Investment advisory News

Unveiling the 2026 Seed 100: How AI is Transforming Early-Stage Venture Capital.

A* Capital Secures $450 Million for Third Fund with Contrarian Investment Strategy.

AI Investment Trends Threaten to Deepen Global Development Divide.

The Strategic Rise of AI in Wealth Management: Beyond Automation to Client Engagement.

KPMG Initiates Strategic Workforce Reduction in US Advisory Division.

KPMG has reduced its US advisory workforce by approximately 400 employees due to declining demand in specific sectors like regulatory risk and financial services, while continuing to invest heavily in AI-driven roles.

Citi Debuts AI-Driven Wealth Assistant 'Citi Sky' Amidst Memory Technology Hurdles.

Citi has launched 'Citi Sky,' a 24/7 AI-powered wealth advisor, while acknowledging that memory limitations in AI models remain a critical barrier to providing seamless long-term financial guidance.

The Tech-Driven Evolution of Canadian Wealth Management.

Canada's wealth management sector is undergoing a massive transformation driven by WealthTech providers and generative AI, shifting the advisor-client relationship from information gatekeeping to collaborative, data-backed guidance.

Market Disconnect: Are AI-Focused Stock Investments Blinding Investors to Global Realities?.

Navigating Financial Volatility: The Evolution of Risk Management in 2026.

Navigating the Changing Global Financial Landscape: Strategies for Modern Investors.

Investment Caution: Apollo President Questions Long-Term Returns on Massive AI Spending.

Strategic Tax Planning: How High-Net-Worth Individuals Are Preparing for 2026.

Following recent legislative shifts in the US tax code, wealthy investors are pivoting their strategies from estate tax mitigation to aggressive income and capital gains management. Key tactics include long-short tax-loss harvesting and leveraging bonus depreciation.