Asset Management

Bank CFOs Remain Confident in Stability Amid High Rates
Banking Bank CFOs Remain Confident in Stability Amid High Rates

Financial institutions are reporting that modest interest rate increases of up to one hundred basis points have not yet significantly dampened the demand for new investment capital. This resilience highlights a sophisticated shift in how corporate treasurers and individual borrowers perceive the

Major Wealth Management Firms Secure $2.7 Billion in New Assets
Capital, Risk & Assets Major Wealth Management Firms Secure $2.7 Billion in New Assets

Financial advisors are increasingly abandoning established giants like Wells Fargo and UBS in favor of platforms that offer greater perceived independence and specialized back-office support. This pronounced migration of talent across the American financial landscape signifies a fundamental shift

Mastercard Focuses on Infrastructure for Stablecoin Payments
Digital & Technology Mastercard Focuses on Infrastructure for Stablecoin Payments

The metaphor of a stablecoin sandwich highlights how slow fiat-to-digital conversions create significant bottlenecks for otherwise high-speed cross-border payments. This observation serves as the cornerstone of Mastercard’s strategy as it navigates the complex intersection of traditional finance

How Can AI Solve Gender Bias in Wealth Management?
Capital, Risk & Assets How Can AI Solve Gender Bias in Wealth Management?

The 4% rule for retirement withdrawals often fails to consider the higher lifetime costs and longer lifespans associated with female investors. As financial institutions increasingly pivot toward automated intelligence, the industry is witnessing a shift where artificial intelligence is no longer a

Aleris Private Wealth Gains Control Through Q Wealth Partnership
Capital, Risk & Assets Aleris Private Wealth Gains Control Through Q Wealth Partnership

Dave Holt and Aaron Migie lead Aleris Private Wealth into a partnership with Q Wealth to secure greater autonomy over their advisory standards and client experience. This transition represents a significant pivot for the Manitoba-based firm, navigating the delicate balance between independent

Citi Targets $3 Trillion With New Tiered Savings Strategy
Capital, Risk & Assets Citi Targets $3 Trillion With New Tiered Savings Strategy

The bank is introducing an always-on rewards structure inspired by airline loyalty programs to encourage clients to consolidate their checking and savings accounts. This ambitious maneuver aims to capture a significant portion of the three trillion dollars currently held by existing customers at

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