12/30/2024
Philanthropist MacKenzie Scott says she's changing how she invests
Scott, who is among the world's richest women, owns millions of shares of Amazon, which her ex-husband Jeff Bezos founded.
Comment, Analysis & Research
12/24/2024
The Wealthy Are Challenged Insuring Their Lavish Homes, Survey Finds
When that property is a home, popular places to live grandly include California, Florida, Texas and Colorado—states that have seen more than their share of fires, floods, tornadoes and hurricanes in the last few years.
12/23/2024
This is the No. 1 company where workers are happy with their pay—it’s not based in New York or San Francisco
One review from a Paycom employee noted the company’s generous commission structure, time off and health-care benefits.
12/20/2024
What are some of the current challenges for mental health in the workplace?
What are some of the current challenges for mental health in the workplace?
12/18/2024
WealthManagement.com Announces the "Ten to Watch in 2025"
This year's individuals represent a diverse range of expertise, from innovative financial technology to transformative wealth strategies
12/17/2024
Top bank risks for 2025
New and persistent bank risks’ interconnectedness elevate overall risk.
12/16/2024
Cross-border retirement planning: a guide for navigating US and UK pension systems
It is essential to recognise key characteristics, plan types, and financial strategies to optimise retirement savings and income.
12/16/2024
The next generation of banking
How TD Bank is transforming branch locations to meet evolving customer needs
12/16/2024
JPMorgan consumer banking boss Marianne Lake on Trump, the Fed and 2025
The hope is that lending and dealmaking churn higher while a new Republican administration loosens some rules for banks
12/16/2024
The oversight of US banks could be in for some big changes under Trump
One came from billionaire Trump supporter Elon Musk, who is leading the so-called Department of Government Efficiency (DOGE) alongside Vivek Ramaswamy.
12/13/2024
State Street Global Advisors Study Finds Assets in Model Portfolios Rising as Advisors Focus on Efficiency, Holistic Planning and Client Satisfaction
Investors who have assets in models are more satisfied with their advisor
12/13/2024
Oomnitza Doubles Down on Asset Integrity, Security, and Usability with its Recent Product Release of its Modern IT Asset Management Platform
New features deliver measurable business value by maximizing efficiency, ensuring information security, and unlocking profitability through technology asset management
12/13/2024
How US banks must overcome broken data to achieve their version of open banking
The majority of US banks are unprepared for open banking.
12/11/2024
Wells Fargo & Company: Analysis of the Banking Giant
The collapse of regional banks meant that more customers looked to bigger institutions like Wells Fargo for their banking needs
12/10/2024
Fired LPL CEO Dan Arnold Settles for $12M In Stock Options
According to records filed with the SEC, Arnold will retain 47,994 non-forfeited options with a price per share of $327.56.
12/09/2024
94% of financial institutions in UK and US expect increased data budgets
Only 21% track costs in real-time while 34% face hidden cost surprises
12/04/2024
Ex-Deutsche FIG banker reappears at US bank in more dominant job
Then he became a partner at McKinsey & Co. Now he's joined Wells Fargo in New York as head of strategy and transformation for the corporate and investment bank.
12/03/2024
4 World-Famous Companies Pay Huge 10%+ Ultra-High-Yield Dividends and Nobody Knows
They pay huge and reliable dividends.
12/02/2024
Rich Americans are now applying for passports, foreign investment visas at record levels — here’s where they’re going and why
The past year has seen a dramatic rise in those seeking a second passport.
11/29/2024
From Jensen Huang to Elon Musk: The biggest wealth gainers of 2024 have added $585 billion to their fortunes
Musk's fortunes have been buoyed by EV-maker Tesla's growth throughout the year