In today’s financial advisory landscape, an often-overlooked challenge is emerging as a significant threat to both clients and advisers alike: the intersection of client health risks and financial stability. As the population ages, with many advisory clients in their 60s and 70s, issues like
Imagine a financial reservoir of 185 billion euros, frozen in the heart of Europe, holding the potential to reshape the geopolitical landscape and challenge international norms. This staggering sum, primarily held in Belgium, represents Russian central bank assets immobilized since the onset of the
In the ever-shifting landscape of income-focused investments, the Highland Global Allocation Fund (HGLB), a closed-end fund listed on the NYSE and managed by NexPoint Asset Management, has captured attention with its Q4 2025 distribution announcement, declared on October 1 in Dallas, TX. HGLB
In a decision that has sent ripples through the wealth management industry, a federal judge has denied Merrill Lynch’s request for a temporary restraining order against a massive team of over 100 advisors who collectively managed $129 billion in assets before leaving the firm. This group, formerly
In an era defined by swirling economic uncertainties and escalating geopolitical tensions, institutional investors managing vast pools of capital are facing challenges unlike any seen before, and funds such as CalSTRS, the San Francisco Employees’ Retirement System, and APG Asset Management, which
In an era where financial landscapes are rapidly evolving, the Industrial and Commercial Bank of China (ICBC) stands at the forefront of innovation with its groundbreaking Digital Wealth Management Operations Platform (WMO). This initiative, part of the broader “Digital ICBC” strategy, is
