Wealth and Asset Management

UBS Celebrates 75 Years in Canada as Wealth Management Needs Continue to Grow

Alex Intriago of Bridgemont Wealth Named to Forbes' 2026 Best-in-State Wealth Advisors List

F.N.B. Corporation Enhances Offering for Ultra-High-Net-Worth Clients and Business Owners with Investment in Family Wealth Advisory Services

Hightower Announces $275M Acquisition of Valley Financial Group

Goldman Sachs to Acquire ETF Provider Neos in $2.3B Deal

SEIA Continues to Evolve to Meet the Increasingly Complex Needs of High-Net-Worth Clients Through Expanded Tax and Family Office Capabilities

People Moves

Fiduciary Trust Company Appoints Doris Meister as Chief Executive Officer

Prudential Advisors welcomes Ameriprise advisor to NJ Wealth Partners

M&T Bank appoints head of AI engineering

Christopher’s Haven Appoints Andrea Longo Carter to the Board of Directors

Former Stanford Athlete Osiris St. Brown Joins RBC Wealth Management as Financial Advisor

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Legal, Regulation & Compliance

Crain’s New York Business Names Sheppard New York Attorneys to 2026 “Notable Leaders in Accounting, Consulting and Law”

The Supreme Court Quietly Killed SEC Independence

Young HNW clients are choosing experiences over assets — can advisors keep up?

Brad Rude & Cameron Edmiston: Wells Fargo Advisors Face $10mm Complaint

Capital One says it closed over 300 Trump Organization accounts after anti-money laundering probe

Fed and FDIC ease bank insider lending rules in latest deregulatory push

FinTech

Finster AI secures investment from UBS to advance AI innovation in investment banking

Zuckerberg’s AI vision collides with Meta’s $135bn spending reality

Wells Fargo outlines tokenised deposits launch for corporate payments

Scotiabank equips employees with AI-powered knowledge agents through Scotia Intelligence

Advisors, not algorithms, still drive financial fulfillment, says Edward Jones’ David Chubak

The Diamond Podcast for Financial Advisors: Ryan Belanger on Why AI Matters Now to RIAs

Alternative Investments

US blockchain fintech Chaince Digital agrees $16.2m share sale

National Bank of Canada partners Multifonds to consolidate fund and ETF services

Merit Financial Advisors Acquires $900M Commonwealth Team

US bank Erebor nears $1.5bn funding round at $8bn valuation – report

Wall Street's biggest bank just raised its expectations for the stock market

RBC reopens US$10 billion zero-tech bond fund with deals surging

Investment Banking

Bank of America: 2026 Workplace Benefits Report

North America’s best investment bank 2026: Morgan Stanley

Morgan Stanley beats profit estimates on dealmaking boost, strong trading

Rothschild’s investment bankers aren’t paid what you think they are

Regions expands investment banking through the acquisition of The Frazer Lanier Company

Jefferies Reports Earnings Before the Big Banks

Comment, Analysis & Research

Philanthropy in the Age of AI

U.S. Bank flags potential blowback from debanking inquiries

Privacy ‘an asymmetrical risk’ for the rich: the chauffeur service taking on the City of New York

What ultra-wealthy families do differently with money, according to a UBS private wealth advisor

When to take profits: The signals advisors use to reduce client exposure

Canadians' Confidence in Spotting Fraud May Be Increasing Their Risk: TD Survey

Tax

Google co-founder Sergey Brin spending more than $100 million fighting California wealth tax

Why Wealth Taxes Always Fail

NYC's pied-à-terre tax rollout leaves frustrated longtime owners fighting bills

A&M Tax Policy Quarterly Outlook: Q2 2026

Fidelity widens SMA lineup as tax optimization reshapes wealth advice

AssetMark Tax Management Services Surpass $10 Billion in Tax-managed Assets

Retail Banking

Thredd powers Pliant’s US expansion with Visa card launch

Klarna live on J.P. Morgan Payments in US

Profit at major Brazilian banks expected to rise in Q2

The great bank migration: Banking loyalty must now be earned

Klarna Submits Application for U.S. Banking License

Deluxe to acquire payments processor Celero for $625m

Planet SOS

ESG adoption among US wealth managers varies widely, report reveals

California SB 253 emissions reporting deadlines are approaching

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