The wealth management industry is on the brink of a significant transformation, driven by technological advancements, evolving client expectations, and regulatory changes. By 2025, wealth management firms will need to adapt to these shifts to maintain their competitive edge, foster growth, and meet
The impact of inflation and the high cost of living continues to play a significant role in shaping wealth transfer expectations among Canadian investors. This trend is particularly evident among the younger demographic, specifically those aged between 18 and 34 years. A recent survey conducted by
The stock market's performance in 2024 defied many expectations, with several developed markets reaching record highs despite a backdrop of global uncertainties. This article delves into the key events, trends, and investment lessons from the year, providing insights for long-term investors. Strong
BlackRock, a global investment management giant overseeing more than $10 trillion in assets, has recently acknowledged Bitcoin as a legitimate asset class. The firm's senior executives have suggested that investors with appropriate governance and risk tolerance consider allocating up to 2% of their
The financial advice industry in Australia underwent a series of significant developments in 2024, marked by legislative reforms, mergers and acquisitions, executive shifts, and financial milestones. Throughout the year, several major announcements and events stood out, encapsulating a time of
Retirement is a significant milestone that brings both excitement and challenges. One of the most critical aspects of this life stage is managing savings and investments efficiently to ensure financial stability and peace of mind. Navigating the financial complexities of retirement requires careful
