Managers of Wealth Americas

Patchy Economic Recovery - Not To Worry

The rest of the labour market report implied an upbeat message for growth

Celebrate Good Times, Come On!

Vaccination programs bring hope for a strong rebound by summer

Best Practice Guide to Knowledge Management by CITCO

The impact of KM to an organisation is significant, with Fortune 500 companies losing roughly USD 31.5 billion a year by failing to share knowledge, according to Forbes.

The Canadian family office: an industry in its infancy

What exactly is a family office?

Fisher Investments' US Private Client Group Passes $100 Billion in Assets Under Management

Firm's largest business unit now serves over 65,000 high net worth Americans

IR 2020 review: manager operations scrutinized through ESG lens

The net result is that ESG considerations are now firmly entrenched in the investor relations process.

Canaccord Genuity Group Inc. Reports Third Quarter Fiscal 2021 Results

Excluding significant items, Third quarter earnings per common share of $0.62 (1)

QWealth partners with wealth management firm

Partnership with $280 million AUM operation includes Vancouver Island company's first 'breakaway bank advisor'

Cerity Partners Adds Bainco International Investors

The wealth management practice brings $1.1B in AUM and 16 professionals to the firm

The Family Wealth Alliance Releases 2020 Fees & Pricing in Family Wealth Report

Based on reported and observed returns on managed assets, it sets new benchmarks and best practices for fees and pricing in the family wealth industry.

Goldman Sachs Wants to Get Cozy With Main Street and Its Money

Bank targeting mass affluent in latest personal-finance push

WE Family Offices Shortlisted in Three Categories for the 2021 Family Wealth Report Awards

This marks the sixth consecutive year that WE Family Offices has been considered for the Family Wealth Report Awards.

Going beyond binary investor personas

BMO Global Asset Management is actively exploring ways to ignite more engaging ESG conversations, says CEO Kristi Mitchem

Estate Planning Tips and Tricks

Nobody wants to confront their own mortality. But estate planning doesn't have to be difficult, complicated or expensive.

Fortis Lux Expands Services to Help Businesses Thrive Amid COVID Economy

Announces strategic partnership with Big Apple Accounting, Tax & Advisory ("BigAppleAccounting")

Raymond James Financial Reports First Quarter of Fiscal 2021 Results

Record quarterly net income grew 16% compared to the prior year’s fiscal first quarter primarily driven by the aforementioned higher revenues and a lower effective tax rate, which more than offset the negative impact of lower short-term interest rat

CAPTRUST Opens Pittsburgh Office with the Addition of PWA Wealth Management

PWA was founded in 2003 and advises on more than $800 million in assets for individuals, small business owners, and institutional clients.

Your Investor Confidence Index

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

Atria Acquires Sixth Independent B/D, SCF Securities

SCF Securities would add $4 billion in assets under administration and about 150 advisors to Atria Wealth Solutions’ platform.

Trends in wealth management driving the industry's future

From disruption to transformation

Wealth and Asset Management