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Comment, Analysis & Research

09/24/2025

World Nears Quarter Million Crypto Millionaires in Historic Wealth Boom

This significant growth coincides with a watershed year for institutional adoption, highlighted by the first-ever cryptocurrencies launched by a sitting US President and First Lady.

09/23/2025

Ex-JPMorgan analyst loses $50m at Citadel, walks into new job. Bank of America's big fee

Drawdown is hedge fund parlance for losing some of the capital you've been given to invest.

09/22/2025

Lone dissent at Sept. FOMC vote seen as 'good sign'

The remaining 11 members — including Trump-appointed governors Christopher Waller and Michelle Bowman

09/22/2025

First Interstate CEO: Colorado ‘a better opportunity’ after PNC move

Jim Reuter – who spent 37 years at FirstBank, most recently as CEO – said PNC’s acquisition of the Colorado bank creates opportunities for other local lenders to snag customers and talent.

09/22/2025

How Investors Are Reacting To Citizens Financial Rate Cut, New CFO, and Workforce Investment

Shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research

09/19/2025

What Ultra-Wealthy Clients Really Want From Advisors

Stop aspiring to sign these wealthy clients unless you can deliver that and more.

09/18/2025

100 years of customs duties: the eventful history of US trade

Each tariff announcement triggers a chain reaction, shakes the markets and feeds economic uncertainty.

09/18/2025

Schwab says branches are key differentiator despite digital growth

Firm is hiring for new locations while BofA launches opportunities for veterans.

09/15/2025

Posthaste: Are you ready for the great wealth transfer? Many Canadians aren’t

Overall, 24 per cent don’t have any documentation regarding their end-of-life wishes.

09/12/2025

Looking To Score: Family Offices Play Sports Investing Game

Along with sports, Goldman also featured artificial intelligence, secondaries and digital assets as prominent investment themes garnering the attention of family offices.

09/09/2025

New era for multi-family offices heralded by Corient expansion

A series of mergers in the family office space signals a changing landscape for wealth management as the battle between scale and expert advice increases in intensity

09/01/2025

Donald Trump is taking over the US Federal Reserve and financial markets have missed the point

It was statement that did not get the attention it deserved.

08/29/2025

Bank bosses strike cautious tone on earnings calls as trade uncertainty lingers

CIBC, whose profits for the quarter topped $2 billion and beat market expectations, is well positioned to weather the volatility, Dodig added.

08/27/2025

LPL Financial on target to retain 90% of Commonwealth financial advisors, Wolfe Research analyst says

However, Raymond James has had success recruiting Commonwealth advisors.

08/26/2025

Standalone Fed easing will weigh on the US dollar

This will be the first time in years that the Fed is out of step with other major central banks’ monetary policies.

08/26/2025

Growing U.S. wealth gap to trickle down: Moody’s

Redistribution from poor to rich will impact corporate revenues, credit risks

08/22/2025

Rolise Rachel and Christopher Martin Collaborate andLaunch The Family Office Summit

She possesses an in-depth understanding of the media landscape

08/22/2025

Jefferies' bonus changes risk undermining its appeal to bankers. PWC's disappearing graduate jobs warning

Jefferies has already begun moving to deferred stock bonuses

08/20/2025

Bank of America's six favourite asset managers

European asset managers' results have exceeded expectations in terms of costs, with a fee margin that continues to weaken.

08/12/2025

Fifty-nine per cent of new Canadians say better access to credit would improve their living experience, finds TD

Survey finds 79% new Canadians who have applied for credit say it's challenging to build a credit history here

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SWAN Wealth Management launches cross-border video series for Americans moving to Canada

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07-21-2026

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07-23-2026

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07-27-2026

Carlyle, Bain in race to buy Wealth Enhancement for $7bn – report

07-27-2026

UBS Hires Financial Advisor Team of Four in Tampa, FL

07-27-2026

Envestnet Rebuilds Advisor Trading Platform as Wealth Managers Demand Institutional-Grade Workflows

07-27-2026

Wealth Professional reveals its 5-Star Advisory Teams for 2026

07-27-2026

Chubb Tempest Re selects James Wixtead executive chairman and Michael O'Donnell president

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Former PwC partner Don Christian named chairman of different Capital

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EQT raises Perpetual bid to about A$2.6bn

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