Wealth and Asset Management

Investment firms seek to face down Trump threat

Best Private Banks in the World 2026: Features, Services & Global Leadership

MCF Advisors Expands Louisville Presence with Addition of Accredited Wealth Management

ABN AMRO announces significant risk transfer transaction with Blackstone

Storen Financial Establishes Strategic Alliance with Dynasty to Enhance Wealth Management Model

TIAA Wealth Management Unveils Rebrand Expanding Access to Financial Advice

People Moves

LPL Recruits Advisor Melissa Mirabile To Launch Forest Lake Wealth Partners At Linsco With $280 Million In Assets

Michael Nathanson Steps Down as Focus Financial CEO

Vanguard Recruits Former Schwab VP To Head $100B Western Wealth Team

Charles F. Lowrey Elected to the Board of Directors of BNY

LPL Welcomes Forest Lake Wealth Partners to Linsco

PlainsCapital Bank Welcomes Tina Hicks as Vice President, Senior Wealth Management Administrator at The Private Bank

Legal, Regulation & Compliance

US Bank Regulator Allows Five Digital Asset Firms To Launch Trust Banks

Danske Bank confirms conclusion of US Department of Justice probation

Fed data suggests central bank has stopped losing money

Budget boost for UK wealth managers

What do Fed rate cuts mean for investors?

Trump frees New York private equity executive who defrauded victims of $1.6B

FinTech

OpenAI is the 2025 Yahoo Finance Company of the Year

JP Morgan arranges US Commercial Paper issuance for Galaxy holdings on Solana

PNC First Major Bank to Launch Direct Bitcoin Access for Clients, Powered by Coinbase's Crypto-as-a-Service Infrastructure

Canadian Fintech Tuhk Inc., Founded by Ethoca and NuData Security Veterans, Raises US$6 Million Seed Round Led by FINTOP, with Lloyds Banking Group and Capital One Ventures

Bank of America Broadens Access to Crypto Funds

Citizens Financial : Survey Finds AI Investment Accelerating as Companies Capture Greater Efficiency Gains

Alternative Investments

Global equity funds draw largest weekly inflow in five weeks

360 Financial Celebrates 30 Years as Fiduciary, Award-Winning Wealth Management Firm in Minnesota

Engel & Völkers Reveals Lifestyle Priorities Are Shaping Global Investment and Migration Trends

Bank of America says this corner of the market is the best 'run-it-hot' trade for investors in 2026

Retail investors who have a significant stake must be disappointed along with institutions after Stockland's (ASX:SGP) market cap dropped by AU$507m

Smartleaf Asset Management Surpasses $6.75 Billion in Assets Under Management

Investment Banking

Wells Fargo Expands Investment Banking Operations

Wells Fargo hiring spree fuels investment banking ambitions

Canada needs an open finance roadmap, not just open banking

Wells Fargo Turns to an AI Chief as the Bank Redraws Its Workforce and Structure

Generational Group Named Investment Banking Firm of the Year at The 24th Annual M&A Advisor Awards

Tragic death of "amazing" ex-Goldman Sachs MD in bike accident

Comment, Analysis & Research

How Much Richer Jeff Bezos Has Gotten Over the Last 5 Years

T. Rowe Price's Inaugural Global Retirement Survey Finds One-Third Of Savers Expect To Work In Retirement

Swiss gold and Rolex gifts to Trump arouse ‘disgust’ in Europe

The Great Wealth Transfer: How Advisors Can Build Loyalty Across Generations

US banks announce UK expansion projects hours after budget

The great unbuilding: rethinking water infrastructure

Tax

Tariff revenue dipped slightly in November after Trump pulled back on grocery store duties

Indianapolis Tax-Focused Firm Launches RIA With Dynasty

Proposed wealth tax targets billionaires to fill California health care gap

Cetera Financial Specialists adds Callero Capital Management

Grant Thornton Advisors adds Puerto Rico, Brazil, and Poland firms

Broadridge and Xceptor Partner to Transform Global Tax Reclaims and Asset Servicing Operations

Retail Banking

Prometeo Launches Name Match to Expand U.S. Bank Account Ownership Verification

Powering the future of embedded finance: BMO launches North American payment

Scotiabank approved to swap part of Latin American operations for stake in Colombia’s Davivienda

Félix Collaborates With Mastercard to Accelerate U.S.–to–Latin America Remittances

Canada’s 2025 budget plan includes new stablecoin rules, Real-Time Rail launch

Wells Fargo Backs South Dallas Growth With $6.8 Million in Grants

Planet SOS

Advisors warm up to emerging energy plays in client portfolios

HSBC Joins Wall Street-Led Exodus From Net-Zero Alliance

Latin American banking is reinventing itself with a focus on sustainability

Banks boost fossil fuel financing for the first time since 2021

The beginning of climate change pushback?

Canada Banks Keep Climate Pledges as Rival RBC Drops Targets