UBS Launches $3B Buyback as Profits Surge

Published on July 29, 2026

The Swiss bank reported second-quarter net income of $2.8 billion, exceeding forecasts, while wealth management pulled in $36 billion in net new money, well above expectations.

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Finding Solutions When Leaders & Teams Diverge on Priorities

July 29, 2026
The combination of succession planning — where the lead advisor wants to have a successful and well-funded retirement and the successors want to get paid for taking over — along with the riches of the market over the last few years are all adding up to significant unrest within many teams.

IRS Issues Transitional Guidance on Qualified Opportunity Zones

July 29, 2026
Notice 2026-40 introduces planning opportunities that investors must take by year’s end.