April 30, 2026

Wealth Management

Wealth Management

The Best Personal Finance and Budgeting Apps We’ve Tested for 2026

Deeper Dive: Our Top Tested Picks EDITORS’ NOTE April 14, 2026: With this update, our lineup of recommended personal finance and budgeting apps remains unchanged. We have vetted the existing picks for currency and availability. (Credit: Quicken) (Credit: Quicken) SCORE 4.5 Outstanding   What Our Ratings Mean 5.0 – Exemplary: Near perfection, ground-breaking 4.5 –

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Wealth Management

2026 WealthTech100 list spotlights innovators redefining wealth management

FinTech Global has announced the latest edition of its annual WealthTech100 list, recognising the technology providers transforming the global wealth management industry. Now in its eighth year, the WealthTech100 celebrates the leading companies developing innovative solutions that are helping private banks, asset managers and financial advisors respond to one of the most significant periods of

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Wealth Management

GP explains ’70 year’ reason why online health claims are mostly wrong

Dr Lynette Ewart has explained how you know ‘influencers’ aren’t telling the truth Neil Shaw Assistant Editor (Money and Lifestyle) 07:01, 15 Apr 2026 Claims are everywhere online, and they leave Lynette Ewart furious A doctor with 23 years medical experience says many of the claims touted by online ‘health and wellness influencers’ are ‘deranged’.

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Wealth Management

Women’s health strategy: ‘I still don’t feel listened to’

Among the new measures announced by the government is a new “patient power payment” scheme. The government says this will enable women to give feedback and report their experiences of treatment. Based on that, money will be allocated to areas needing improvement, and providers getting negative feedback could lose funding. Gynaecology has been selected for

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Wealth Management

JPMorgan, Wells Fargo, Citigroup See Wealth Revenue Growth

Asset and wealth management divisions at JPMorgan Chase, Wells Fargo and Citigroup all boasted double-digit year-over-year revenue growth, though broader earnings results were more mixed. Within J.P. Morgan’s Consumer and Community Banking division, Banking & Wealth Management net revenue jumped 3% year-over-year to $10.6 billion, “driven by higher asset management fees in J.P. Morgan Wealth

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Wealth Management

Alpha FMC: The 2026 Asset & Wealth Management and Alternatives Outlooks

NEW YORK, April 14, 2026 (GLOBE NEWSWIRE) — The global asset and wealth management (AWM) and alternatives industries are entering a new phase in which firms need to translate years of investment in artificial intelligence (AI), private markets and data platforms into performance improvements as regulatory and fee pressures intensify, according to the latest AWM

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Wealth Management

How interdisciplinary teams strengthen health outcomes

Human nature has been defined by mutually dependent reliance on others, or as the saying goes, no one man is an island. It is an important reminder that we all need each other to thrive properly, and the reality is that many people do constantly feel the winds of loneliness when it comes to working

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Wealth Management

FCA carries out review of Oberon’s wealth management arm

Oberon Investments wealth management division will need permission from the Financial Conduct Authority before onboarding new clients and investment managers. The company has agreed to a voluntary requirement in its wealth management division while a regulatory review of its existing systems and controls is completed. In a trading update, published today (April 14), Oberon added:

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Wealth Management

Why You Keep Making Money Mistakes: Finance Expert Ross Levin Explains Using Classic TV Show Analogies

Classic television programmes are primarily created for entertainment, but they can also reflect predictable patterns in human decision-making. According to financial adviser Ross Levin, fictional characters often mirror the same emotional reactions and behavioural biases that influence real-world financial choices. Levin, who has worked in wealth management for more than three decades and frequently writes

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Wealth Management

Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties

Report warns advisors risk losing assets as heirs prioritize trust, tech, and new expectations. The wealth management industry is entering a defining period as trillions of dollars begin shifting between generations, putting pressure on advisors to retain assets and rethink how they engage clients. With more than $84 trillion expected to be passed down over

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