Is it all just hot air?

These GHG, or carbon, emissions have contributed to the steady rise in global temperatures.

How to maintain and deepen relationships with research & due diligence teams

Aligning your firm’s distribution, marketing and product development efforts to the unique demands and needs of these teams has never been more critical and is no longer a suggested best practice, but a requirement for approval on their platforms an

Boston Private 2021 “Why of Wealth” Study Reveals Generational Differences in Definition of Wealth

Study further examines the impact of Covid-19 on perceptions and uses of wealth

Media Advisory - RF Capital Virtual AGM Being Held on May 26, 2021

Shareholders who hold their common shares with a bank, broker or financial intermediary and wish to vote at the Meeting must carefully follow the instructions provided by their intermediary.

Choosing Health Over Wealth: Two Thirds of Employees Prioritize Mental Wellbeing Over Higher Salary

Amid the rising need for mental health and wellness resources, Lincoln Financial has curated a collection of multimedia tools and materials to help employers keep their workforces healthy and productive, helping them protect their finances today and save

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