Managers of Wealth Americas

A Schwab-TD Ameritrade deal would shift 'balance of power' in digital advice

Schwab grew its digital assets by 23% year-over-year, according to the firm.

SS&C GlobeOp Forward Redemption Indicator at 4.81 per cent for November

The SS&C GlobeOp Forward Redemption Indicator for November 2019 measured 4.81 per cent, up from 3.76 per cent in October.

Gartner Says Disruptive Changes Are Opportunities for Top CFOs

Gartner Research Shows Six Disruptive Trends that CFOs Can Turn into Opportunities

Advisory Firms Continue to Experience Steady Revenue Growth Despite Stagnant Compensation and Productivity

According to the study, conducted by InvestmentNews Research, firms of all sizes experienced double-digit growth with median growth rate reaching 11% in 2018

America’s Top 50 Givers

Meet the philanthropists who gave away the most money in 2018.

Canadian billionaires: Here are the 41 richest people in Canada in 2019

Jospeh Tsai is the second wealthiest person in Canada, with a whopping estimated net worth of $10.2 billion.

Boomers Are Thriving on an ‘Unprecedented’ $9 Trillion Inheritance

U.S. households poised to inherit $36 trillion over 30 years

U.S., New Zealand, Canada and Israel are the top countries for women entrepreneurs

Women entrepreneurs are opening businesses at a higher rate than before, but challenges persist

Gender investing gap costs women in the long run, Krawcheck says

"The goal is to get more money into the hands of women," says Ellevest founder

It's A Silent Night For '12 Days of Christmas' Prices

PNC celebrates 36th year of tallying the cost of the gifts in the classic holiday song

How Machine Learning is Changing Data Management and Investment Processes for Active Managers by Martijn Groot, Asset Control

The ability to analyse data has progressed to apply natural language processing to earning call transcripts to assess whether the tone of the CEO or CFO being interviewed is positive or negative.

Credit Suisse Might Lower Bonuses at Investment Banking Unit

In the nine months ended Sep 30, 2019, revenues from this segment declined 27% on a year-over-year basis.

Location, location, location: Where’s your chief executive office?

The PPSA is largely based on the UCC framework and the PPSAs of each common law Canadian jurisdiction are generally very similar to each other.

Boo-hoo billionaires: why America's super-wealthy are afraid for 2020

As Warren and Sanders have gone on the attack, some plutocrats are getting angry at the billionaire-bashing – and others are running for the White House

CIO Weekly - Don't Give Up on a Fed Rate Cut by Gary Dugan

The Atlanta Fed’s GDP Now and the New York Fed’s GDP Nowcast estimate of fourth-quarter GDP growth based on the flow of economic data fell to a range of 0.3% to 0.4%.

Income and Wealth not the Driver for Prosperity in High-Growth Markets - Global Study

The research by PayU found that three quarters of people in high-growth markets do not identify wealth and income as a driving factor of prosperity.

Meet the typical millennial millionaire in America

Who has a real-estate portfolio worth $1.4 million, is married, and is more likely to live in California than any other state

World’s Rich Readying for Major Stock Sell-Off, UBS Wealth Says

"They see global interconnectivity and reverberations of change impacting their portfolios more than traditional business fundamentals, a marked change from the past.”

There are only 5 ways to become a billionaire — and none of them involve being successful in free market capitalism

That bailout is a hidden insurance policy, still in effect, with an estimated value to the big banks of $83 billion a year.

Why You Should Manage Your Wealth Like A Business

Numerous factors, both internal and external, can play a role in the erosion of family wealth.

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