Financial Planning

Bessent Calls on Community Banks to Seize Market Share
Capital, Risk & Assets Bessent Calls on Community Banks to Seize Market Share

What happens when the financial heartbeat of local economies begins to falter, and community banks, once the cornerstone of small-town America, start vanishing at an alarming rate? With a staggering 45% decline since their peak numbers, the crisis is not just a statistic—it’s a threat that could

S&P Global and CME Group Sell OSTTRA to KKR for $3.1B
Trends & Future S&P Global and CME Group Sell OSTTRA to KKR for $3.1B

The financial services industry stands as a cornerstone of global economic activity, with post-trade solutions playing a critical role in maintaining the integrity and efficiency of capital markets. Imagine a scenario where billions of dollars in trades occur daily, yet without robust systems to

Creative Planning Acquires SageView to Boost Retirement Services
Capital, Risk & Assets Creative Planning Acquires SageView to Boost Retirement Services

In a groundbreaking development that is poised to reshape the financial advisory landscape, Creative Planning, recognized as one of the largest registered investment advisors (RIAs) in the United States, has entered into a definitive agreement to acquire SageView Advisory Group, a leading

How Do NIL Rules Reshape Financial Advising for Athletes?
Capital, Risk & Assets How Do NIL Rules Reshape Financial Advising for Athletes?

The landscape of college sports has undergone a seismic shift with the introduction of the NCAA's Name, Image, and Likeness (NIL) rules, which empower athletes to profit from their personal brands through endorsements, subscriptions, and licensing agreements. Adding to this transformation, a

How the 2024 Budget Impacts UK Inheritance Planning
Capital, Risk & Assets How the 2024 Budget Impacts UK Inheritance Planning

The 2024 Budget, unveiled in October, has introduced a seismic shift in the landscape of inheritance planning across the United Kingdom, prompting families and individuals to urgently reassess their strategies for transferring wealth to future generations. With substantial changes on the horizon,

I&M Bank's Shinda Millioni: Save and Win Big in Kenya
Digital & Technology I&M Bank's Shinda Millioni: Save and Win Big in Kenya

Imagine a banking system where every deposit, transaction, or account opening could turn into a life-changing cash prize, transforming routine financial habits into opportunities for millions of people. In Kenya, this vision is becoming a reality through innovative campaigns that merge financial

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