As the global population ages at an unprecedented pace, a seismic shift is unfolding that promises to redefine economies and financial landscapes across the world, with projections indicating that by 2050, the number of individuals aged 60 and older will nearly double, reaching an astonishing 2.1
In a financial landscape where strategic growth often defines success, Mercer Global Advisors, Inc., a prominent national Registered Investment Adviser (RIA) headquartered in Denver, Colorado, has taken a significant step forward by acquiring Family Wealth Planning Group and its affiliate, Family
In the realm of ultra-high-net-worth (UHNW) families, where fortunes often span multiple generations, the emergence of artificial intelligence (AI) is introducing both unprecedented opportunities and significant challenges in wealth management and succession planning. This transformative
In the rapidly evolving world of decentralized finance, crypto startups are constantly seeking innovative ways to manage their financial reserves and gain a competitive edge in a volatile market, with one approach generating significant buzz being the adoption of the Sui Treasury Strategy. This
In a significant development within the financial advisory sector, AssetMark has made strategic moves to amplify its presence and influence among Registered Investment Advisors (RIA). With the recent appointment of Phill Rogerson as the new head of RIA sales, the company aims to leverage his
Amundi, the asset management giant under the control of Credit Agricole, recently reported a dip in its second-quarter profit, which fell short of analyst expectations. This financial report illustrates a 4.5% decline in adjusted net income, dropping to 334 million euros, which is lower than the
