Imagine a wealth management industry where personal trust outweighs cold numbers, where every financial plan is as unique as the client behind it. That’s the world Matthew Hewett, CEO of Hudson Hedge Capital, has been shaping for over two decades. In a recent press release dated December 4, 2025,
Imagine a world where the once-fringe concept of cryptocurrencies finds a secure spot in the staid portfolios managed by one of the largest financial giants on the planet. That world is now reality, as Bank of America has made waves by recommending a 4% allocation to digital assets in wealth
Advisors confronting fee compression, rising client expectations, and nonstop regulatory change keep circling the same hard question: which platform demonstrably moves the needle on organic growth while reducing complexity rather than adding to it? The answer, according to Orion CEO Natalie
As the cost of living continues to climb across Europe, a recent announcement about a 3.7% pension increase for German retirees in 2026 has sparked both hope and skepticism among those who rely on state support, especially given the harsh realities of stagnant income against rising expenses. This
Imagine a sudden car breakdown on a busy highway, a stolen laptop just before a critical deadline, or an unexpected trip to urgent care that leaves a dent in your budget, and you realize these unpredictable emergencies are a part of life that can bring overwhelming financial strain without proper
In an era where technology is reshaping industries at an unprecedented pace, the wealth management sector is experiencing a profound shift driven by artificial intelligence (AI), and this transformation is vividly illustrated by the strategic moves of Invent, a prominent data integration and
