Financial Planning

Gen X Struggles with Retirement Savings Confidence Gap
Capital, Risk & Assets Gen X Struggles with Retirement Savings Confidence Gap

As retirement draws near for Generation X, those roughly between their mid-40s and late 50s, a troubling gap in confidence about their savings emerges as a pressing concern, casting a shadow over their financial future. Despite a general uptick in optimism among American workers regarding their

How Can Frozen Russian Assets Fund Ukraine's War Effort?
Capital, Risk & Assets How Can Frozen Russian Assets Fund Ukraine's War Effort?

In a world where geopolitical tensions often reshape economic landscapes, the European Union's latest proposal to fund Ukraine's defense against Russia using frozen Russian central bank assets stands as a striking innovation. With approximately 210 billion euros ($245.95 billion) of these assets

Execution Redefines Alpha in Wealth Management Industry
Capital, Risk & Assets Execution Redefines Alpha in Wealth Management Industry

In the ever-evolving landscape of wealth management, a profound transformation is reshaping the definition of success, moving away from the long-standing obsession with "alpha"—the ability to outperform market benchmarks through superior investment returns. Instead, a new focal point has emerged:

Wealth Management M&A Surge: Key Trends and Deals of 2025
Capital, Risk & Assets Wealth Management M&A Surge: Key Trends and Deals of 2025

In an era where financial landscapes are shifting at a breakneck pace, the wealth management industry finds itself at the epicenter of a transformative wave of mergers and acquisitions this year. Across the United States, prominent firms are forging alliances and acquiring smaller players to

How Is Tax Transparency Reshaping Wealth Planning in Asia?
Capital, Risk & Assets How Is Tax Transparency Reshaping Wealth Planning in Asia?

The wealth planning landscape for high-net-worth (HNW) families in Asia is undergoing a dramatic transformation, driven by an unprecedented surge in tax transparency and stringent regulatory enforcement. Once a region where opaque offshore structures offered a shield for vast fortunes, Asia now

Why Is Wealth Management Booming in Indonesia with OCBC?
Capital, Risk & Assets Why Is Wealth Management Booming in Indonesia with OCBC?

Indonesia's financial landscape is undergoing a remarkable transformation, with wealth management services experiencing unprecedented demand across diverse economic segments. This surge is driven by a rapidly expanding middle class, a growing number of ultra-high-net-worth individuals, and evolving

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