Wealth and Asset Management

SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings

Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Family Enterprise USA Webcast

JP Morgan AM bets on semi-liquids in multi-asset alts push

Mercer Advisors acquires Glass Jacobson

RBC Posts Record Earnings of C$20.4 Billion, Boosts Profitability Target

National Bank of Canada's fourth-quarter profit rises on strong wealth management business

People Moves

Everest Appoints New Actuary And Risk Chief

JPMorgan's tech team hired an Amazon director and Pfizer executive as MDs

RBC Wealth Management President Tom Sagissor to Step Down

$10B Wealth Consulting Group Hires Former Emigrant Executive as CFO

Northern Trust Wealth Management Appoints Eric Freedman as Chief Investment Officer

JPMorgan hires two senior bankers to expand mid-cap investment banking

Legal, Regulation & Compliance

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

US agencies issue final capital rule for banks

Four key changes to charitable giving are coming in 2026

FinTech

AI companies' safety practices fail to meet global standards, study shows

Nevis bags $35m to build AI for wealth management

Range Raises $60M Series C to Accelerate AI-Driven Wealth Management

Wall St Week Ahead: Investors on watch for AI, economic updates as US stocks steady

Crypto Crash Ruins Thanksgiving for Retail Traders Once Again

Advanced Wealth Management Apps and Websites Continue to Score Points with Customers in Canada

Alternative Investments

Bill Gates to unveil major investment at Abu Dhabi Finance Week as global leaders converge

SIFMA Encouraged by SEC Plan to Ease Path for Small Company IPOs

Janes Capital Partners Advises American Casting Company on its Strategic Investment by Arcline

Private credit and life insurers: Is there a problem?

Goldman Sachs Announces Agreement to Acquire Innovator Capital Management

Goldman Sachs acquires ETF firm for $2 billion in latest deal to bolster asset management division

Investment 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

Canadian banks fully valued ahead of Q4, says Jefferies downgrading RBC and TD

Natixis Corporate & Investment Banking Provides $260 Million to Refinance Upper West Side Multifamily Property

Santander and BlackRock Launch the First Electronic Market for Mexican Repo in Collaboration with Tradeweb

Comment, Analysis & Research

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

New York Art Life Magazine to Feature Exclusive Interview with Maya Walton Patel, the Superyacht UUHNW Chef

US growth leadership, neutral rates, unpredictable geopolitics, and the accelerating AI race set to shape 2026

Tax

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

The tariff genie will not go back in the bottle

Switzerland seals deal slashing US tariffs

IRS Is About To Relax Tax Rules For Crypto Giants In the US

Retail Banking

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

Brazil’s Lending Growth Slows Amid High Rates

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