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Broadridge Advancing Pass-Through Voting Across the Asset Management Industry and Powering Individual Investor Voice

New capability brings Pass-Through Voting directly to millions of individual investors, expanding investor choice and strengthening shareholder engagement

Wealth and Asset Management

Canaccord Genuity wins seven investment trust broking clients after hiring Stifel team

Wealth and Asset Management

Broadridge Recognized as One of FORTUNE Magazine’s 2026 ‘World’s Most Admired Companies’

Wealth and Asset Management

SEI Drives Sustained Momentum Across Global Wealth Management Markets

Wealth and Asset Management

Broadridge’s Distributed Ledger Repo Platform Processes $368 Billion in Average Daily Trade Volumes in November

Wealth and Asset Management

The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry

Mercer Advisors Launches National Women & Wealth Practice

Emigrant Bancorp Acquires Fortis Management Group and Launches Emigrant Family Office

Raymond James Sees Cross-Selling Ban as a Plus in Attracting Advisors

How Black entrepreneurship is reshaping wealth advice

Wealth management brand value surges 45% as banking brands reach $1.8 trillion globally

People Moves

Hedge fund Brevan Howard suffered the departure of its head of quant analysis

Wealth.com Appoints Nationally Recognized Trusts and Estates Attorney as Head of Private Wealth

J.P. Morgan Asset Management Bolsters Commitment to Private Wealth Alternatives with Senior Hires

Simmons Bank Promotes Laura Condley to Lead Private Banking in Texas, Oklahoma

Women-Led Financial Planning Department Joins Osaic from Commonwealth

Alliant hires veteran advisor to bolster private client division

Legal, Regulation & Compliance

Brazil’s Supreme Court orders the arrest of former head of Banco Master

JPMorgan fined €12.18 million by ECB for gross neglience in risk reporting

Federal Reserve set to loosen US bank rules in attempt to boost mortgage lending

Dallas Attorney Brent Walker Earns Selection to 2026 Lawdragon 500 Leading Plaintiff Consumer Lawyers Listing

SEC Enforcement Chief Defends Division as Atkins Faces Scrutiny Over Crypto Dismissals

Premier leads Cayman delegation to FATF plenary in Mexico

FinTech

Broadridge Advancing Pass-Through Voting Across the Asset Management Industry and Powering Individual Investor Voice

Hancock Whitney Selects Wealth Access as Connected Intelligence Platform for Enterprise Wealth Management

Fido Alliance sets sights on Latin America

Billionaire wealth manager Peter Mallouk has 3,400 clients worth at least $25 million. Here's how he's telling them to navigate AI chaos.

GenAI Delivering Now, Tokenization Is Next: Financial Services Enters Period of Accelerating Transformation, Landmark Broadridge Study Finds

How Global Capital Is Rethinking the U.S. Market in an Era of Technology and Regulation

Alternative Investments

Hightower Signature Makes First External Acquisition With $5B RIA Journey Strategic

Canada Life Insurance completes £80 mn Safeway pension buy-in

Hedge fund Millennium hired an ex-Goldman Sachs strat MD from Citadel

Savant Wealth Secures Largest Acquisition to Date With $3.9B RIA

Small caps, enhanced signals: Our new NextGen ETF

Advent International completes tbi bank acquisition

Investment Banking

Morgan Stanley is cutting jobs, Goldman Sachs will probably be next. The secret police at Citi

BNP Paribas made some changes after debatable bonuses

Former Wells Fargo Advisor Gets Three Years for Real Estate Investment Scam

Bank of America (BAC) Strengthens Private Credit Platform with $25B Deployment

Morgan Stanley Investment Management Closes Revolving and Rated Private Securitization Backed by Consumer Loans

Banking bonuses are up by 10%. Unless you are the CEO

Comment, Analysis & Research

Majority of family offices shunning crypto and gold: J.P. Morgan

Why business owners’ biggest planning gap comes after the sale

Morning Coffee: JPMorgan revealed the reality of the banking jobs market now. The primary rule for analyst sleeping hours

Richter Marks 100 Years as Canada's Only Business Family Office

T. Rowe Price Survey Finds Charitable Giving Planning Can Strengthen Advisor And Client Relationships

15 most recent bank failures

Tax

Canada’s job growth stalls, Big Six banks exceed earning expectations and Trump tariffs: Business and investing stories for the week of March 1

april Launches Integrated Tax Platform for Wealth Managers

Tax refunds jump 14% over last year

Progressive California lawmakers’ new tax proposal targets international corporations

How Trump’s child tax credit changes could impact your refund this season

Mosaic builds out global transactional tax-risk team

Retail Banking

Revolut applies for US national bank charter

National Bank of Canada's profit gets a lift from Canadian Western deal

US commercial banks see credit spread compression into 2026

Santander bolsters US presence with $12.2bn Webster Bank deal

U.S. Bancorp to acquire BTIG

Chase to take over Apple credit card from Goldman Sachs

Planet SOS

Citi Appointed as Depositary Bank for Siemens Energy AG’s ADR Program

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?