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Wealth and Asset Management

Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2026 results

Excluding significantitems, quarterly earnings per common share of $0.48

Wealth and Asset Management

Broadridge and Kyndryl Extend Agreement to Bring Leading Edge Resiliency and Enhanced AI Capabilities to Broadridge Infrastructure

Wealth and Asset Management

SEI Converts $1 Billion Mutual Fund Into High Yield Bond & Alternative Credit ETF (LEND)

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

Wealth and Asset Management

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

Wealth and Asset Management

Citi Launches Market-First Tokenized Depositary Receipts to Connect Private Companies and Investors

Your HNW clients probably protect their businesses more robustly than their estates

ARQA's AI Innovation and CEO Leadership Recognized in 2026 Wealthies Awards

Is The Great Wealth Wealth Transfer a Mirage?

Matter Family Office Establishes Office in Raleigh-Durham-Chapel Hill Market

Rockefeller Capital Management Collaborates with Anthropic to Build AI-Enabled Wealth Management Platform

People Moves

Vistra appoints Raimundo Diaz to lead Americas growth push

Nomura Bolsters US Technology Investment Banking With New Hires

Northern Trust Appoints Rebekah Rice as Tampa Bay Market Leader

SEI Names Sneha Shah Chief AI Strategist, Expands Enterprise AI and Data Leadership

Six UBS advisors in Phoenix named to Barron's Top 1,500 Financial Advisors list

IEQ Capital Welcomes Lauren Hoffman as Managing Director

Legal, Regulation & Compliance

U.S. bank regulators are making AI a core focus of every routine bank examination

Bank of Canada likely to hold on weaker-than-expected growth, economists say

Franklin’s Western Asset Management settles SEC case for $100m

Regulators Didn’t Speak to US Fund at Heart of Segantii Trial

Mastercard secures New York BitLicense

FINRA Fines Pictet Overseas and Blue Ocean ATS for AML and Supervisory Violations Involving Low-Priced Securities

FinTech

Janus Henderson and General Catalyst’s Percepta Build AI-Native Investment and Client Tools, Powered by Anthropic's Claude

US start-up Capsa AI scores $18m in Series A funding

Thunes Opens New York Office as It Expands US Payments Business

RedBlack Named a 2026 Finalist in WealthManagement.com Industry Awards for Rebalancing Technology

Revolut Targets US Banking Expansion with Stablecoin Offering

CSI Wins Best Core Banking System at the 2026 Banking Tech Awards USA

Alternative Investments

Lancashire expands US platform with three new lines

Employee Ownership Doesn't Guarantee Motivation

Edelman CEO Sees Space for Alts in 401(k) Plans, With Personalized Guidance

Reindustrialization of Europe and the US – 2026

Scotia Global Asset Management makes sub-adviser changes

Rudy Adolf’s Second Act

Investment Banking

Bank of America's nicest guy says firms have been surprised into hiring by all the deal activity

Citi Opens Representative Office in Guyana

BofA’s Moynihan Says Merrill Can Still Make Recruiting Math Work

"Risk management jobs in investment banks are being intellectually diluted by AI"

J.P. Morgan Ordered to Pay Wells Broker $4.25M in Wrongful Firing, Defamation Award

Chase launches in Germany with "lock-in" interest rates.

Comment, Analysis & Research

Trust-related health checks for Americans with UK connections

How Family Offices Can Bring Institutional Discipline to Private Markets

Five Tips for Going from Solo Advisor to Teaming

AllianceBernstein, Brookfield, Carlyle Team Up on Private Markets Push for DC Plans

Banking intelligence insights: Five strategic takeaways for banking leaders

Wealthy women want alternatives, but why haven’t their advisors discussed it?

Tax

Baker Tilly Announces Agreement to Acquire Anchin; New York City to Become Firm Headquarters

Bernie Sanders slams system letting US firms use Malta as 'tax haven' for profit

When Federal Tax Breaks Stop at the State Line

Investor appetite for Parametric Tax Optimized Ladder strategy reiterates broader focus on tax management

Tax day is a reminder of America’s unequal tax system. But we can fix it

TaxStatus Expands on Integration with Advice.ai

Retail Banking

Bank of America to launch cross-border real-time payments solution

RBC announces expansion of Vancouver banking and innovation hub

Wells Fargo must pay $100M to help homebuyers after discrimination lawsuit — 51 cities are eligible

Bunq files for banking licence in Mexico

U.S. Bancorp profit jumps on interest income, fee revenue boost

Valor Econômico and El Economista highlight LATAM as a J.P. Morgan Payments innovation hub

Planet SOS

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

Banks boost fossil fuel financing for the first time since 2021