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.
2026 Fintech Themes And What They Mean For The Payments Industry
Moshe Kimhi is the CEO and Founder of Neema, a leading global cross-border payments platform. After years of attending fintech conferences around the world, I've learned to pay less attention to the glitzy announcements and more attention to the…
Robinhood Markets Inc. (HOOD) Stock Price Prediction 2026, 2027, 2030 - 2040
Robinhood Markets Inc. (NASDAQ: HOOD) has established itself as one of the fastest-growing names in financial technology, steadily expanding beyond retail brokerage into a diversified platform spanning digital assets, wealth management, and banking…
SBI FM lists with ambition to be a market leader in mutual fund industry
SBI Fund Management Ltd. (SBFM), India's largest asset manager, debuted with a 6% premium over issue price, aspiring to be the market leader, signalling market expansion using the bank's distribution muscle. The stock was listed at ₹613 per…
A Holistic Approach To Wealth Preservation For Entrepreneurs
Ardi Shita is a managing director at Oberon Securities, specializing in M&A, wealth management, and legacy planning. For many entrepreneurs, a liquidity event is the payoff for years, sometimes decades, of work. A sale, a merger, a…
The Latest Tax Dodge for the Ultra-Rich Is a Customized ETF
When the Merage family sold its company back in 2002, it was the fulfillment of an American Dream. Iranian-born Paul Merage came to the US as a teenager in the 1960s. He went to college, went to work, and went on to invent the Hot Pocket —…
Investing experts: Why 'just buy the market' doesn't necessarily apply to bonds
Gaudilab | Istock | Getty Images Young and inexperienced investors often find themselves receiving some version of the same advice: just buy the market. Indeed, market luminaries from Warren Buffett on down advise that young people looking to…
The AI-Proof Economy
George Wells, Founder & CEO, Wells Group of New York. AI is the future. Its integration into society will make products cheaper, processes more streamlined and companies smaller and more efficient. The tool will also reveal that some business…
Why SEI's 0.10% custody fee stands out from giant custody rivals
Upon first glance, a page on the SEI website that asks financial advisors what they're 'really paying for' from their custodian looks very informative. The 'outdated or disjointed technology, limited access to service teams, paper statements and…
BOK Financial Corporation (BOKF) Q2 2026 Earnings Call Transcript
BOK Financial Corporation (BOKF) Q2 2026 Earnings Call July 21, 2026 1:00 PM EDT Heather Worley - Senior VP & Director of Investor Relations Stacy Kymes - CEO, President & Director Scott Grauer - Executive Vice President of Wealth Management Martin…
Julius Baer Profit Doubles as Clients Add $7 Billion New Money
Julius Baer Group Ltd. profit more than doubled to a record in the first half of the year as the Swiss wealth manager emerges from a long reorganization in the wake of losses linked to Austrian property tycoon Rene Benko. Net income rose to 673…
Goldman Sachs creates private markets platform as rich investors seek the next SpaceX and Stripe
Goldman Sachs has created a new platform to expand its offerings for wealthy clients and family offices who want direct stakes in private companies. The new group, called the alternative investments platform, combines Goldman's existing…
Cresset Adds Two Managing Directors From Lazard Wealth
Cresset Capital Management, a multi-family office based in New York overseeing more than $250 billion in client assets, has hired Chris Tiano and Nick Smith as managing directors and wealth advisors in its Los Angeles and New York offices, the firm…
Is The Charles Schwab Corporation (SCHW) Trading at a Discount?
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P…
Futures Jump As Chipmakers Surge After Japan , Korea Bounce
US stock futures are higher led by Tech after a strong bounce in chip stocks in Japan (memory stock Kioxia traded limit up after trading limit down on Friday and Monday was a holiday) and Korea, as evidence mounts that Momentum / Semis pullback…
AMD: Major Data Center Deals With Meta And OpenAI (NASDAQ:AMD)
Recent multi-year partnerships with Meta and OpenAI, each for 6 GW of AI infrastructure, could generate up to $120 billion in Data Center revenue through 2030. AMD's Helios platform integrates CPUs, GPUs, networking, and software, positioning AMD…
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