12/27/2023
Analysts expect NIM compression for 16 of the 20 largest U.S. banks in 2024, with a median decline of 14 basis points for the group, according to S&P Global Market Intelligence data.
12/27/2023
Generative AI tools are moving into social media platforms, enabling greater productivity and creativity while blurring the lines between authentic and synthetic. Younger generations are likely poised to drive its adoption—and disruption.
12/27/2023
Retirement savings portfolios may see less volatility next year, say Bank of America, Goldman, LPL and Vanguard.
12/22/2023
FTV Capital’s Adam Hallquist discusses the wealth tech industry and what trends he’s seeing.
12/22/2023
This generational shift will clearly demand a new approach to wealth management that understands the changing expectations and behaviors of future clients.
12/21/2023
Real money managers are in no doubt about which side to trust.
12/21/2023
The question of when will it become appropriate to begin dialing back the amount of policy restraint in place
12/20/2023
The Fed is signalling three rate cuts next year; the market is pricing around six.
12/20/2023
It’s a particular boon for publicly listed luxury goods companies.
12/19/2023
The next generation to be retiring has a lot of catching up to do
12/19/2023
No matter how ambitious you are or how happy in your current job
12/18/2023
It noted that there had been an increased push towards remuneration structures that are more closely aligned to US-style pay
12/18/2023
Fed, ECB and BoE expected to maintain interest rates at current levels, consider rate cut around mid-2024
12/14/2023
This means many clients are likely missing out on tax management opportunities available throughout the year.
12/14/2023
It’s time to have uncomfortable conversations; advisors must step up.
12/13/2023
New George Brown program begins January, training candidates for admin, operations, compliance & sales roles
12/13/2023
Behind the positive sentiment is the expectation of continued good news on inflation that would allow central banks to bring rates lower swiftly in the new year.
12/12/2023
In this piece, Richard provides a plain language overview of what estate freezes are and when you might consider using one, along with the advantages and disadvantages of using this estate tax planning vehicle.
12/11/2023
New report shows lack of protection for possessions, data, and reputation
12/09/2023
As a result, US data will need to come in neither too strong, nor too weak over coming months.