Insigneo Successfully Completes Acquisition of VectorGlobal WMG Client Accounts
MIAMI–(BUSINESS WIRE)–Insigneo, a leading international wealth management firm, today announced it has successfully completed the integration of client…
He paid off his sister’s $24K debt. Now his dad wants him to hand over his $100K inheritance too
Jason is 51 years old, financially stable and grieving. His mother died in December. His grandmother passed away…
Wellington Management to Acquire Hartford Funds from The Hartford
BOSTON & HARTFORD, Conn.–(BUSINESS WIRE)–Wellington Management (“Wellington”), one of the world’s leading independent investment managers, and The Hartford…
HKers need up to $7.1m savings for retirement confidence, study finds
Hong Kong retirees will need up to HK$7.1 million in savings to secure a 90 percent confidence level…
AI-Driven Wealth: From Experimentation to Execution in Private Banking
At WealthTHINK Singapore 2026, an interactive discussion hosted by Damien Piper, Executive Director – Growth at Unique AI,…
Social Security is fully doing away with paper checks: How to prepare
(NEXSTAR) – If it hasn’t already, the way you receive Social Security benefits could soon change as the…
Modern Wealth Acquires Florida RIA With $1.1 Billion
Modern Wealth Management, an acquisitive registered investment advisor co-founded by former United Capital executives, has agreed to acquire…
Growth, Differentiation and India’s Next Asset Management Cycle: Akhil Chaturvedi on Motilal Oswal Asset Management
As India’s asset management industry continues to deepen, the expectations placed on investment managers are changing. Investors are…
DASH CEO steps down, search for replacement begins
DASH Technology chief executive Andrew Whelan has announced he will step down after nearly six years in the role. On…
Competition, cost and fee pressures push fund managers towards consolidation
This article first appeared in The Edge Malaysia Weekly on May 25, 2026 – May 31, 2026 MALAYSIA’S…
The QCD Move That Turns a $60,000 RMD From a $1.6 Million 401(k) Into Zero Taxable Income at 73
Quick Read A QCD routes IRA funds directly to charity, excluding the full $60,377 RMD from taxable income…
Industry moves: IG Wealth, Hub International fill exec roles
Each week, we summarize notable moves across the financial industry. Milorad Stefanovic has been promoted to senior vice-president…