Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth

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

Something Jamie Dimon has been warning about since March now has a specific dollar amount attached to it

Billions of dollars of private capital are fueling wealth management mergers, which can lead to improvements for advisors and clients—but not always.

RBC CEO Dave McKay plans to pitch the fund to foreign investors at next week’s Canada Investment Summit

Bank of America CEO Brian Moynihan said at a conference on Monday that sales and trading revenue for the fiscal third quarter will be “flat.”

A premium two decades in the making is entering its narrowest window.

Here are Cathie Wood’s latest moves.

Adviser whose charm and relentless drive helped to save the investment company from drowning in debt dies aged 50

Insurers in Dodgers billionaire’s conglomerate are among the country’s major annuity sellers

Canada's biggest pension funds have also made similar spending commitments ahead of the investment summit this week

The famed contrarian once called $150 his “load up the truck” price. With shares now below $100, worsening sales and tougher competition are putting his value thesis to the test.

Updated Sep 12, 2026, 10:32 AM GMT Mark Spitznagel is the head of Universa Investments. Bloomberg/Getty Images A "Black Swan" investor says to guard against disasters — but take risks too. Mark Spitznagel has built his career on protecting his clients' portfolios against extreme, rare, and unpredictable events known as "black swans" or "tail risks." Yet the Universa Investments founder and chief told Business Insider over coffee in London this month that simply preparing for the worst isn't a

September 12, 2026, 9:25 AM ET Jamie Dimon believes that to win big, you often have to think small—or at least in small teams. In his annual shareholder letter this year, the longtime JPMorgan Chase CEO said the company’s “real competitive battles” are fought on a more granular scale. | Newsletter Despite JPMorgan having more than 300,000 employees worldwide, he claimed the best way to fix a problem is to assign it to a small but capable team fully dedicated to the task, including in several

The billionaire hedge fund manager has one piece of advice for everyday investors.

Here are Cathie Wood’s latest moves.

Barclays targets Asia's UHNWs with new Singapore booking centre The new platform brings banking, lending, investment and wealth planning services under one team, as Asia Pacific edges closer to becoming the world's largest wealth market by 2030

Leo Aschenbrenner claimed to know the future of AI.

It's a stark example of a growing reality on Wall Street as firms test the benefits and limits of AI in finance and on their employees.