Capital Brief: Plus: US annual inflation rises to 3.7%; Musk’s satellites drop out on Kyiv; Fed hike fears burn debt-laden AI stocks.
Investment News: Nearly one in four affluent investors in the United States now holds both an advisor-led account and a self-directed investment platform - a pattern that new research identifies as a growing retention challenge for wealth management...
The Wall Street Journal: Good morning. I met with Bloomberg CEO Vlad Kliatchko who explained the next step in the company’s unfolding AI strategy and why he believes it’s too early to think about driving ROI from those investments.
FOW: A Coalition Greenwich study found that roughly 29% of buy-side professionals from large firms use an EMS for fixed-income trading and strongly prefer third-party solutions but market-wide, the figures are closer to 15%, as many smaller and...
The Wall Street Journal: Investment banking revenues are up, and wealth-management divisions are winning new AI millionaires as client
Institutional Asset Manager: Research from Crisil Coalition Greenwich, conducted in partnership with SIX, found that 86 per cent of respondents across 73 buy-side and sell-side firms were using or evaluating AI in investment and trading workflows....
The Economic Times: Precious-metals desks at the world’s biggest banks generated record earnings in the first half of 2026, putting the industry on course for its strongest year as surging investor demand and sharp price swings created lucrative...
Bloomberg: Precious metals traders at the world’s top banks made record profits in the first half of this year, putting them on track for their best-ever annual result as surging investor interest and sharp price swings generate huge opportunities...
American Banker: The wealth management industry's traditional dividing line between do-it-yourself investors and clients who hire financial advisors may no longer apply to many affluent households.
PlanAdvisor: Employees are increasingly asking for a blend of adviser-led and self-directed wealth management and retirement planning.
