Capital, Risk & Assets

AI and Data Revolutionizing Personalization in Wealth Management
Capital, Risk & Assets AI and Data Revolutionizing Personalization in Wealth Management

The wealth management industry is undergoing a significant transformation driven by advancements in AI and data analytics. These digital solutions are enhancing client experiences and equipping Relationship Managers (RMs) with sophisticated tools to deliver personalized and valuable financial

Who Is Pat Hynes, the New President of Prudential Advisors?
Capital, Risk & Assets Who Is Pat Hynes, the New President of Prudential Advisors?

Prudential Financial has made a significant leadership change with the recent appointment of Pat Hynes as President of Prudential Advisors, effective March 31, 2025. This new role places Hynes at the helm of Prudential Financial, Inc.'s retail and advice division, which encompasses a network

Bourgeon Capital's Key Stocks and Strategies for Long-Term Growth
Capital, Risk & Assets Bourgeon Capital's Key Stocks and Strategies for Long-Term Growth

Founded in 1999 by John Aniblo Zaro, Bourgeon Capital Management, LLC has firmly positioned itself as a leading investment advisory firm, specializing in actively managed separate accounts with portfolios primarily consisting of stocks and bonds. Situated in Darien, Connecticut, Bourgeon Capital

Are Social Security Payments Going to Deceased Individuals?
Capital, Risk & Assets Are Social Security Payments Going to Deceased Individuals?

In recent years, the accuracy and management of death records within the Social Security system have come under intense scrutiny due to concerns about improper benefit payments. The discrepancy between death records and internal documentation held by the Social Security Administration (SSA) has

Great Gray's Strategic Acquisition of RPAG Signals Industry Consolidation
Capital, Risk & Assets Great Gray's Strategic Acquisition of RPAG Signals Industry Consolidation

The recent acquisition of RPAG by Great Gray marks a significant shift within the Retirement Plan Advisor (RPA) industry and appears to symbolize a broader trend of industry consolidation. This strategic move, facilitated by Madison Dearborn Partners, unites two influential entities under one

Canadian Homeowners Face Higher Mortgage Payments and Financial Strain
Capital, Risk & Assets Canadian Homeowners Face Higher Mortgage Payments and Financial Strain

Canadian homeowners are bracing for significant changes in their mortgage payments as they approach renewals in 2025. With anticipated interest rate increases, many are preparing for the financial strain that these changes may bring. This article explores the anticipated impacts on financial

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