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News, Comment & Analysis results for Nutmeg

Technology
May 26, 2026

ANALYSIS: What Wealth Advisors Should Tell Clients Who Use AI For Guidance?

The editor looks at the use by clients of AI tools to research financial material and even suggest

Investment Strategies
December 17, 2024

AI Uncertainty Threatens US Equities In 2025; Tariffs May Unsettle Emerging Markets – Nutmeg

JP Morgan-owned digital wealth manager Nutmeg has just released its 2025 global investment outlook

M and A
September 28, 2022

RBC Completes UK Wealth Management Acquisition

The transaction, announced initially in late March, is one of the largest such deals in the UK

WM Market Reports
March 8, 2022

US Wealth Managers Nervously Eye Robo-Advisors – Study

UBS's purchase of US digital wealth manager Wealthfront – one of the largest such deals in recent

WM Market Reports
March 4, 2022

Reimagining Wealth Advice For Women – UBS Report

A new report ahead of International Women's Day by the wealth management firm reveals key facts

Comment & Analysis results for Nutmeg

Award Winners

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Digital Digest: Advisor360 Launches “Meeting Prep”; Envestnet, Vanguard Expand Partnership

Who's Moving Where In Wealth Management? – Socium Advisors, Kestra, LPL

What's New In Investments, Funds? – BlackRock, iShares ETF, Petra, MSCI, KKR

Deals Of The Day: The Latest In Wealth Management M&A – Aspen Standard Wealth, CWS, Carson, Hightower

OPINION OF THE WEEK: Clients’ Use Of AI – Should Advisors Be Scared Or Excited?

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Can Fisher Investments' Marketing Magic Be Replicated?

Potomac Financial Group Shifts To Concurrent Platform

OPINION OF THE WEEK: Clients’ Use Of AI – Should Advisors Be Scared Or Excited?

Strong Wealth Accumulation In North America In 2026 – Julius Baer

Focus Financial Trio Complete $10 Billion-Plus AuM Merger

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