In the intricate world of financial services, the past year has seen significant variations in the performance of different sectors. While the financial services industry collectively experienced a discouraging year-to-date return of -1.25%, deeper analysis reveals a tapestry of successes and
In response to heightened market volatility and increasing global financial uncertainty, Italy's first-pillar pension funds, known collectively as Casse di Previdenza, have been reevaluating and adapting their asset allocation strategies. Managing a substantial total of €115 billion in assets,
The discussion surrounding active versus passive investment strategies has consistently engaged the financial sector. Evidence depicting the underperformance of traditional active stock picking compared to passive strategies is hard to ignore. Over the years, a staggering 95% of active managers
MA Financial, trading under the ASX code MAF, is emphasizing its strategic positioning in diversified and largely defensive asset classes as a key strength in navigating ongoing market turbulence. The company remains optimistic about its prospects, though it acknowledges the potential impact of
As the financial industry navigates an increasingly complex regulatory landscape, the need for streamlined compliance processes has never been greater. Proxymity, a leader in the digital investor communications space, has unveiled its cutting-edge solution, Shareholder Disclosure, targeted at
Managing and growing wealth across generations presents unique challenges, and for many high-net-worth families, preserving a family legacy requires a comprehensive and well-coordinated approach. CBIZ’s Private Client Services has distinguished itself as a leader in this field by offering a h
