April 30, 2026

Wealth Management

Wealth Management

Bermuda Marks Mental Health Awareness Month

Bermuda will observe Mental Health Anti-Stigma Month in May to raise awareness and reduce stigma around mental health. A Government spokesperson said, “This May, Bermuda will once again observe Mental Health Anti Stigma Month, an island wide Ministry of Health initiative designed to raise awareness, encourage open dialogue, and reduce the stigma that continues to

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Wealth Management

In sickness and, more likely, in health: Marriage cuts your risk of cancer

Married people are less likely to develop cancer, a study involving the records of four million people has found. Men who were never married were about 70 per cent more likely to develop cancer than married men, while unmarried women increased their cancer risk by 85 per cent. For some cancers, the risk was even

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Wealth Management

Corient Plans to Expand Into Canada Via CI Financial Wealth Firms

Corient, the Miami-based fee-only registered investment advisor, plans to expand into Canada by taking over the businesses of its parent company, CI Financial. The RIA plans to launch in the country in June with about CA$10 billion ($7.3B) in client assets, subject to regulatory approvals. The expansion will include assets and advisors from CI Financial’s

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Wealth Management

Why conversations around health AI may be evolving beyond hype

You’re reading the web edition of STAT’s AI Prognosis newsletter, our subscriber-exclusive guide to artificial intelligence in health care and medicine. Sign up to get it delivered in your inbox every Wednesday.  My phone blew up while I was on vacation last week: The Associated Press Stylebook announced “health care” should actually be one word, “healthcare.” STAT

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Wealth Management

The Great Wealth Transfer Is Not a Transfer, It’s a Reset

The wealth management industry has become comfortable with a particular narrative. The so-called “Great Wealth Transfer”, often quantified at over US$100 trillion, is framed as a largely mechanical process – assets passing from one generation to the next, with advisory relationships broadly intact. That framing is convenient. It supports continuity assumptions embedded in AuM

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Wealth Management

Opes Wealth Sells Its Entire FIXD Stake — Is This $9.3 Million Bond ETF Exit A Signal?

What happened According to a recent SEC filing, Opes Wealth Management LLC sold its entire position in First Trust Smith Opportunistic Fixed Income ETF (FIXD 0.06%), reducing its holdings by 210,085 shares during the first quarter of 2026. The estimated value of the trade was $9.3 million, based on quarterly average pricing. What else to

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Wealth Management

UBS profit jumps 80% as wealth inflows and client activity fuel growth

Strong advisory flows and trading activity lift results as integration nears completion. UBS Group delivered a strong start to 2026, posting sharply higher earnings as its global wealth management franchise continued to attract assets and drive fee income. Early Wednesday, the bank reported net profit attributable to shareholders of $3.04 billion in the first quarter,

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Wealth Management

$6.5B Sowell Starts Wealth Unit for Clients with $5M and Up

Sowell Management, a registered investment advisor based in North Little Rock, Ark., with more than $6.5 billion in assets under management, has launched a new division focused on households with $5 million or more in net worth. Cache River Private Wealth aims to provide advanced planning, investment and marketing support for advisors serving clients with

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Wealth Management

How to vet a wealth management company

Florida Trust Wealth Management  |  Florida Trust Wealth Management A wide range of wealth management companies exist today, from independent advisors to large national institutions. For individuals and families, the number of options can make the process feel overwhelming. Vetting a wealth management company is not simply about reviewing credentials or performance. It is a

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Wealth Management

The best and worst red meat for your health, ranked by a nutritionist

Per 100g: 171 calories, 10g fat, 4.2g saturated fat, 20.3g protein, 0.16g salt “Lean beef steak is a good source of high-quality protein,” Ludlam-Raine says. It is also a dense source of iron, zinc, phosphorus and vitamin B12, she notes. In particular, beef contains 3.5mg of zinc per 100g, which is half of the 7mg

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