Managers of Wealth Americas

73% of Financial Advisors to Accelerate Asset Allocation to ETFs in 2020, According to New Broadridge Survey

Variations in ETF Usage Reveal Opportunities for Asset Managers to Rethink Distribution Models

Wealth management in the 2020s: “It will be necessary...to push for innovation through analytics”

Below is a Q&A with Chacon, who spoke about his year as the bank’s Global Wealth leader, what he learned, and his outlook for the wealth management sector in the 2020s.

Shifting attitudes; shaping societies

Withersworldwide’s report notes that many want to see wealthy people engage more directly, openly and actively in the debate around the better uses of wealth in society

Are Corporate Actions Being Treated Fairly? by William Rouse, Contemi

At a time of unprecedented change, when recurring demands are made on firms’ data management, processing and reporting capabilities, nobody wants to add to their operational burdens.

Cybersecurity Threats Call for a Global Response

Different public agencies within a country need to communicate seamlessly. And most challenging, information sharing between countries must improve.

There’s long-term upside to looming bank stock volatility

Portfolio manager says volatility emerging from new reporting practices might spook the markets, but doesn't reflect company fundamentals

3 Resolutions Cannabis Investors Should Make for 2020

Following these rules will help minimize the risks of investing in what's thus far been a volatile industry.

BMO survey: 2.4% of funds manage consistent top-quartile gains over last decade

13.4% achieved above-average returns

10 Banking Trends for 2020: Stormy Weather Ahead

There’s an argument to be made that 2020 could be the year in which the long post-financial-crisis recovery of the banking industry and the rise of fintechs as major industry players both get blown off course.

Brevan Howard Main Hedge Fund Gains 8% in 2019 as Inflows Return

A spokesman for Jersey-based Brevan Howard declined to comment.

Interview: 2020 Forecast On Tax Legislation And Regulations

2019 was not a banner year for tax legislation.

Canadian recession not expected in 2020, despite uncertainties: economist

A healthy labour market and turnaround in the housing sector helped the Canadian economy grow

The big shifts in family office succession and recruitment for 2020

One big shift we could see happening that would really benefit this space on an industry level is finding ways for different family offices to collaborate with each other

The big shifts in family office succession and recruitment for 2020

one big shift we could see happening that would really benefit this space on an industry level is finding ways for different family offices to collaborate with each other

Number of UAE expats looking to emigrate to Canada 'surges' in 2019

Cost-effective options gaining popularity, says consultancy firm

Out of Control by Gary Dugan

The markets view the immediate risks as two-fold, firstly the threat of inflation from persistently higher oil prices and secondly a dip in global growth.

These Key Tech Trends Will Shape Philanthropy In 2020

These trends will continue to shape how we approach philanthropy in 2020 and for years to come.

Why 2020 Could Be The Year More Breakaways Jump Ship

But while broker-dealers may be gung-ho about upcoming recruitment opportunities, they’re not unaware of challenges that lie before them.

Investor confidence down by 1.3 points in December

The Investor Confidence Index measures investor confidence or risk appetite quantitatively by analyzing the actual buying and selling patterns of institutional investors.

Adapt or Perish

Preparing for the Inescapable Effects of Climate Change

Comment, Analysis & Research