Managers of Wealth Americas

Caisse's Sabia warns U.S.-China trade rivalry could further split global economy

Trade tensions between the United States and China have flared repeatedly since U.S. President Donald Trump imposed punitive tariffs last year

‘Difficult’ conversations between advisors and investors must be a balancing act

That’s just one of the many difficult conversations financial advisors face as they guide clients along the paths set out in their financial plans.

A simple investment strategy is offering its best return in 26 years

Bonds and stocks have returned healthy gains in 2019.

Raymond James’s Net Income Jumps 21% in FY 2019, But Brokerage Revenues Down

Net revenues rose 6.6%, or $466 million, to $7.74 billion. Pre-tax income of $1.38 billion increased $64 million, or 5%.

Goldman Sachs Goes Downmarket

Goldman acquired Joe Duran’s United Capital earlier this year, an RIA with $25 billion in assets that serves a wide range of clients.

Luigi Wewege Outlines the Current Three Best International Banking Jurisdictions and Why

The only way to know which jurisdiction is best for you is to look closely at what each one has to offer.

Top 10 Countries & Regions Leading The Big Data Adoption In 2019

The up-surging trends predict the new age technologies like big data will soon become mainstream while further helping conceive novel business models.

Do all mutual funds need to notice file with all jurisdictions? A review of Blue Sky laws

Blue sky analysis is based principally on an examination of available exemptions

Parties to M&A must be diligent about climate change

It is expected that further pro-environment legislative changes will follow as uncertainties related to climate change risk become increasingly mainstream and dire.

A Global View Of GDPR PRogress

Participants in this study work in a variety of departments, including IT, IT security, compliance, legal, data protection office and privacy.

Goldman Sachs CEO Denies Gender Bias In Credit Limits For Apple Card

The Apple Card, Apple's first credit card, was introduced by the tech giant in March this year in partnership with Goldman Sachs and Mastercard.

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

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