Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth

Canada’s biggest banks and the industry’s regulator are testing and assessing opportunities and risks posed by the new technology

Goldman Sachs just drew its line. Now, campaigns, tech companies, and newsrooms face the same question. Jul 10, 2026 Illustration: Inc.; Goldman Sachs employees can still bet on a championship. They cannot wager on an election, a merger approval, Bitcoin’s price, or whether their own bank will restructure. The bank recently updated its personal-trading policy to prohibit trades that could create conflicts involving Goldman, its clients, or the financial industry, Bloomberg reported Thursday.

In April 2026, combined monthly global trading volume on Kalshi and Polymarket hit $24 billion. It appears Meta now wants in. Jun 23, 2026 Mark Zuckerberg has reportedly directed Meta to build a stand-alone prediction app, moving the social media giant toward a fast-growing market at the edge of finance, sports, and gambling. The experimental app, internally called Arena, would let users make predictions about future events and would likely begin with a video game-style points system rather than

The prediction market keeps signing partners most brands would overlook. There’s a strategy behind it your business can copy. Jul 8, 2026 The Pro Padel League signed Kalshi to a multiyear marketing deal this week. On the surface, it’s a minor sports-business headline. Look closer, and it’s the latest move in one of the sharpest partnership strategies in marketing today—one you can copy without anything close to Kalshi’s budget. If you haven’t followed the category, prediction markets let people

Kalshi says its new market could accelerate drug development. Researchers say it could steer funding toward perceived winners. Jul 21, 2026 Kalshi launched markets on clinical trials and FDA decisions Thursday with an ambitious pitch: Making drug-development odds public could accelerate American research and help save lives. The company has no evidence yet that the markets will improve drug development—or that they will not steer capital toward programs investors already favor. “Given the

After ten years of restructuring, Axa is now primed for growth and the shares look like a bargain

As the number of Canadians worth more than US$30 million grows, so does the effort to manage that cash

He is the Hollywood mega-agent whose billion-dollar empire has sucked up WWE wrestling, ultimate fighting and, soon, half of London’s West End

When their firm was acquired, Kevin Dehod and Anna Premyslova had every option on the table. Here’s what made National Bank Financial Wealth Management the right call.

Prima will be used for the first time as the central bank's primary forecast model for the next Monetary Policy Report

Financial advisers have a powerful opportunity to earn deeper trust and create longer relationships by embracing women's unique financial realities.

September 17, 2026, 2:45 PM ET Peter Oppenheimer, chief global equity strategist of Goldman Sachs Group Inc., during a Bloomberg Television interview in London, UK, on Friday, Dec. 19, 2025. Peter Oppenheimer, Goldman Sachs’ chief global equity strategist, told clients in early August that technology stocks might not have a valuation problem. Instead, they might have an earnings problem. In a note published Thursday, he came back with the receipts. The new report, titled “Competition for Capital

Paul Tudor Jones has warned stock buyers about 2036, and Bank of America data backs him up.

It’s not uncommon for lawyers to work well into their 80s. Firms are finding ways to get them to exit and make way for the next generation.

Anthropic said its tool, Claude for financial advisers, will handle the tasks that keep advisers 'from client-facing work’

ARK Invest CEO Cathie Wood said SpaceX by the end of the decade could generate trillions in Starship revenue. Elon Musk agrees.

Regional banks trade at lower valuation multiples and can benefit from deregulation and M&A activity

Nubank's new Nu Global account turns customer deposits into USDC and EURC and moves money across more than 35 countries without fees.

Ejiroghene Okuma used some of the stolen funds to purchase a multimillion-dollar home and a $1.4 million beach club membership.

Hedge fund managers have raised more capital than planned at the start of the year for the first time in three years, according to an internal report compiled by Bank of America and reviewed by Reuters.

A look at recent notable transactions