Capital, Risk & Assets

The 4% rule for retirement withdrawals often fails to consider the higher lifetime costs and longer lifespans associated with female investors. As financial institutions increasingly pivot toward automated intelligence, the industry is witnessing a shift where artificial intelligence is no longer a

Dave Holt and Aaron Migie lead Aleris Private Wealth into a partnership with Q Wealth to secure greater autonomy over their advisory standards and client experience. This transition represents a significant pivot for the Manitoba-based firm, navigating the delicate balance between independent

The bank is introducing an always-on rewards structure inspired by airline loyalty programs to encourage clients to consolidate their checking and savings accounts. This ambitious maneuver aims to capture a significant portion of the three trillion dollars currently held by existing customers at

Priya Jaiswal is a preeminent voice in the intersection of legacy banking and the burgeoning digital asset economy, bringing years of experience in market analysis and international finance to the table. As we navigate the complexities of 2026, her ability to decode the shift from speculative

The 2026 AML Readiness Report indicates that 41 percent of small businesses identify time and high operational costs as the primary barriers to meeting new legal mandates. Since the regulatory expansion on July 1, 2026, roughly 100,000 additional businesses have been pulled into the fold of the

The future of artificial intelligence in wealth management lies in its ability to handle data-heavy administrative tasks, allowing advisors to focus on empathy-heavy interactions. This core philosophy, as presented by Gourab Kundu, the Head of Digital for the Wealth Continuum at Citi, marks a