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Comment, Analysis & Research

01/17/2025

Family office founders and next generation in the Americas have different priorities

The biggest area of difference identified by 68% of those questioned is investing in digital assets while 52% point to differences over ESG and impact investing.

01/16/2025

US banks in 2024: set to result in a promising 2025?

Bank in the US are looking forward to the next twelve months.

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

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JPMorgan's new team has the hottest investment banking graduate jobs. Interviews at a London trading firm are all about subtext

01-19-2026

REITs may be worth another look in 2026, advisors say

01-20-2026

Cetin Duransoy steps down as Raisin US CEO

01-19-2026

Retirement plan sponsors slow-walk private asset adoption, new report finds

01-19-2026

CFP Board Names Chief Operating Officer as New CEO

01-22-2026

UBS Hires Financial Advisor Jeff Miller in Bellevue, WA

01-19-2026

AIG to leverage CVC’s investment expertise in new strategic partnership

01-19-2026

Raymond James Breakaway Launches RIA in Chicago

01-19-2026

Merrill Edge Customers Say Platform Is Safe, Easy To Use

01-24-2026

LPL and Private Advisor Group Welcome Wilson Peak Wealth Management

01-23-2026

Barclays and FactSet enter a multiyear strategic agreement

01-23-2026

Banking behemoth JP Morgan Nutmegs rivals with purchase of WealthOS

01-23-2026

UBS Explores BTC Trading For Wealthy Clients As Wall Street Embraces Crypto

01-23-2026

When the ultra rich hire family for their private investment firms, what to pay them can be tricky

01-23-2026

Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in December

01-23-2026

Pave Finance integrates with Fidelity to automate wealth management for RIAs

01-23-2026

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