Financial Planning

Revolut Launches Its First Bank Outside of Europe in Mexico
Capital, Risk & Assets Revolut Launches Its First Bank Outside of Europe in Mexico

Today, we're joined by Priya Jaiswal, a recognized authority in Banking, Business, and Finance. With her extensive expertise in market analysis and international business trends, we'll delve into Revolut's landmark expansion into Mexico. Our conversation will explore the intricate, multi-year

Mike Wise Champions a Smarter Mortgage Strategy
Capital, Risk & Assets Mike Wise Champions a Smarter Mortgage Strategy

For generations, the American dream of homeownership has been tethered to the long, arduous reality of a 30-year mortgage, often perceived as a static and unyielding financial burden. A seasoned mortgage professional, Mike Wise, is spearheading a movement to fundamentally reshape this

SMArtX Expands Marketplace With 22 New Asset Managers
Capital, Risk & Assets SMArtX Expands Marketplace With 22 New Asset Managers

In a financial landscape where personalization is no longer a luxury but an expectation, financial advisors are constantly seeking more diverse and sophisticated tools to construct portfolios that can weather market volatility and meet unique client objectives. SMArtX Advisory Solutions, a

Should You Trust AI With Your Retirement?
Capital, Risk & Assets Should You Trust AI With Your Retirement?

The rapid integration of generative artificial intelligence into daily life has created a new frontier in personal finance, with tools like ChatGPT and Copilot becoming go-to resources for a new generation of investors. Particularly among Millennials and Gen Z, the appeal of instant, data-driven

Are Big Banks Buying Up the Future of Fintech?
Capital, Risk & Assets Are Big Banks Buying Up the Future of Fintech?

The financial landscape is undergoing a seismic shift, where the once-clear lines between legacy banking giants and disruptive technology startups are blurring into a complex tapestry of strategic alliances and high-stakes acquisitions. A wave of consolidation is reshaping the industry, signaling a

What Is Nomura's Playbook for Eastern Wealth?
Capital, Risk & Assets What Is Nomura's Playbook for Eastern Wealth?

A tectonic shift in global finance is channeling unprecedented levels of capital into the Middle East and Asia, creating a new generation of ultra-high-net-worth families and sophisticated family offices whose complex needs are fundamentally reshaping the wealth management industry. Nomura

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