Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Council Post: Three Reasons Why Web3 Is Reshaping The Future Of Wealth Management
Geoff Ira is the CEO of TradeTogether, a Web3 firm specializing in digital assets and wealth management. The financial world has always been subject to evolution, but few shifts have been as transformative as the one we are witnessing today. The…
Binance Unveils Wealth Management Platform for High-Net-Worth Investors
Tuesday, 29/10/2024 | 18:14 GMT by Jared Kirui Wealth managers using Binance Wealth can reportedly oversee client onboarding, including the submission of KYC documents. The platform supports a range of cryptocurrencies besides Bitcoin and Ethereum.
Regions Bank recruits Truist exec for statewide role - South Florida Business Journal
Ray Hand joins Regions Bank to lead Florida expansion. Hand will oversee 27 advisers across Florida offices. Regions Bank plans to increase its head count in Florida. Longtime private banking executive Ray Hand is joining Regions Bank in a newly…
Council Post: Estate Planning's Missing Link: Why Adding Financial Services Can Transform Your Practice
Andre Pennington, Inc. 5000 CEO, Registered Financial Planner, Wealth Attorney, Universal Wealth. Estate planning and financial planning are often treated as separate disciplines: one dealing with wealth during life and the other focusing on wealth…
Private Capital, The 'Nice' Private Equity Investment Strategy
In times of stock market uncertainty, investors often seek alternative investment avenues that provide similar benefits to the public stock market but with less direct stock market exposure. Endowments and high-net-worth families frequently turn to…
Council Post: Why B2B Finance Teams May Resist Embracing Automation
Sunil Rajasekar is CEO of Billtrust. Full disclosure: As CEO of an order-to-cash software and digital payments company, it's in my interest to see every business-to-business (B2B) finance team automate and digitize their processes. And so many have…
Council Post: A Guide And A Case Study For Investing With Integrity
Aaron Damiano Sparkes is the founder and CEO of Whisky 1901, a leading Scotch whisky investment company headquartered in London. As consumer awareness of environmental and societal issues grows, so too does demand for goods and services that…
Will mortgage interest rates fall this November?
Rome wasn't built in a day, and the same can be said about the housing market's recovery. Buyers still face obstacles, but the market is starting to change. In recent months, mortgage rates dropped to a two-year low due to falling inflation and the…
Inside the trend of Americans retiring abroad
As a record number of Americans turn 65 this year, retiring abroad is becoming an increasingly attractive option for many. Former U.S. residents — or “expats” — say it offers a solution to soaring costs of living and…
HSBC reports $8.5 billion pre-tax profit in third quarter
HSBC said third quarter pre-tax profits rose 10 percent year in 2024 - Copyright AFP/File ANTHONY WALLACE Banking giant HSBC said Tuesday that pre-tax profit in the third quarter rose 10 percent year-on-year, citing revenue growth in two of its…
How affordable is Orlando? Here's how our costs compare. - Orlando Business Journal
Inflation has been a constant pain point for businesses and consumers since the pandemic recovery ramped up, and no metro has been immune. Orlando ranks among the bottom of affordable metros, at No. 68 due to a low ranking in housing affordability.
Daiwa's profit surges over 80% as investors flock to stock markets
By Takashi Nakamichi and Hideki Suzuki Daiwa Securities Group Inc.'s profit surged as gains from wealth and asset management drove performance on the back of increased investor interest in the stock market. Net income jumped more than 80 per cent…
The strategy that can turn $10,000 to $102,000 in two decades
Gift 5 articles to anyone you choose each month when you subscribe. Subscribe now Already a subscriber? An investment strategy that promises to deliver higher returns without taking on undue risk, popularised by legendary investor Peter Lynch, may…
HSBC shares surge on another $3 billion buyback plan and earnings beat
HSBC shares increased 4% on Tuesday as the British bank beat analysts' earnings expectations for the third quarter and launched another $3 billion share buyback plan. The London headquarters bank massively outstripped expectations in posting a 10%…
What are the different types of index funds to invest in?
Published 6:00 AM EDT, Tue October 29, 2024 Index funds have become a favorite investment among experienced and beginner investors alike thanks to their ability to provide exposure to a wide range of companies all at once. These baskets of…
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