Financial Advisory

Mubadala Capital Acquires CI Financial for $3.41 Billion
Capital, Risk & Assets Mubadala Capital Acquires CI Financial for $3.41 Billion

In a landscape where global investment firms are increasingly seeking to diversify their portfolios, a major transaction has recently reshaped the asset and wealth management sector with profound implications for North American markets. Mubadala Capital, a prominent UAE-based investment company,

How Can Advisors Build Lasting Client Trust in First Meetings?
Capital, Risk & Assets How Can Advisors Build Lasting Client Trust in First Meetings?

In the fast-paced and highly competitive field of financial advising, the first meeting with a prospective client often serves as the make-or-break moment for establishing a long-term relationship, especially since studies indicate that a staggering 97% of prospects consult multiple advisors before

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

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