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.
The Future Of Wealth Management: Owning A Client's Next Decision
Satish Avhad, Consulting Partner, Global Practice Head, Wealth Management, Wipro Consulting. A business owner sells a company for $50 million. Within days, that event can trigger liquidity planning, tax strategy, estate restructuring…
Scotiabank Earnings Lifted by Record Result in Wealth Management
notched a rise in earnings in its latest quarter, driven by strong results across its business lines that included a record result from its global wealth management and global banking and markets operations. The big Canadian bank's third-quarter…
Vistria Group agrees to invest in wealth manager Curi Capital
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Texas Capital Bank Wealth Management Services Inc Acquires New Holdings in The Home Depot, Inc. $HD
Texas Capital Bank Wealth Management Services Inc acquired a new position in shares of The Home Depot, Inc. (NYSE:HD - Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund acquired 29,932 shares…
From Trad-Fi To Tokenization: Why Finance Will Run On 2 Rails
Tokenization is changing how assets are issued, traded, financed and serviced, but we're in very early innings. A hybrid model will allow financial institutions to migrate gradually to digital assets and infrastructure. It's time for financial…
HK luxury home rents to rise 5pc in 2026 as expat influx surging: JLL
Hong Kong's luxury home rents are projected to rise by about 5 percent in 2026 as expat relocation demand continues to strengthen, with further increases expected into 2027. SCROLL TO CONTINUE WITH CONTENT According to JLL's latest Hong Kong…
Hong Kong's 2026 Luxury Rents to Rise 5% on Expat Wave, JLL Says
Expatriates relocating to Hong Kong are fueling demand in the city's luxury residential market, with rents expected to climb 5% in 2026, according to JLL. “A lot of hedge funds, wealth management companies and investment banks are expanding…
The Bank of Nova Scotia (BNS:CA) Q3 2026 Earnings Call Transcript
The Bank of Nova Scotia (BNS:CA) Q3 2026 Earnings Call August 25, 2026 8:15 AM EDT Meny Grauman - Head of Investor Relations L. Thomson - President, CEO & Director Rajagopal Viswanathan - Group Head & CFO Shannon McGinnis - Chief Risk Officer Aris…
How Finance Leaders Can Build Stronger Stakeholder Trust
Trust becomes especially valuable when financial and regulatory conditions are difficult to predict. For finance leaders, building that trust requires stakeholders to understand not only what the numbers say but what they mean, how the business is…
Green Commodities Could Be Sustainable Finance's Missing Diversifier
R. Scott Arnell is founding partner of Geneva Capital S.A. in Geneva, Switzerland, and host of the SRI 360º Podcast. Roughly two decades ago, institutional investors began to treat commodities as a useful component of diversified…
Hidden Hogwarts' near underrated UK market town
One UK spot feels almost too extraordinary to be real. Tucked away in the Lincolnshire countryside, just outside Grantham, Harlaxton Manor rises dramatically from around 300 acres of parkland and gardens. With its towers, ornate stonework and…
The Financial Wellness Program Model Is Failing, But AI Can Help
CEO & Founder of BrightPlan, Marthin De Beer is a longtime Silicon Valley innovator and business leader. The financial wellness industry is currently built on a $3 billion misconception. Every year, companies invest this staggering sum into…
H.I.G. Capital Announces Strategic Growth Investment in HBK
Investment supports the next phase of growth across HBK CPAs & Consultants, HBKS Wealth Advisors, and Vertilocity; HBK partners continue to lead the firm NEW YORK, Aug. 25, 2026 /CNW/ -- H.I.G. Capital ('H.I.G.'), a leading global alternative…
What Does Bullish Mean?
In 1989, sculptor Arturo Di Modica secretly—and illegally—installed the now-famous Charging Bull outside the New York Stock Exchange in an effort to inspire hope after the 1987 stock market crash. Di Modica's choice to use a bull…
Israeli philanthropy is changing as hi-tech wealth reshapes giving
For decades, Israeli philanthropy followed a fairly predictable pattern. Families that had built their fortunes in industry, real estate, and commerce donated to cultural institutions, hospitals, universities, or nonprofit organizations they knew…
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