Wealth and Asset Management

15616 articles found

Wealth and Asset Management

In Wealth Management, Trust Is Becoming Infrastructure

In the trading session this winter after a little-known software company unveiled an AI tax-planning tool, investors did something revealing. They sold the wealth managers.   The product was Hazel, an AI-enabled tax-planning workflow built into Altruist’s advisor platform. Nothing about it was science fiction; AI has been seeping into wealth management for years.    […]
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Wealth and Asset Management

FusionIQ buys wealth technology firm Marstone

FusionIQ has acquired Marstone, a US-based digital wealth technology company, bringing together two platforms serving banks, credit unions, wealth managers and their customers.    Financial terms of the deal remain undisclosed.     Marstone was founded in 2013 in Providence, Rhode Island.     Under co-founders Margaret Hartigan and Christopher LaVine, Marstone built a platform used by […]
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Wealth and Asset Management

Where Wealth Is Moving in 2026 — And Why

For much of the past century, governments could largely treat their wealthiest residents as a relatively fixed asset — rooted by businesses, family ties, and limited international mobility. That assumption is becoming increasingly outdated.   The growth of global investment migration, international entrepreneurship, and cross-border wealth has made it easier than ever for individuals and […]
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Wealth and Asset Management

NBK Wealth reinforces its local and regional leadership

In recognition of its excellence in innovative investment solutions The recognition reflects the Group’s ability to seek to deliver exceptional outcomes for its clients while offering resilient investment solutions tailored to diverse market and economic conditions The award underscores the Group’s disciplined investment approach, underpinned by deep global market insight and rigorous risk management practices […]
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Wealth and Asset Management

When the biggest risk to your wealth is you

Benjamin Graham, widely regarded as the father of value investing, once observed that “the investor’s chief problem – and even his worst enemy – is likely to be himself”. It is a powerful statement, not because it is critical of investors, but because it is honest.   In our experience as financial planners, most investors […]
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Wealth and Asset Management

Schroders Survey: North American Institutional Investors Turn to Active Management Amid Volatility and Concentration Risk

North American institutional investors are prioritizing portfolio diversification, capital growth and income generation as they navigate a market characterized by volatility, market concentration and structural market shifts, according to global asset manager Schroders.   The firm today released the North American findings of its annual Global Investor Insights Survey, which polled pension funds, insurance companies, […]
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Wealth and Asset Management

Regions Private Wealth Management Wins Two Global Private Banking Innovation Awards for Second Consecutive Year

Regions Bank on Thursday has announced its Private Wealth Management division earned two top industry honors at the 2026 Global Private Banking Innovation Awards, marking the second consecutive year Regions has received these recognitions.   What awards did Regions Private Wealth Management receive?   Regions Private Wealth Management was recognized for excellence in client service, […]
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