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.
Anderson Strathern Asset Management appoints Jamie Daniels as investment director
He joins from Blackadders Wealth Management, where he was head of investment management, and is a chartered fellow of the Chartered Institute for Securities & Investment (CISI). Based in Edinburgh, he will work with clients across Scotland. The…
Hong Kong AI adoption hits 92pc, but over half worry about keeping up: Citi survey
More than half of Hongkongers are concerned about keeping up with artificial intelligence developments despite the 92 percent AI adoption, particularly among Gen Z, the Citi Wealth AI Pulse Survey showed on Tuesday. SCROLL TO CONTINUE WITH CONTENT…
Rethinking the Playbook: Hong Kong stays the nexus for global finance, John Lee says
Chief Executive Lee Ka-chiu stressed at the 5th Global Financial Leaders' Investment Summit on Tuesday that, amid profound global shifts, Hong Kong remains the nexus for the world's financial leadership. SCROLL TO CONTINUE WITH CONTENT This year's…
Market Scorecard Since Trump Inauguration: Gains, Losses, Arrogance, And Ignorance (SPY)
Sungarden Investment Publishing 11.98K Followers The article reviews market performance since President Trump's inauguration, highlighting notable gains and losses across sectors. I analyze how political events, policy decisions, and market…
BackPack Targets South Korean Stock Market, Partners with SK Securities
In another big move in brining capital markets on-chain, Backpack is partnering with South Korean financial services firm SK Securities to expand international access to Korean-listed equities. Under the agreement, eligible non-resident foreign…
Women to control major share of wealth by 2030, reshaping investment landscape: Paul Chan
Women are expected to control a substantial share of wealth by 2030, reshaping investment decisions and where capital is directed, said Financial Secretary Paul Chan Mo-po at the Women Chief Executives Summit 2026 on Monday. SCROLL TO CONTINUE WITH…
Harbourfront Wealth Group Deploys d1g1t to Support Growth and Strengthen Advisor and Client Experiences
Integrated enterprise wealth management platform brings performance analytics, UMA trading and rebalancing, and digital client engagement into one operating environment TORONTO, Nov. 2, 2026 /CNW/ -- d1g1t, a leading enterprise wealthtech provider…
Why Private Real Estate's Fee Structure Erases Its Own Advantage
Khalifa Aldhaheri is the Vice Chairman of Vertix Holdings. Every institutional argument for private real estate rests on the same claim: Pay for illiquidity and operational complexity, and the asset class will reward that patience with a…
US voters in a sour economic mood heading into midterm elections
On the eve of elections that will decide whether President Donald Trump's Republican Party keeps control of Congress, voters' minds are on the economy, with high and rising prices a key issue and many blaming his policies, specifically tariffs and…
Dow pops 500 points, oil tumbles on hopes of a US-Iran peace deal
Wall Street's main indexes rose on Monday as oil prices tumbled more than 7% on hopes of a US-Iran peace deal, with investors also bracing for Tuesday's midterm elections and another busy week of earnings. In midday trading, the Dow Jones…
Harding Loevner Global Equity ADR Q3 2026 Commentary
The Global Equity ADR composite rose 4.7% gross of fees in the third quarter, compared with a 1.7% increase in the MSCI All Country World Index. Energy pulled ahead of other sectors, following a weak second-quarter showing. Oil prices surged amid…
Sprouts Farmers Market (NASDAQ:SFM) Shares Climb 9.1% - Still a Buy?
Shares of Sprouts Farmers Market, Inc. (NASDAQ:SFM - Get Free Report) were up 9.1% during mid-day trading on Monday. The company traded as high as $54.09 and last traded at $54.2230. 3,411,445 shares traded hands during mid-day trading, an increase…
Questions To Ask On The College Visit That Go Beyond The Price Tag
Robert Cole, president of Private College 529 Plan, a nonprofit prepaid tuition plan operated by hundreds of private colleges & universities Every fall, families with a high school junior or senior clear off the kitchen table, open a laptop…
4 Credit Myths To Leave Behind In 2027
Antoine Sallis is the CEO of Credit Genius and Best Selling Author of The Great American Credit Secret Trilogy. A lot of what many people learned about credit was taken out of context and passed around so many times it started to sound like the…
OpenAI's Sam Altman does deals in Abu Dhabi amid fundraising
OpenAI CEO Sam Altman is in Abu Dhabi, where he secured contracts to deploy AI products across government, the oil sector, and sovereign wealth management. The deals come as the ChatGPT maker is reportedly looking to lock down a mega funding round…
Receive a Daily briefing on Wealth Management Industry News
Get Started