August 25, 2026

Wealth Management

Wealth Management

Canaccord buys wealth manager EFG Harris Allday

Canaccord Genuity Group has bought the front-office teams and client assets of EFG Harris Allday through its wealth management business. Currently operating as a division of EFG Private Bank, which is part of EFG International, EFG Harris Allday is a UK-based wealth management business focused on affluent clients predominantly in the Midlands. The EFG Harris

Read More
Wealth Management

CANACCORD GENUITY GROUP INC. THROUGH ITS WEALTH MANAGEMENT BUSINESS IN THE UK & CROWN DEPENDENCIES ANNOUNCES ACQUISITION OF EFG HARRIS ALLDAY

TORONTO and LONDON, Aug. 18, 2026 /PRNewswire/ — Canaccord Genuity Group Inc. (TSX: CF) (the “Company”) is pleased to announce that through its wealth management business in the UK & Crown Dependencies, it has entered into an agreement to acquire the front office teams and client assets of EFG Harris Allday. Currently operating as a

Read More
Wealth Management

Grassfeld Expands AI Strategy With Launch of New Personalized Financial Assistant, Grassfeld Intelligence | Currency News | Financial and Business News

Rotterdam, Netherlands, Rotterdam, Netherlands, August 18th, 2026, FinanceWire AI-powered personal finance and budgeting platform Grassfeld has announced the launch of Grassfeld Intelligence (GI), one of the first personalized financial intelligence platforms built around a user’s own financial data. The company describes it as a new generation of personalized financial intelligence. Unlike traditional AI assistants that

Read More
Wealth Management

Health awareness months: Calendar list

Different health awareness campaigns take place in the United States each month. They aim to raise awareness of various health conditions, ranging from National Blood Donor Month in January to National Influenza Vaccination Week in December. National Blood Donor Month People have observed National Blood Donor Month since January 1970, as winter is one of

Read More
Wealth Management

JR Wealth Management Launches New Reputation Protection and Strategic Response Service

New service helps professionals and businesses assess, protect and rebuild their most valuable asset – their reputation. NEW YORK, Aug. 18, 2026 (GLOBE NEWSWIRE) — In an era where a digital footprint often precedes a physical introduction, JR Wealth Management (JRWM) has launched a new service focused on helping individuals, professionals and businesses respond strategically

Read More
Wealth Management

Why tax-smart portfolio design is the new advantage for advisors

Open this photo in gallery: iStockPhoto / Getty Images Strong investment returns matter, but what clients ultimately keep is what truly counts. That’s why forward-thinking advisors are increasingly incorporating tax-aware portfolio construction into every investment decision. Doing so can make a huge difference to clients’ bottom lines while differentiating an advisor’s practice. “The advisors gaining

Read More
Wealth Management

UK’s largest wealth firms tighten their hold on the market

Tuesday 18 August 2026 12:38 pm Wealth managers are swallowing up the UK customer base The ten largest wealth firms in the UK have expanded their grip on the market, serving nearly the entirety of the country’s client base. The firms served up to 89 per cent of the discretionary client base in the previous

Read More
Wealth Management

Separately Managed Accounts Reshape Advisor Practices

For decades, financial advisors have competed on investment performance. The conversation centered on selecting the right mutual funds, identifying the best managers and building diversified portfolios capable of outperforming market benchmarks. While those responsibilities remain important, the definition of value is changing. Today’s clients expect more than market exposure. They expect investment portfolios tailored to

Read More
Wealth Management

Titan Wealth acquires Channel Islands tax firm

Titan Wealth has acquired Channel Islands tax advisory firm LTS Tax, expanding its specialist cross-border tax capabilities. The deal, subject to regulatory approval, follows Titan Wealth’s recently announced acquisition of Progeny International. LTS provides UK, Jersey and Guernsey tax advisory and compliance services, including personal and corporate taxation, trust taxation, inheritance tax planning, wealth structuring,

Read More
Wealth Management

The worst cereals for your gut health (and what to eat instead)

1. Choose wisely – or mix your cereals For the best gut health effects, pick one of the top ranking cereals, Dr Amati says – ideally one with more than 6g of fibre and less than 5g of sugar per 100g. “Once you recognise which cereals have a better nutritional profile, you can mix them

Read More