Financial Planning

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

Why Is the FCA Chief Now Leading the PSR?
Capital, Risk & Assets Why Is the FCA Chief Now Leading the PSR?

In a significant realignment of the United Kingdom's financial oversight landscape, the appointment of a single leader to head two of its most critical regulatory bodies signals a decisive move toward a more centralized governance model. The recent announcement confirmed that Ashley Alder, the

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