Capital, Risk & Assets

How Will MSU Manage Amid Federal Funding Cuts?
Capital, Risk & Assets How Will MSU Manage Amid Federal Funding Cuts?

In a period marked by significant economic shifts, Michigan State University (MSU) is contending with substantial reductions in federal funding initiated by former President Trump's administration. This development prompted the university to reallocate resources to maintain its core academic and

Banking Sector's Risk Pivot: Goldman Joins USAA Amid Changes
Capital, Risk & Assets Banking Sector's Risk Pivot: Goldman Joins USAA Amid Changes

In an era marked by increasing regulatory scrutiny and operational challenges, the banking sector continues to pivot towards robust risk management. This focus is exemplified by the recent transition of Brian Goldman from Comerica Bank to a similar role at USAA. Such moves highlight the ongoing

Wealthbox Unveils AI Tool, Stirring Changes in AdvisorTech
Capital, Risk & Assets Wealthbox Unveils AI Tool, Stirring Changes in AdvisorTech

The ongoing convergence of artificial intelligence with the financial advisory sector marks a turning point in how advisors manage information and optimize client interactions. Wealthbox's announcement to integrate an AI meeting assistant into its platform stands as a testament to this

How Will Financial Advising Adapt to Advisor Shortages?
Capital, Risk & Assets How Will Financial Advising Adapt to Advisor Shortages?

The wealth management sector is at a pivotal moment, grappling with issues stemming from a projected financial advisor shortfall. McKinsey & Company's forecast of a deficit reaching 100,000 advisors by the year 2034 raises significant questions about the industry's preparedness for such disruption.

UAE Growth Spurs Need for Lifecycle Financial Planning
Capital, Risk & Assets UAE Growth Spurs Need for Lifecycle Financial Planning

The United Arab Emirates is experiencing dynamic changes, driven by a booming population projected to surpass 3.9 million, reshaping its market landscape. This surge emphasizes the importance of lifecycle financial planning tailored to diverse needs, enhancing security and growth through adaptable

Optimizing UMAs: Boost Portfolio Management for Wealth Clients
Capital, Risk & Assets Optimizing UMAs: Boost Portfolio Management for Wealth Clients

Unified Managed Accounts, commonly referred to as UMAs, have developed into a pivotal element in the realm of portfolio management, notably for high-net-worth and ultra-high-net-worth individuals seeking efficient investment solutions. Originating in the 1990s, UMAs revolutionized investment

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