September 5, 2026

Wealth Management

Wealth Management

Deals & Moves: NewEdge Wealth, LPL, and Osaic Poach From Rivals

NewEdge Wealth, the ultra-high-net-worth division of NewEdge Capital Group, recruited four wealth managers to staff a new Fort Lauderdale, Fla., location, marking the firm’s fourth office in the state, the company announced. Paul Yates, Alexandra Escobedo, Trace Shapiro and Michael Wohlgemuth joined the firm to serve ultra-high-net-worth and high-net-worth families, family offices and institutional clients.

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Wealth Management

Hoxton partners with Amazon to explore how AI can benefit wealth management

Hoxton Wealth has begun working with Amazon Web Services to explore how AI can benefit both its own business and the wealth management sector more broadly. The collaboration forms part of AWS’s $1bn (£739mn) investment in Forward Deployed Engineering. The new organisation embeds experienced AWS engineer, including those from frontier AI teams, directly with customer

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Wealth Management

Can the ‘Vanguard Effect’ Upend Wealth Management?

In the mid-1970s, Jack Bogle’s experiment with low-cost index funds at an asset manager owned by its investors ushered in what came to be known as The Vanguard Effect, a low-cost investing environment that reshaped the industry. That bet paid off in spades. Vanguard, which celebrated the 50th anniversary of the first index fund launch

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Wealth Management

Not every midlife woman with a health complaint is hormonal

Feeling tired, stressed, bloated, lacking in energy and not in the mood for sex isn’t exactly unusual for women in midlife. Neither is constant anxiety, irritation and finding the way your partner walks around the house – or simply exists – completely intolerable. The diagnosis? Perimenopause. At least, that’s what we’re increasingly being led to

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Wealth Management

Wealth management shake-up continues as more senior figures exit Davy and Unio – The Irish Times

Shane Toman, one of Davy’s most senior wealth managers, is leaving the group to join UBS’s operation in Zurich, Switzerland. Irish Life-owned Unio Wealth Management is also losing one of its highest-ranking executives, with Richard White leaving to establish his own firm. Toman and White’s respective exits have come amid a number of recent changes

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Wealth Management

Hidden health risk to children from the hottest summer on record | News UK

A pop-up children’s playground closed off opposite the Houses of Parliament to highlight the risk to children’s health from lack of activity (Picture Ollie Dixon/Yoplait) The hottest summer on record may have had a hidden toll on British children’s health, new research has revealed.  As temperatures soared, people retreated indoors rather than heading out to

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Wealth Management

No compulsory redundancies from health board cuts – Swinney

Swinney’s speech on Tuesday also revealed the number of Scotland’s councils could be reduced in a bid to help them operate more sustainably. There are currently 32 local authorities, but the first minister would not be drawn on how many he believes there should be. He said he wanted to work with local government to

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Wealth Management

Mental health crisis in England as children as young as SIX seek help

Children’s doctors are warning of a ‘deeply alarming’ increase in the number of children waiting for days in noisy and busy A&Es to get help for their mental health 00:01, 02 Sep 2026Updated 08:19, 02 Sep 2026 England is in a ‘national crisis’ as six year olds have mental health crisis(Image: Getty Images) England is

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Wealth Management

From Direct Equity to Holistic Wealth: Manish Kathuria on Kotak Neo’s Next Phase

India’s wealth management industry is being reshaped by several forces at once. Household savings are moving further into financial assets, demand for alternative investments is broadening, affluent Indians are looking increasingly beyond domestic markets, and generational wealth transfer is bringing different expectations around transparency, technology and access. For Manish Kathuria, Chief Business Officer at

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Wealth Management

Wealth management for Americans in Spain

Imagine a rock & roll band that spent nine years perfecting their live show. They know which song opens the night, how to transition to the one that brings the crowd to their feet before the break, and which song should close things out at the end. Their setlist, songs they’ll perform in the order

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