Wealth Management

Canaccord Genuity posts record profits and hikes its dividend, but behind the stellar numbers lies a crucial strategic review of its valuable UK business.

CrowdStrike reports record earnings and a stock split, but its true story lies in deep AI pacts with OpenAI. Is it enough to secure the AI frontier?

An internal marketing team spun off into its own agency. It’s more than a launch—it's a bet that in the complex world of finance, generic is dead.

Fairplay's new user verification signals a market-wide shift. As India's stringent new rules take hold, compliance is becoming a key strategic asset.

A new partnership embeds trusted market data directly into AI agents, aiming to automate research and eliminate AI 'hallucinations' for businesses.

AM Best affirms Fairfax's 'Excellent' rating after a year of record profits and major catastrophes. We deconstruct the strategy behind this financial paradox.

In nine years, Wellington-Altus hit $50B AUA and a 7th top-dealer award. It's more than growth; it’s a strategic coup for advisor independence.

BBH's hire of Darrell Holley isn't just a personnel move; it's a calculated bet on relationship-driven advisory for private energy firms navigating a complex future.

Titans of finance, tech, and policy will converge at the CAIS Summit to navigate AI's impact and geopolitical shifts on the future of alternative investments.

New research reveals high-net-worth investors are abandoning traditional referrals, using AI and digital due diligence to find advisors who truly get them.

Consuelo Vanderbilt Costin's recurring role at the elite Forbes Iconoclast Summit is no social engagement. It's a masterclass in converting legacy into currency.

A new partnership aims to extend modern identity security to legacy systems and AI agents, tackling the industry's most persistent and vulnerable gaps.

The rise of enterprise AI has exposed fatal flaws in corporate data. A new partnership announced at Snowflake Summit 26 aims to build a foundation of trust.

A call for research on vaccine side effects exposes a deeper crisis: the collapse of public trust in science. Can rigorous data heal a polarized nation?

Stonegate Capital's updated coverage validates AB Science's pivot to ALS and AML, but can its promising clinical assets and shrewd financing de-risk the path forward?

The tech-forward wealth platform is integrating alternative assets, margin, and options, challenging legacy players and democratizing access to elite strategies.

With AI poised to dominate enterprise communication, a startup's $10M seed round bets its 'pre-send' firewall can solve a $2.2 billion regulatory headache.

Winthrop Wealth's repeat 'Best Workplace' award isn't just a plaque. It's a blueprint for how strategic cultural investment builds a competitive moat.

QuadReal's appointment of Deloitte veteran Trevor Nakka signals a strategic pivot, adding elite financial governance to its $98.5B portfolio to fuel a disciplined global expansion.

Neil Jesani Advisors' high-profile board appointments reveal a new playbook for growth, where political savvy and tech innovation are the ultimate currency.