Capital, Risk & Assets

How Can You Adapt to an Uncertain Social Security?
Capital, Risk & Assets How Can You Adapt to an Uncertain Social Security?

With projections indicating the Social Security trust fund will face a significant shortfall by 2033, potentially covering only a fraction of promised benefits, retirees and near-retirees are confronting a landscape of financial uncertainty. The prevailing discussions in Washington revolve around

Wealth Firms Face an AI Data Reality Check
Capital, Risk & Assets Wealth Firms Face an AI Data Reality Check

A pervasive fear of missing out has propelled the wealth management industry into a frenetic race to adopt artificial intelligence, creating a dazzling facade of innovation that conceals deep-rooted, systemic issues within its technological infrastructure. This hurried push towards modernization,

SEI Acquires Majority Stake in Stratos Wealth
Capital, Risk & Assets SEI Acquires Majority Stake in Stratos Wealth

The financial advisory landscape is undergoing a significant transformation, marked by a wave of consolidation as firms seek greater scale and enhanced capabilities to serve an increasingly demanding client base. In a major development reflecting this industry trend, SEI has officially acquired a

Shawbrook Acquires Playter to Expand SME Lending
Capital, Risk & Assets Shawbrook Acquires Playter to Expand SME Lending

With extensive expertise in market analysis and international business trends, Priya Jaiswal is a recognized authority in the banking and finance sectors. Today, she joins us to dissect the recent acquisition of the B2B financing platform Playter by Shawbrook, a UK challenger bank. We'll explore

Vanguard Launches 401(k) With Guaranteed Income
Capital, Risk & Assets Vanguard Launches 401(k) With Guaranteed Income

As lifespans increase and traditional pensions become increasingly rare, the fear of outliving retirement savings has emerged as a primary concern for millions of Americans, prompting a significant shift in the financial services industry toward products that promise stability. In response to this

AI and Institutional Backing Drive Fintech Funding
Capital, Risk & Assets AI and Institutional Backing Drive Fintech Funding

The financial technology landscape is undergoing a profound transformation, shaped not by speculative venture capital but by highly strategic and targeted capital infusions that signal a new era of maturity for the industry. A recent wave of funding across the United Kingdom and Europe illuminates

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