03/13/2024
40% of Americans Anticipate Financial Challenges in 2024, According to MeridianLink Survey
MeridianLink provides timely insight into consumer sentiment on payments, customer service, and innovation in digital lending
Comment, Analysis & Research
03/12/2024
Dynasty Financial Partners Salutes Women in Wealth Management with its New ‘Trailblazer Series’
During the month of March, Dynasty will leverage social media to highlight several female advisors in its network to draw attention to the challenges, as well as the opportunities, for women in the wealth management space.
03/11/2024
Inspiring inclusion in wealth management
In the US, women control more than a third of total household financial assets, over USD 10 trillion, while women in Asia are expected to hold USD 27 trillion in wealth by 2026.
03/11/2024
UBS Gets Bullish Boost from Morgan Stanley Analyst
The Switzerland-based lender’s investment banking and wealth management units are pegged to benefit from an expected resurgence in mergers and acquisitions.
03/08/2024
Investment banks' 2025 US summer analyst programs, listed. Apply now!
Be quick in applying – banks often recruit on a rolling basis.
03/07/2024
Why is inclusive digital marketing important?
By creating a welcoming and representative environment, businesses can establish trust and solidify relationships with their audience.
03/07/2024
Earnings season: 'Magnificent 7' steal the show
During a somewhat bleak earnings season, the US tech giants managed to salvage some positivity for stock markets in the first quarter of the year.
03/07/2024
Fidelity International to cut 1,000 jobs globally, memo shows
The memo also said the fund manager would push out timelines on non-core projects and focus investment in areas that delivered most value to clients.
03/07/2024
Jefferies Issues 2024 Sustainability Report
Advancing Jefferies’ sustainability and diversity efforts remain core to our values, with over $22 million in charitable contributions and expanded scope of emission offsets last year
03/05/2024
Santander cuts 320 US jobs in digital shift, source says
Santander said in a statement that the lender was evolving its U.S. business, investing in digital capabilities and simplified processes to adapt to changing customer needs.
03/04/2024
Grant Thornton Leads in Gender Pay Equity, Shattering Professional Services Industry Norms
Grant Thornton sets a benchmark in gender pay equity, with policies that support work-life balance and career progression for women, leading the industry.
03/01/2024
2024 RSM Family Office Operational Excellence report
Strengthen operations, maintain resilience
02/28/2024
New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing
Forward-looking study shows how investment providers are embracing new innovative technologies and AI as investor demographics and expectations shift worldwide
02/27/2024
Broadridge Whitepaper Highlights the Drive for Efficiency Amongst Nordic Capital Markets Firms
This report delivers critical insight into how Nordic firms are planning to stay competitive in the face of market structure standardization and modernization.
02/27/2024
Franklin Templeton survey predicts four interest rate cuts in 2024
This prediction is in alignment with the futures market and surpasses the Fed’s projection of three cuts.
02/23/2024
Family offices to allocate more to alternative investments in 2024, report finds
Family offices are going on the offensive and planning to put more of their money to work in alternative investments, KKR survey finds
02/21/2024
Look for market “North Stars” amid data noise
The consumer price index for January came out stronger than expected, while retail sales for the same period turned out weaker than had been generally assumed.
02/21/2024
IT’s about valuations
The US tech sector is supported not only by demand for generative AI semiconductors,
02/19/2024
Almost Half of Americans Don't Know This Key Fact About Their Credit Card
Using a credit card wisely and paying it off can also help you to earn a good credit score.
02/14/2024
Impact Wealth Magazine Unveils Power Couple Amy and Gary Green as Cover Stars for Their Upcoming Aspen Issue
Their presence underscores the importance of the causes we champion and reaffirms our collective commitment to making a positive impact in the world.