Financial Advisory

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

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

The future of artificial intelligence in wealth management lies in its ability to handle data-heavy administrative tasks, allowing advisors to focus on empathy-heavy interactions. This core philosophy, as presented by Gourab Kundu, the Head of Digital for the Wealth Continuum at Citi, marks a

A significant portion of wealthy clients report frustration when forced to repeat their investment preferences across different service channels within one firm. This friction represents a fundamental challenge for global financial institutions attempting to navigate the complex intersection of

Decades of unhindered offshore wealth accumulation have reached a definitive conclusion as Beijing seeks new revenue to stabilize its struggling economy. This historic shift in financial policy is currently triggering a massive migration of capital from China’s ultra-wealthy elite directly into the

With the launch of Latigo Peak Partners, a team of former J.P. Morgan Advisors veterans has shifted eighteen point six billion dollars in assets to a founder-owned independent model. This massive transition highlights a significant trend in the wealth management sector where elite advisory teams