Financial Planning

BSP Proposes Guidelines for Managing Financial Model Risks
Capital, Risk & Assets BSP Proposes Guidelines for Managing Financial Model Risks

In the rapidly evolving landscape of financial technology, the Bangko Sentral ng Pilipinas (BSP) recognizes the crucial need to guide supervised financial institutions in managing the risks associated with their extensive use of models for decision-making. These models, which leverage quantitative

Jaime Ansell Takes Charge of Moose Jaw's Financial Future
Capital, Risk & Assets Jaime Ansell Takes Charge of Moose Jaw's Financial Future

In a significant development for the City of Moose Jaw, Jaime Ansell's recent appointment as the director of financial services marks a strategic move for the city's economic framework. Ansell steps into the role following the retirement of Brian Acker, who dedicated 35 fruitful years to enhancing

Gerdau Executes Strategic Tender Offer for 2027 Notes
Banking Gerdau Executes Strategic Tender Offer for 2027 Notes

Gerdau S.A., a notable force in the global steel market, has embarked on an essential financial maneuver that aligns with its long-term strategies of optimizing capital management and reducing future liabilities. The Brazilian steel manufacturing giant recently executed a cash tender offer related

Digital Overhaul: Transforming Wealth Management Post-Pandemic
Capital, Risk & Assets Digital Overhaul: Transforming Wealth Management Post-Pandemic

The wealth management landscape is experiencing a profound shift as firms and clients alike adapt to the digital age, reflecting the combined impact of technological advancement and shifting client expectations. Traditionally reliant on in-person consultations and face-to-face meetings, the

How Can Birmingham Navigate Retirement Uncertainty?
Capital, Risk & Assets How Can Birmingham Navigate Retirement Uncertainty?

In Birmingham, retirement planning has become a complex endeavor, challenged by current economic unpredictability marked by inflation and fiscal instability. This evolving landscape has fostered an atmosphere of anxiety among local residents, many of whom grapple with uncertainties regarding their

Is Direct Indexing the Future of Wealth Management?
Capital, Risk & Assets Is Direct Indexing the Future of Wealth Management?

In the realm of wealth management, the seismic shift towards direct indexing paves the path to personalization, blending technology with tailored investment strategies. Direct indexing emerges as a transformative approach, enabling investors to own individual components of indices, departing from

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