Managers of Wealth Americas

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

Millennial millionaires have a large share of their wealth in crypto, CNBC survey says

The results highlight a new generational divide in wealth creation from crypto, with younger investors able to earn vast fortunes from the surge in the prices of bitcoin, ether and other digital currencies.

Despite COVID-19, Global Financial Wealth Soared to Record High of $250 Trillion in 2020

Total Global Financial Wealth Reached New Heights in 2020, Rising 8.3% as Strong Stock Market Performance and a Spike in Savings Fueled a Wealth Boom, Says New Report by Boston Consulting Group

The rise of using cryptocurrency in business

Considering the benefits of crypto

Why Institutional Investors Are Viewing Digital Assets In A New Light

CEO of IPC, a technology and service leader powering the global financial markets.

Comment, Analysis & Research