Wealth Management

Deals & Moves: EP Wealth, Captrust Pen 3rd Deals of 2026

Also, Prime Capital announces two recruits from Edelman Financial, and Raymond James lands two Commonwealth advisors.

US bank shares walloped by more ‘cockroach’ credit woes

Investors worrying about contagion triggered another bruising sell-off in shares of banks and asset managers, compounding worries about disruption from AI.

Why Elite Talent Is Choosing Boutique Wealth Management—And What The Industry Is Getting Right

The future of wealth management recruiting isn’t about finding people who look like yesterday’s advisors. It’s about ...

RBC Sees Improving Credit Outlook for The Bank of Nova Scotia (BNS), Raises Price Objective

The Bank of Nova Scotia (NYSE:BNS) is included among the 14 Value Stocks to Buy with High Dividend Yields. On February 25, RBC Capital raised its price objective on The Bank of Nova Scotia (NYSE:BNS) ...

NatWest Group (NWG) Achieves Strong 2025 Performance and Record 19.2% Return on Tangible Equity

NatWest Group (NYSE:NWG) is one of the most undervalued stocks under $30 to buy. On February 13, NatWest Group delivered a standout performance in 2025, with total income rising 12% to £16.4 billion ...

Billionaire wealth manager Peter Mallouk has 3,400 clients worth at least $25 million. Here's how he's telling them to navigate AI chaos.

"This is going to be truly transformative — like completely transformative," Peter Mallouk said about AI. Here's his ...