Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth

Updated Jan 15, 2026, 10:15 AM GMT Goldman Sachs recommends emerging market equities over US stocks for higher returns. The bank forecasts 8% returns for emerging markets in 2026 and 6% average returns through 2030. US stocks are the bank's second-highest forecast for returns in the years ahead. The best place to put your money over the next one- and five-year periods is not in the US, according to the latest outlook from Goldman Sachs. Instead, it's in emerging market equities, the bank's

Updated Jan 15, 2026, 2:42 PM GMT Larry Fink's asset manager is the biggest it has ever been. Ben Whitley/PA Images via Getty Images BlackRock hit $14 trillion in assets after bringing in close to $700 billion in net inflows in 2025. The firm remains hyper-focused on fundraising in 2026, CEO Larry Fink said during an earnings call. The manager is targeting everything from institutions like insurers and retirement savers in India. What does the world's biggest asset manager that just raised the

Updated Jan 15, 2026, 3:43 PM GMT Larry Fink's BlackRock is not concerned about an uptick in defaults. Michael M. Santiago/Getty Images BlackRock significantly expanded into private credit with its acquisition of HPS at the end of 2024. The $14 trillion asset manager said Thursday that it's not concerned by wobbles in the credit market. The firm's CFO said it focuses on lending to larger companies with less of a chance to default. BlackRock isn't seeing any cockroaches scurrying out of its

Updated Jan 15, 2026, 11:36 PM GMT JPMorgan CEO Jamie Dimon said there is "no chance" he would serve as Fed Chair. Alexander Tamargo/Getty Images for America Business Forum Jamie Dimon said he called Warren Buffett after poaching Todd Combs. The JPMorgan CEO also said that, unlike Buffett, he has no plans of stepping down any time soon. Dimon would "absolutely, positively, no chance, no way, no how for any reason" serve as Fed Chair. Jamie Dimon didn't have much trouble telling Warren Buffett

Updated Jan 16, 2026, 10:30 AM GMT BofA says there's a "perfect" way to invest that protects against an AI-fueled bubble. Strategists highlighted AI-adjacent sectors that offered indirect exposure to AI themes. The bank doesn't believe AI is in a bubble, though it acknowledges valuations are high. There's a "perfect" trade for investors who are scared of getting caught in an AI-fueled bubble that could one day pop. Strategists at Bank of America outlined what they believe is the "perfect hedge"

Updated Jan 16, 2026, 3:36 PM GMT David Solomon is the CEO of Goldman Sachs. Stefano Guidi/Getty Images Goldman Sachs could wade into prediction markets soon. CEO David Solomon says that the investment bank is exploring opportunities in the booming market. On the bank's earnings call, he said that Goldman has been in touch with the big players in the space. Buried beneath headlines about Goldman Sachs' blowout earnings report was an interesting update from the investment banking titan regarding

The wealth management unit posted $8.4 billion in net revenue in the most recent quarter, up from $7.5 billion a year earlier.

Investors’ compromised data may include SINs and investment account numbers and statements

Office will help the bank better support Canadian companies with presence, ambitions in the region, exec says

Firms share projections on AI, U.S. fixed income, policy direction and more

CySEC’s Chair, Dr. George Theocharides, has opened 2026 with a warning that Cyprus’ capital market is entering a stricter supervisory phase, as the new EU Anti‑Money Laundering Authority (AMLA)

From perennial opportunities to new developments, here are tax highlights for the new year

These services aim for a sweet spot that combines digital investing with real-life advisers. By Nellie S. Huang

Creative arrangements aim for fairness among beneficiaries while preventing disputes, saving tax and avoiding litigation

Class action brought on behalf of full-service clients with funds that paid trailers

A new FTSE Russell framework integrates climate risk into sovereign bond indices, improving emissions and temperature alignment while preserving performance.

From bundling to embedded support services, here’s how insurers are adapting products and process

Dave McKay said there are still future risks related to a K-shaped economy in both Canada and the United States