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Wealth and Asset Management
14996 articles found
Focus partner firms Brownlie & Braden and Prairie Capital merge
The merger will provide Brownlie & Braden's team with access to Prairie's planning and investment resources.
How Fintech is Redefining Wealth Management and Personal Finance
With mobile applications, robo advisory, and artificial intelligence, fintech makes investment solutions and monitoring and planning of personal finances possible.
Elevating your investment strategy: How a discretionary fund manager adds value Case studies
Financial advisers who wish to concentrate on building and nurturing their client relationships are increasingly choosing to partner with a discretionary fund manager (DFM) for portfolio investment management.
Hsiao Ching Tang, Managing Director at Azalea Investment Management, on democratization of private assets in Asia Pacific
The discussion, hosted by Giovanni Amodeo, covered various aspects of private equity, wealth management, and innovative financial solutions.
Questions raised over business model of Goldman’s ETF Accelerator
The platform secured its first client last year but the bank is now assessing long-term options
CI Financial’s Bold Move. A Game Changer in Wealth Management?
This move seeks to enhance its competitive edge in an increasingly digital consumer landscape.
Canaccord Wealth expands Birmingham office and team
Together, the new team bolsters Canaccord’s ability to deliver exceptional wealth management services in the region.
75% of private banks lack digitalisation skills needed for transformation
They’re also more likely to lack in-house skills to support digital transformation projects.
2 Zodiac Signs Predestined To Attract Great Wealth In 2025
In the realm of monetary gains, these zodiac signs have an astrological advantage in 2025.
UK regulator reportedly restrains FNZ, makes platform precedent
Earlier this year the UK financial regulator handed FNZ a so-called ‘section 166’ notice, triggering a review by an independent ‘skilled person’.
WealthTech and Wealth Management in 2025: Key Trends Shaping the Future of Finance
As neobanks expand their services into wealth management and new regulatory frameworks take shape, wealth managers are being challenged to innovate.