Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth

Clients can’t opt out of the new fund, which a document shows has a similar risk profile to their existing holdings

ETF assets under management now sit at US$20 trillion

At the same time, both fund types recorded positive net sales

As outlooks dim, downgrades likely to pick up in the next 12 to 18 months

Fintechs, credit unions seeking federal charters to be eligible for streamlined process

A new report from McKinsey & Company says back-office efficiency will no longer be a differentiator

Firm founder Danny Popescu has vacated the role to become executive chair

MBaer survived years of scrutiny at home — before Washington stepped in to seal its fate

Updated Apr 18, 2026, 10:25 AM GMT Banks are pouring billions into AI, reshaping jobs, culture, and power on Wall Street. Leaders, some of whom are tracking AI use, have been pressed on how the spending is paying off. Here's everything we know about how banks from JPMorgan to Wells Fargo are using AI. Wall Street is betting big on, and pouring billions into, AI — and leaders have had to answer for their spending. During banks' first-quarter earnings last week, analysts pressed some executives on

There are times when geopolitical risk or market uncertainty becomes so elevated that the noise itself can paralyze investors. The constant flow of headlines, policy speculation, and market reaction pulls attention toward the urgent and away from the important. Investors become captivated by every new development and, at the same time, freeze from action. The […]

A study of the impact of private equity lands some hard blows but ultimately takes aim at the wrong targets

The man behind ‘the first home-grown hedge fund in Abu Dhabi’ tells Edwin Smith why the emirate was the obvious choice for his new firm.

As AI becomes increasingly prevalent in everyday life, Spear's investigates how the technology fares in the world of wealth management.

'It's not about money': Anthony Thomson fourth act takes on the limits of private banking Serial entrepreneur Anthony Thomson tells Spear's why he’s launching a new bank for family offices and UHNWs

The 2026 Spear's Wealth Management Survey collates, organises and analyses the opinions of some of the top minds in private finance.

Lower client fees are at the heart of a nimble new wealth advisory start-up, says one of the former Citi executives behind it.

Vaughan Nelson’s Chris Wallis looks at the potential long-term implications of the Iran war for the global economy.

Analysts have been awaiting evidence that AI tools can drive revenue, and Canadian banks say they are close to delivering

Treasury Secretary Scott Bessent says the Trump administration expects banks to comply in collecting citizenship information from customers.

Deutsche Bank expands and strengthens its ultra-high net worth coverage

As financial fraud grows more sophisticated and pervasive, the role of professional financial planners has never been more critical

With Wealthsimple, Questrade and other potential entrants in Canada, industry observers are concerned about possible risks