Inside the impossible math of managing Elon Musk’s trillionaire SpaceX wealth
Elon Musk managed to break two massive records in the world of business on Friday: launching the largest-ever…
Harbourfront to buy Cumberland Private Wealth
Vancouver-based Harbourfront Wealth Group will acquire Cumberland Partners Ltd. and its subsidiaries Cumberland Private Wealth Management, Cumberland Investment…
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…
Godrej starts wealth management business
MUMBAI: Godrej Industries Group has launched its wealth management business, Godrej Wealth, through subsidiary Godrej Investments, with a…
What Taylor Swift teaches about money and how you can apply it, expert says, ‘its a masterclass in wealth management’
While millions admire Taylor Swift for her music, financial experts say her wealth-building journey offers lessons far beyond…
The secret of working with HNW clients
With more and more firms pivoting to focus on high-net-worth clients, Daniel Harris, head of Melbourne private wealth firm GWPO, has shared his three…
How to redesign a ₹12 crore portfolio for clarity and long-term stability
I am a 42-year-old entrepreneur with a portfolio of around ₹12 crore spread across equity mutual funds (55%),…
I Teach Wealth Management. Avoid These Spending Traps to Save Money.
This as-told-to essay is based on a conversation with Rob Mallernee, the CEO of Eton Solutions, who teaches…
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…
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…