Should you trust AI to manage your money? The finance industry is betting you will
“Talk to Chuck,” goes the famous ad slogan for Charles Schwab. These days, though, investors are just as…
moomoo boosts New Zealand push with hires, premium tier
Global trading platform moomoo has expanded its presence in New Zealand with two local hires, a new premium…
Perpetual sells wealth division for $550m
Perpetual has confirmed it has entered into a binding agreement with private equity firm Bain Capital to sell…
How I spend my currency … with Khanyi Nzukuma
As CEO of Glacier by Sanlam, Khanyi Nzukuma focuses on wealth preservation and bespoke investment solutions. Having led…
UBS Bets on the Rise of Asia’s Female Wealth Segment
UBS Bets on the Rise of Asia’s Female Wealth Segment UBS Global Wealth Management’s Asia co-heads Amy Lo…
Four advisors who are moving the needle on women and wealth
“I was a woman working in a financial institution at the time, on a sales floor of over…
Great Wealth Transfer is already happening as millennials hitting ‘Peak 35’ are richer than ever
Thirty, flirty, and thriving. Forget the dirty thirties: millennials are now entering their era of earning, and they’re…
Europe’s millionaires are taking kids to bespoke events to prepare them for wealth transfer
The $90 trillion Great Wealth Transfer is set to rebalance the generational income gap as the Silent Generation…
UBS’ DPM Platform Crosses Key Milestone
UBS’ DPM Platform Crosses Key Milestone The discretionary portfolio management platform of UBS’ wealth business has achieved a…
How Private Equity Is Targeting Your 401(k) Plan
Every time the phone rings, Erik Daley can practically hear private equity coming for America’s 401(k)s. The line…
Solo 401(k)s Go Mainstream as Wall Street Targets Self-Employed Americans
A niche retirement plan favored by freelancers is quickly becoming a hot Wall Street sales pitch, as more…
Godrej Industries eyes wealth management push with fresh subsidiary
The listed holding company, Godrej Industries Ltd, last week incorporated a new subsidiary, Godrej Investment Ltd, which will…