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Comment, Analysis & Research

01/13/2025

Top 25 global banks post 27% increase in market cap in 2024, reveals GlobalData

JPMorgan Chase continues to lead the way; Goldman Sachs and Agricultural Bank of China market caps both rise by over 40% while TD Bank loses over 20%

01/10/2025

89% of executives plan to expand cyber insurance for technological vulnerabilities: Chubb

The findings come from a Harris Poll survey of 500 business leaders involved in risk decision-making, commissioned by Chubb.

01/06/2025

Mauritius: The new frontier for family offices?

When establishing a family office today, families have an unprecedented global landscape of potential jurisdictions to choose from

01/03/2025

From Theory to Practice: 10 Common Questions in Wealth Planning

Francisco Tochetti, expert wealth planning advisor and tax lawyer, answers the ten most common questions

01/03/2025

Reach financial success in 2025 with American Bank and Trust

Here to talk to us today about the different services they provide

01/02/2025

Bloomberg Billionaires Index

The Bloomberg Billionaires Index is a daily ranking of the world’s richest people.

01/02/2025

The most quotable bank CEOs of 2024

What follows is a look at the eight most quotable bank CEOs of 2024.

01/02/2025

Jacques Aurélien Marcireau: «Looking Beyond Trinity in 2025»

This surge was fueled by hopes for the effective implementation of campaign promises.

01/02/2025

Bank of America Predicts a "Tale of Two Halves" for the US Dollar in 2025

The report suggests that the USD will likely remain robust during the first six months of 2025, primarily due to continued US economic growth and a moderate approach to easing by the Federal Reserve.

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.

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

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Ritholtz Wealth Management Moves Chicago Office to The Salt Shed

05-27-2025

Canaccord Genuity expands Calgary office with senior investment advisor hire

05-27-2025

U.S. Bank Named Official Banking and Wealth Management Partner of Premier Lacrosse League and Women’s Lacrosse League

05-27-2025

JPMorgan Chase is heading upmarket to woo America’s millionaires

05-28-2025

Ashton Thomas Private Wealth Welcomes New Team in San Francisco

05-28-2025

Citi Handlowy Announces Agreement to Sell Consumer Banking Business in Poland to Velobank S.A.

05-28-2025

Aviva appoints new chief claims officer

05-27-2025

Wale Adebayo Joins J.P. Morgan Private Bank in Birmingham

05-28-2025

Focus Partners Wealth Expands with First External Acquisition Since Rebrand

05-30-2025

Northern Trust Asset Management Appoints Chief Investment Strategists

05-30-2025

Sonia Lugo Joins Peapack Private Bank & Trust

05-30-2025

Market volatility, economic uncertainty not stopping HNW wealth transfer

05-30-2025

RBC goes to UBS again, snags $1.6B team: Advisor Moves

05-30-2025

Hightower Makes Strategic Investment in Smith Anglin

05-30-2025

Sage expands embedded services to Europe and North America

05-30-2025

Lisa Detanna Named to Barron’s 2025 List of Top 100 Financial Advisors

05-30-2025

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