Managers of Wealth Americas

No One Wants to Hire the Fired Wells Fargo Branch Staffers

Regulators, lawmakers and the Wells Fargo board have questioned whether junior staffers were really to blame for the bank’s fake-account problem

Hedge Funds Are Leveraging Alternative Data In An Effort To Transform The Industry

A study conducted by Lowenstein Sandler confirms the use of alternative data is on the rise by hedge funds.

A Global View Of GDPR Progress

Participants in this study work in a variety of departments

Wealthy millennials turn to fintech solutions

This is also reflected in millennials’ lack of loyalty to a single wealth management provider.

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

Investors clearly believe hedge fund managers can generate attractive returns in the current volatile market environment."

High-net-worth Canadians shift focus from generating wealth to preserving what they have

Despite healthy bank accounts, a majority of wealthy Canadians said it's important that they not appear 'showy' with their money

Easy Money? Private Capital’s Drawbacks

Private capital providers are fighting to finance middle market firms. But finance chiefs should proceed with caution.

Writing down financial goals is a good beginning for wealth strategy, says adviser

Once clients reach the point that they are no longer saving but spending their retirement assets we do counsel them to dial back their risk tolerance

Here's why you should stay away from market volatility in your investments, says Marin County adviser

How do you help a client determine what level of risk they are comfortable with when it comes to investing their money? Are there key questions you ask to assess that risk?

Here's why you should stay away from market volatility in your investments, says Marin County adviser

Our ultimate goal is to design a strategy that incorporates all of the individual clients’ goals, objectives and time horizon for achieving them.

JPMorgan Chase CEO sees further hit from lower interest rates

The US central bank cut interest rates in late July to 2.0-2.25 per cent and is expected to cut again later this month, a major shift from a year ago when the Fed was raising interest rates.

Create Distinctive Customer Moments by Ensuring Trust in Onboarding by Kofax

These initial and information-intensive interactions are vital early experiences that set the tone for what should be a long-lasting and mutually beneficial relationship between the customer and the financial institution.