July 26, 2026

Wealth Management

Wealth Management

Stop Googling, start understanding your health

AS soon as something feels different, many of us reach for our phones before we call a doctor. Whether it’s a late period, an unusual symptom or a question that’s too embarrassing to ask out loud, Google has become our first stop for health advice. But while searching online can be a good starting point,

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Wealth Management

Google’s SensorFM Reveals Where AI Takes Wearable Health

Close-up of arm of a man wearing a Fitbit Versa smart watch displaying sleep tracking data, a recently expanded capability of several Fitbit products, San Ramon, California, September 12, 2019. (Photo by Smith Collection/Gado/Getty Images) Getty Images Google’s new wearable foundation model was not built to make a smarter step counter. Trained on a trillion

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Wealth Management

Wealthtech Roundup: Envestnet, Vanguard Pair Tax-Aware Investing

Envestnet has announced an expanded relationship with Vanguard to integrate the investment management company’s Advisor’s Alpha framework into Envestnet’s Wealth Management Platform, pairing it with tax-aware portfolio management technology meant to help advisors deliver personalized after-tax outcomes for clients. The collaboration focuses on transforming tax-aware investing from a manual process into a scalable approach through

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Wealth Management

Roth Conversions, Timing And Preserving Generational Wealth

Monish Verma is the Founding Partner and CEO of Vardhan Wealth Management, a wealth advisory firm in Michigan. Many investors view Roth conversions as a tax-saving tactic, paying taxes today to avoid larger tax liabilities later. For high-net-worth (HNW) families, however, they can serve a broader purpose. Roth IRAs can create a tax-free pool of

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Wealth Management

Undiagnosed health condition could be to blame for your constant leg bouncing

A psychiatrist has warned that constantly bouncing your leg while sitting down could be a sign of an undiagnosed health condition – and is urging anyone who experiences it to speak to their doctor 5 things you didn’t know about ADHD A psychiatrist believes a common habit that many brush off as a nervous tic

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Wealth Management

How Singapore Fintech iFAST Became A Regional Wealth Engine

Company founder Lim Chung Chun reshaped retail investing in 2000 by making it easy to buy mutual funds online. Now, with a suite of 29,000 investment products and 1.2 million customer accounts, he’s betting digital banking can take the firm global. Long before fintech was a buzzword, Lim Chung Chun was bringing retail investors in

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Wealth Management

ENVESTNET AND VANGUARD COLLABORATE TO DELIVER TAX-EFFICIENT, ADVISOR-CENTRIC INVESTMENT SOLUTIONS

Strategic Relationship Combines Vanguard’s Advisor’s Alpha® Framework And Model Portfolios With Envestnet Adaptive WealthTech To Help Financial Advisors Maximize Tax Efficiency For Clients BERWYN, Pa., July 9, 2026 /PRNewswire/ — Envestnet, the Adaptive WealthTech leader, today announced an expanded relationship with Vanguard, one of the world’s leading investment management companies, to help transform tax-aware investing

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Wealth Management

Envestnet expands tax-management push with Vanguard alliance

Advisor’s Alpha framework joins Envestnet’s platform, giving advisors new tools to manage client tax exposure year-round. Envestnet is deepening its tax-management capabilities through an expanded relationship with Vanguard, folding the leading asset manager’s Advisor’s Alpha framework and model portfolios into Envestnet‘s wealth management platform. The move announced Thursday gives financial advisors on the platform a more

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Wealth Management

Wealth-tech startup Fincart launches AI driven investment app

Financial planning and wealth management platform Fincart has launched a new version of its Fincart app. The app offers financial planning tools with goal based investing and AI driven personalisation across mutual funds, digital gold, unlisted stocks and other investment products on a single platform. According to the company, the app enables users to plan,

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Wealth Management

Morgan Stanley Says a $1 Trillion Shift Is Coming to Wealth Management

Quick Read Morgan Stanley (MS) beat Q1 EPS at $3.43 against a $3.02 consensus while all three business segments grew at roughly twice the rate of GDP. Sharon Yeshaya confirmed $1 trillion migrated from E*TRADE and workplace accounts into adviser-led relationships, now 20% of the $5.8 trillion adviser book. MS stock has surged 53% over

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