Financial Advisory

How Does Banchory’s New Office Enhance Financial Planning?
Capital, Risk & Assets How Does Banchory’s New Office Enhance Financial Planning?

Welcome to an insightful conversation with Priya Jaiswal, a distinguished expert in Banking, Business, and Finance, known for her sharp insights into market analysis, portfolio management, and international business trends. Today, we’re diving into the recent expansion of Structured Financial

How Does Queis's Hire Boost Perella Weinberg in Europe?
Capital, Risk & Assets How Does Queis's Hire Boost Perella Weinberg in Europe?

In the ever-evolving landscape of European financial advisory, where the software sector is experiencing unprecedented growth and transformation, Perella Weinberg Partners has made a bold move to solidify its standing. The recent addition of Mathijn Queis as an Advisory Partner in their European

How Is CFPB Tackling Synapse's Missing Consumer Funds?
Capital, Risk & Assets How Is CFPB Tackling Synapse's Missing Consumer Funds?

What happens when the money you rely on for daily expenses or savings suddenly vanishes without a trace, leaving you in financial distress? For over 100,000 consumers, this nightmare became reality when Synapse Financial Technologies, a key player in the fintech world, collapsed, freezing a

How Can Financial Advisors Start Using AI Effectively?
Capital, Risk & Assets How Can Financial Advisors Start Using AI Effectively?

In an era where technology is reshaping industries at an unprecedented pace, financial advisors are finding themselves at a crossroads with artificial intelligence (AI) emerging as a transformative force in wealth management. Picture a scenario where hours spent on mundane tasks like summarizing

North American Wealth Management M&A Surge in Q2 2025
Capital, Risk & Assets North American Wealth Management M&A Surge in Q2 2025

In the second quarter of this year, spanning April through June, the North American wealth management sector experienced an unprecedented wave of mergers and acquisitions that has significantly altered the industry's competitive landscape. This surge in activity, involving a broad spectrum of

Can Financial Advisors Meet Gen Z and Millennial Demands?
Capital, Risk & Assets Can Financial Advisors Meet Gen Z and Millennial Demands?

In an era where digital fluency defines consumer behavior, financial advisors face a transformative challenge as younger generations, specifically Gen Z and Millennials, reshape the landscape of financial guidance with distinct expectations that demand innovative responses. These demographics,

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