Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth

KGI Financial Holding opened its first overseas bank branch in Hong Kong to grow its cross-border business just as the city is making a big push to become a hub for wealth management and global family offices. The Taipei-based financial institution opened…

Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025.

Jared Cohen, President of Global Affairs and Co-Head of the Goldman Sachs Global Institute and Sam Morgan, Global Co-Head of Client Coverage for Global Banking & Markets. This opinion article was originally published in the New York Times on August 1, 2025.

Individual insurance sales rose 5% relative to one year ago

The insurer reported $1.6 trillion in assets under management at quarter end

Manulife intends to cobrand the private credit platform

Association alleges it was overcharged, while education provider says agreement terms are clear

Major private banks managed 14 per cent more assets in the first half and hired over 400 bankers in the last two years, HKMA’s Eddie Yue says.

Here's Kiplinger's pick of the best national banks that offer a wide variety of accounts and services.

Are you looking for higher savings rates and no-fee accounts? These are our top picks.

This chart shows the share of U.S. respondents saying the trusted the country's institutions (in percent).

The Kunming-Montreal Global Diversity Framework is to biodiversity what the Paris agreement is to climate change, and Skjander aims to ride its growing investment appeal across the globe.

Ray Dalio, the founder of Bridgewater Associates, has divested his remaining stake in the company and stepped down from its board. Brunei Fund Emerges As Key Shareholder Bridgewater Associates repurchased the remaining shares held by Ray Dalio, signaling the end of a difficult transition period. Following that, the firm issued new shares to the Brunei Investment Agency—Brunei's sovereign wealth fund—in a multibillion-dollar deal, granting the agency nearly a 20% ownership stake in the

He called himself Gregory Mitchell and worked for what looked like an Astor family fund. But who was he really?

$3M drop in net income driven by investment loss, fall in fee and other income

The provision of cross-border bank credit reached a record high

Insurance carriers, MGAs to share responsibility for agent compliance

The influx of hedge funds, asset management firms and family offices to Dubai is gaining momentum as the city becomes a more powerful magnet for international wealth.

Job vacancies up 19% in finance and insurance

Tribunal's finding that 2004 trading ban was breached is upheld on appeal

RF Capital CEO Dave Kelly to stay on for the transition

Earnings up as both core banking, and non-interest revenues rise: Fitch

Volume of cases stable, but dollars at stake up sharply in 2025, report finds