Managers of Wealth Americas

Self-made millionaire says the concept of retiring early ‘will disappear’ due to the coronavirus pandemic

“I think the whole idea of retiring early ... will disappear because of this,” he tells CNBC

In this time of COVID-19, does personal data privacy get thrown out the window?

Business owners in the private sector have become invaluable partners of contact tracing efforts through their conduct of temperature screening

Management of coronavirus contagion containment in workplaces

Such has now paved the way to new measures (temperature scanning, self-assessment forms on 14 days’ previous Coronavirus at-risk contacts, dealing with on-premises reported suspicious cases) which have their consequences privacy-wise.

Wealth managers field onslaught of calls from investors spooked by virus

Clients want reassurance yet remain alive to investment opportunities as markets roil

Advisors Try to Make It Business as Usual Amid Market, Virus Setbacks

Stifel told about 75 employees on the third floor of the building that they must work from home until April 1, and requested that colleagues on the fourth floor work remotely “at least through the end of week,” pending an additional deep clean

Covid-19: a dress rehearsal for the climate emergency?

Since it was first detected in December 2019, the virus has spread rapidly, having been declared a Public Health Emergency of International Concern on 30 January 2020, and is now characterised as a pandemic by the World Health Organisation.

G4S posts drop in profits on higher costs

The security firm is in the middle of a transformation programme.

BMO Q1 profit rises to $1.5 billion despite "challenging revenue environment"

The Toronto-based lender's North American personal and commercial banking businesses performed "very well"

U.S Master Trust Universe Posts Negative Result

Real estate outperformed as global market performance negatively impacted equities in Q4

SQN Capital Management Announces Strong Growth

The new program is being offered outside of the UK and with a cost of capital lower than any of the existing SQN programs, which should further expand market opportunities for the group.

SEI adds USD1.1bn in new OCIO assets in Q4 2018

SEI's non-profit OCIO business now consists of 185 clients and over USD25 billion in assets under management.

3 Japanese Banking Groups Post Lower Profits in April-Dec.

The dismal results reflected poor performances of trading and asset management operations as well as increased loan loss reserves.

Stifel Reports Fourth Quarter and Full-Year 2018 Financial Results

The Company’s reported GAAP net income for the three months ended December 31, 2018 was primarily impacted by merger-related expenses.

Raymond James's Wealth Management AUM Plunges 10% in Latest Quarter

Quarterly pre-tax income likewise set a new record, reaching $164 million

Market Volatility Has Impacted Americans’ Financial Satisfaction

It will provide an empirical measure of how the average American is feeling about their finances in these dynamic times.

Goldman Sachs shares surge after fourth-quarter profit tops expectations

The bank’s shares rose 3.6 percent to $186.40 in premarket trading

J.P. Morgan misses profit expectations for the first time in 15 quarters

But plunging markets also impacted the bank's asset management division and resulted in a $150 million markdown on private equity holdings.

BNY absorbs severance costs as investment management, wealth assets drop 6%

Client redemptions largely came from index and cash strategies, which saw $11 billion and $10 billion, respectively, in net outflows in the fourth quarter.

Bank of America earnings beat estimates

In the same quarter a year ago, the bank's profit was hit by a large one-time charge related to the corporate tax overhaul passed in late 2017.

BlackRock profit results fall short of expectations, assets fall back below $6 trillion

BlackRock's adjusted reported bottom line represents a 2 percent decline from the year-earlier period, when its posted a profit of $6.19 per share.