Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
OneVest Launches Canada's First Agentic Account Opening Solution for Wealth Management
New AI Agent Automates the Account Onboarding Lifecycle Across Leading Canadian Custodians TORONTO, Sept. 23, 2026 /CNW/ -- OneVest, a leading wealth management technology provider, today announced the launch of Canada's first agentic account…
The Future Of Fintech
Antoine Sallis is the CEO of Credit Genius and Best Selling Author of The Great American Credit Secret Trilogy. For the past 10 years, “fintech” referred to the process of placing a laborious, paper-based financial procedure on a…
Home Depot (HD) is Positioned to benefit from Housing Market Recovery
Focus Wealth Management released its Q2 2026 investor letter. You can download a copy of the letter here. The fund highlighted a period of strong equity market gains as the S&P 500 surged ~17% following March's selloff, driven by resilient…
CIRO Elects Marc Provost to Board of Directors, Re-Elects Rhonda Goldberg
TORONTO, Sept. 23, 2026 /CNW/ -- The Canadian Investment Regulatory Organization (CIRO) is pleased to announce the election of Marc Provost and the re-election of Rhonda Goldberg to its Board of Directors, both for two-year terms. Mr. Provost…
Meta's Muse AI agent weighs on financial industry as investors fear competition to human advisors
Meta's new Muse AI agent is weighing on financial stocks as investors fear the bot could be powerful enough to transform the industry – providing serious competition to human advisors. Leading financial firms Charles Schwab, LPL Financial…
What Makes Abbott Laboratories (ABT) an Attractive Opportunity?
Focus Wealth Management released its Q2 2026 investor letter. You can download a copy of the letter here. The fund highlighted a period of strong equity market gains as the S&P 500 surged ~17% following March's selloff, driven by resilient…
Technology Shares Fall as AI Bubble Worries Resurface -- Technology Roundup
Shares in the technology sector declined amid a sharp increase in borrowing costs at a time when the biggest names in the industry are issuing debt at record levels to finance AI expansion. IonQ said it was deploying its Superion 256 quantum…
Materials Shares Fall Amid Broad Equity Selloff -- Materials Roundup
Shares in the materials sector fell as markets worry about the outlook for inflation and interest rates. Gold futures fell for a third straight session as the U.S. dollar strengthened and Treasury yields rose, including the 10-year yield at its…
Stocks to Watch: MGM Resorts, Stitch Fix, NeoVolta, Everpure
MGM Resorts International shares fell after The Wall Street Journal reported investor Barry Diller had withdrawn his bid to acquire it. The stock slid 8% to $34.79 in after-hours trading Wednesday. Stitch Fix said it expected the new fiscal year to…
Financial Shares Get Hurt in Equities Selloff-- Financials Roundup
Financial sector shares fell on the rising prospect of higher interest rates. Federal Reserve Gov. Michael Barr said further rate increases are likely needed to ensure inflation comes down to target in a timely fashion. Barr expressed that he…
TruGolf Founder Jones Resigns as CEO
TruGolf founder Chris Jones has resigned as chief executive. Board Chair Brenner Adams will succeed Jones as interim chief executive while the virtual golfing company looks for a permanent replacement. The board also named Jay Heller as a new…
Millrose Properties Raises Dividend to 79 Cents
Millrose Properties raised its quarterly cash dividend to 79 cents a share from 77 cents. The real estate investment trust said the new dividend will be payable on Oct. 15 to shareholders of record as of Oct. 5. The new payout, equal to $3.16 a…
IM Cannabis Shares Rise on Regained Compliance With Nasdaq Price Requirement
Shares of IM Cannabis rose after the company said it had regained compliance with Nasdaq's minimum bid price requirement. The stock was up 8.6% to $3.16 in after-hours trading on Wednesday. The shares closed down 30% at $2.91, and have fallen 93%…
OceanaGold CEO Bond to Retire in April
OceanaGold's Chief Executive Officer Gerard Bond is retiring in April 2027. Bond will retire following after his five-year anniversary of joining the gold and copper producer, the company said on Wednesday. He agreed to provide advisory support on…
Smurfit Westrock to Acquire Empresas' Chilean Unit for $420M
Smurfit Westrock agreed to acquire the Chilean containerboard and corrugated business of Empresas for $420 million. As part of the deal, Smurfit said Wednesday will get a paper machine located in Santiago, Chile, which produces about 250,000 tons…
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