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What advisors want from Wealthtech

Everything will be fine “The future is about building better trust. We will build trust through accurate models and a…

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A Roadmap for WealthTech | money management

Lion’s share of technology coverage WealthManagement.com Focuses on the daily iterations of technology relevant to financial advisors and money managers—as…

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Lampert retires as heritage chair as REIT explores alternatives

(Bloomberg) — Hedge fund billionaire Edward Lampert stepped down as chairman of Seritage Growth Properties as it reviews strategic options,…

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These 10 Mutual Funds Have the Highest Exposure in Russia

(Bloomberg) — They may not have Russia to their name, but several popular mutual funds have significant investments in the…

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The race for the supply of the first US single-stock ETF is heating up

(Bloomberg) — Another firm has jumped in the race to offer the first U.S. exchange-traded fund that will allow investors…

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Mackenzie Investments CEO to step down

“On behalf of all of us at IGM, I want to thank Barry for his inspiring leadership and enduring contribution…

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Mercer Advisors Martin Lellis on Growth Through Talent Management

Sponsored by Schwab Advisory Services As organizations grow, top-to-bottom employees need to be aligned and motivated appropriately – and recruiting…

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Canadian generations divided on real estate potential by 2022

The survey was conducted in December 2021 for the Finder Retail Investor Sentiment Report before the conflict in Ukraine, which…

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Ken Griffin Talks Russia, Market Chaos and a Move to Go Public

  (Bloomberg) — Ken Griffin has encountered multiple challenges since founding Citadel three decades ago, including the 2008 financial crash…

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Five ways to avoid investment fraud

Five ways to avoid investment fraud money professional investor resources How can you find the right person and ask the…

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