Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth

No peacocking and no polyester are among the codes junior bankers typically learn by breaking them

Traditional wealth firms struggling to keep up with HNW needs, study finds Wealth and investment managers must merge AI-enabled capability with hyper-personalisation to keep pace with client demands

The Simple Premise Of Wealth Transfer Planning May Sometimes Be Challenged The Wealth Advisor Contributor

Independent advisers need to clearly explain how their team combines functions with external oversight to ensure full independence for the client and the firm.

Upcoming IPOs for SpaceX and Anthropic are boosting demand.

The Texas duo of advisors, Thomas Hughes and Bill Steele, oversaw $550 million in client assets.

HSBC Holdings and its subsidiary Hang Seng Bank, Standard Chartered Bank and China Citic Bank International (CNCBI) are among the major lenders rushing to open luxury wealth centres in Hong Kong to capture high-net-worth customers. HSBC last week opened…

AI can explain investing basics with ease, but it still struggles with nuanced analysis and even simple math. Here’s where today’s models shine, where they fall short, and how investors should use them with caution.

As private markets and complex strategies gain attention, some see a new era beyond index funds. But higher costs, lower liquidity, and added risk mean retail investors should tread carefully before embracing alternatives.

These standout investors oversee billions and deliver strong results across bonds, stocks, and multi-asset funds. Here’s how their disciplined approaches and long-term focus can help everyday investors find winning strategies.

A new crop of exchange-traded funds ranges from plain-vanilla offerings to complex income and cryptocurrency portfolios. EXCHANGE-traded funds have been around for more than three decades, but if new fund launches are any clue, growth in the category is still strong. A record 1,490 exchange-traded products opened from the start of 2025 through April 2026—bumping up the total of listed ETFs in the U.S. today to more than 5,100. And investors are piling in. More than 15 of the newly minted ETFs

The CEO assigned his workers an estimated “value.”