The financial landscape is continuously evolving as technological advancements and changing demographics reshape how individuals engage with financial planning. One of the most promising developments in this arena is the use of managed accounts within defined contribution (DC) retirement plans,
Vistra, a prominent global provider of business solutions, recently made a pivotal move in its organizational structure with the appointment of Jim Lee as Executive Vice President of Sales, Global. This strategic decision aims to deepen the company's sales efforts, foster talent within the global
In the world of asset management, adaptability, and sophistication are key to staying ahead. Priya Jaiswal, a seasoned professional in banking and finance, brings her expansive knowledge to our conversation today. With a renowned career involving market analysis, portfolio management, and tackling
As the summer season unfolds, many individuals eagerly anticipate the opportunity to unwind and explore new destinations. With flexible work schedules and school-free months, traveling becomes a top priority for many. However, the desire to embark on new adventures often comes with the challenge of
The UK discretionary wealth management market has reached a staggering £1.1 trillion, driven by strong investment performances and the strategic outsourcing by financial advisers. Powered by the MSCI PIMFA Private Investor Balanced Index’s remarkable 10.73% return, the market reflects strong growth
The ever-evolving landscape of global banking demands strategic foresight and robust leadership, a truth underscored by recent developments in the financial services industry. In a significant move, Julius Baer, a prominent Swiss banking group renowned for wealth management, has appointed Sacha
