Financial Planning

SEI Acquires Majority Stake in Stratos Wealth
Capital, Risk & Assets SEI Acquires Majority Stake in Stratos Wealth

The financial advisory landscape is undergoing a significant transformation, marked by a wave of consolidation as firms seek greater scale and enhanced capabilities to serve an increasingly demanding client base. In a major development reflecting this industry trend, SEI has officially acquired a

Vanguard Launches 401(k) With Guaranteed Income
Capital, Risk & Assets Vanguard Launches 401(k) With Guaranteed Income

As lifespans increase and traditional pensions become increasingly rare, the fear of outliving retirement savings has emerged as a primary concern for millions of Americans, prompting a significant shift in the financial services industry toward products that promise stability. In response to this

AI and Institutional Backing Drive Fintech Funding
Capital, Risk & Assets AI and Institutional Backing Drive Fintech Funding

The financial technology landscape is undergoing a profound transformation, shaped not by speculative venture capital but by highly strategic and targeted capital infusions that signal a new era of maturity for the industry. A recent wave of funding across the United Kingdom and Europe illuminates

Elysium Expands Award-Winning Expat Financial Services
Capital, Risk & Assets Elysium Expands Award-Winning Expat Financial Services

The increasing mobility of professionals and capital across international borders has created a landscape of immense opportunity, yet it has also given rise to unprecedented financial complexities for individuals and businesses operating in multiple jurisdictions. In response to this growing demand

LCC Board Delays Vote on Critical 3-Year Financial Plan
Capital, Risk & Assets LCC Board Delays Vote on Critical 3-Year Financial Plan

Imagine a community college on the brink of financial turmoil, where every decision could mean the difference between stability and collapse, and the weight of those choices rests on a boardroom filled with tension and uncertainty. Lane Community College (LCC) in Oregon finds itself at such a

Matthew Hewett Unveils Leadership Vision at Hudson Hedge
Capital, Risk & Assets Matthew Hewett Unveils Leadership Vision at Hudson Hedge

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,

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