There’s a graveyard of financial advisory firms that have tried to come into Cork
Nick Charalambous leads me into his office at the back of a former AIB branch in…
Moment Raises $78 Million to Meld AI and Wealth Management
Investment management-focused AI startup Moment has raised $78 million in new funding. The company’s Series C round, announced Tuesday (May 19), comes…
Introducing: Wealth Management in 2050
Today’s rich are living longer, and living more actively for longer too. But a new generation of clients…
Nigeria Asset Management Sector Faces Major Consolidation
The Founder and Director of Pathway Asset Management, Adekunle Alade, has said that Nigeria’s asset management landscape is…
AI Wins Have Alphabet Poised to Become World’s Biggest Company
Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in…
CA explains the money management strategy that separates the rich from others. How they use debt to build more wealth
For many middle-class families, debt is usually seen as something risky. Loans are often linked with financial pressure,…
Bangkok Post – Income-starved banks pile into wealth management
Thai banks have joined the race among Southeast Asian financial institutions eager to capitalise on the growing wealth…
Public sector banks rush to build up wealth management assets
KOLKATA: Public sector banks are stepping up their push into wealth management, traditionally dominated by private lenders, by…
US wealth manager targets Canadian ultra-rich with $10 billion Canada expansion
Founding partner and CEO Kurt MacAlpine said the move targets the upper tier of the Canadian wealth market,…
57% of Americans Say Their Portfolios Are Too Complex to Manage Alone
Quick Read Charles Schwab (SCHW) reported $11.77T in total client assets, up 19% year-over-year, with Managed Investing Solutions…
Shark Tank star Barbara Corcoran has never saved a dime, and spent $66M from real estate empire sale
For most Americans, saving money (or at least trying to) is a financial priority: It means a safety…
Bangkok Post – Families turn to insurance for inheritance planning
Trend starts to gain traction in Thailand Muang Thai Life Assurance says life insurance is emerging as a…