Managers of Wealth Americas

Wells Fargo: Investor Optimism Sheds Seven Years of Gains in Last Quarter

Thirty percent of workers will likely delay retirement and work longer as a result of COVID-19

The path ahead

Navigating financial services sector performance post-COVID-19

Biglaw Firm Gets In On the Fight For LGBTQ Rights

The fight against the rollback of LGBTQ rights continues.

Global Wealth 2020: The Future of Wealth Management—A CEO Agenda

20th Edition

BMO Report: Never a Better Time for High-Tech Sector to Carry the Torch

BMO's Technology & Innovation Banking Group continues to be well positioned to provide support in this fast evolving sector

Reality Sets In by Oppenheimer & Co.

The process of getting out of the proverbial ditch is challenging and progress is often met by setbacks. History has shown that keys to success for investors at times like these are patience, commitment, diversification and perseverance.

The Future of Marketing and Regulatory Communications

A survey of leading asset managers.

Inflation: The next threat?

The crisis has shown again that, under fiat monetary systems, the state can create as much as money as it wants.

SS&C GlobeOp Forward Redemption Indicator at 4.24 per cent for June

This level of redemptions is consistent with other recent data points, indicating generally steady overall trends in asset retention for the hedge fund sector since the Covid-19 outbreak.

The COVID-19 Investor Pulse Check Series

What is the impact of the crisis on investors’ expectations for the US economy, stock market, and business leaders?

Prospering in the pandemic: the top 100 companies

Public companies had the tailwind of a surprisingly robust stock market — which many believe is a bubble.

Trust Administration in Volatile Markets: How Should a Fiduciary React to the COVID-19 Crisis

Such volatility creates a challenging environment for fiduciaries charged with investing and managing trust assets.

USA Family Offices Lead Global Ranks with 3$396,000 Salaries

Family offices are loosely regulated, privately owned entities that manage money for the wealthy.

UBS Loses Two Teams in the South Producing Almost $17 Million

Another source outside the firm said the UBS team spent about a year on due diligence before accepting the Wells offer.

Record percentage of investors say stocks are overvalued, according to Bank of America survey

While valuation is never a good market timing tool, the survey’s readings should raise concerns considering its history and the large amount of money its respondents control.

U.S. bank profits plunge 70% on coronavirus loss provisioning

The new report, the first government survey of the industry since the pandemic shut down large parts of the economy, shows banks set aside $38.8 billion to cover potential loan losses in the future, up nearly 280% from the year prior.

Lockdown has crystallised what the S stands for in ESG – Aegon Asset Management’s CEO

The lockdown has allowed a crystallisation of the real performance on social issues versus mere policies and positioning.

Is it safe for bank examiners to return to the field?

With coronavirus cases still on the rise in several states, workplace health experts says it is possible to manage the risks of in-person bank examination responsibly.

Northern Trust Survey: Asset Managers Most Concerned about Managing Rising Costs and Driving Bottom Line Performance amid Global Market Turmoil

Global survey of 300 investment managers reinforces the value of Whole Office solutions for achieving greater efficiency and resiliency in investment operations

Characteristics Of Sustainable Business Leaders - RESEARCH

The report sets out to discover what can be learned from business leaders who are integrating sustainability across strategy, operations and stakeholder engagement and what this means for how board and C-suite leaders are selected.

Comment, Analysis & Research