Wealth Management

In a transformative development for the financial advisory sector, Intellebox.ai has emerged as an independent entity after spinning out from Intellectus Partners, a registered investment adviser, with the transition becoming effective on October 1 of this year. Announced on November 17, this

In a financial landscape where high-net-worth and affluent clients increasingly crave diversified portfolios beyond traditional public market investments, a significant shift is underway, driven by the surging demand for alternative assets. These assets, often seen as complex and inaccessible, are

In a striking testament to the evolving landscape of private banking in Spain, CaixaBank Wealth Management has reached a significant milestone by exceeding 10,000 clients through its Advisory Desk service as of August this year. This achievement, shared via a corporate announcement on November 17,

In a landscape where financial advisors frequently shift firms to align with their professional ethos and client needs, the recent move by Hugo and Manuel Porro to Raymond James & Associates stands out as a significant transition. Based in Hallandale Beach, Florida, these sibling advisors have

The financial world is witnessing a remarkable transformation as cryptocurrencies, once considered a speculative niche, are now finding a foothold in the realm of retirement planning, signaling a shift toward mainstream acceptance. As digital assets gain traction, they are being integrated into

In an era where corporate innovation drives economic progress, the question of whether financial markets can accurately assess the value of research and development (R&D) and inventive output remains critical for investors and analysts alike. As companies pour significant resources into R&D to stay