Beyond Custody: Annabelle Chow on Building Bank of Singapore’s Financial Intermediaries Ecosystem
Independent wealth managers are becoming more sophisticated, their clients more international and the demands placed on their businesses…
MAI Capital expands in California with $551 million OG Private Wealth deal
The Cleveland-based RIA’s latest tie-up extends the firm’s national footprint into the Golden State, where opinions continue to…
What Early Estimates Say About Your Social Security COLA Boost in 2027
We don’t have the official number just yet; we won’t get that until October. But based on the…
BNP Paribas Courts Asia’s Next Generation of Wealth
BNP Paribas Courts Asia’s Next Generation of Wealth BNP Paribas Wealth Management is expanding its efforts to build…
Michelle Levy on why super funds must be allowed to give personal advice, and not just default products
The recommendations I made in the Quality of Advice Review were intended to make it easier for financial…
Siebert deepens FusionIQ investment with 10-year wealth tech deal
Additional investment and partnership will see joint development of wealth management, brokerage and digital asset platforms. Siebert Financial…
Lifetime gifting and inheritance tax
Pension pots will fall into 40% inheritance tax net from next April, making lifetime gifting a serious option…
Experts explain why Gen Z is finding the fight for financial freedom impossible
Gen Z isn’t spending their adult years in their parents’ basement; quite the opposite, actually. From 2024 to…
Taking Wealth Global: Diversification, Routes and the New Offshore Playbook for Indian Investors
At the Hubbis India Wealth Management Forum 2026, the panel examined the accelerating interest among Indian investors in…
Earning the Next Generation: Proposition, Value and Engagement
At the Hubbis India Wealth Management Forum 2026, the panel examined whether the wealth management industry has developed…
If my sister leaves €200,000 to my child, would that impact their inheritance tax threshold? – The Irish Times
One of my siblings has asked if, were she to leave a substantial amount (say, €200,000) to one…
Your superannuation returned 9.4% last financial year. Did your fund keep up?
The median balanced superannuation option returned 9.4% in FY26, according to research house SuperRatings. That is a strong…