Wealth Management

FinTechs Raise Millions for AI and Expansion
Capital, Risk & Assets FinTechs Raise Millions for AI and Expansion

The global financial technology sector is buzzing with activity as a fresh infusion of capital signals a clear and ambitious direction for the industry's trailblazers. In a landscape defined by rapid innovation, fintechs are successfully securing millions in funding, not merely for survival, but

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

Raymond James to Acquire Clark Capital Management
Trends & Future Raymond James to Acquire Clark Capital Management

With a keen eye on the evolving landscape of investment management, Priya Jaiswal joins us to dissect the recent acquisition of Clark Capital by Raymond James. We'll explore the strategic depth of this move, analyzing how incorporating a $46 billion asset manager enhances a multi-boutique

Coincheck to Acquire Asset Manager 3iQ for $111.8 Million
Capital, Risk & Assets Coincheck to Acquire Asset Manager 3iQ for $111.8 Million

In a strategic maneuver that underscores the crypto industry's relentless march toward global consolidation, Japanese exchange operator Coincheck has finalized its landmark $111.8 million acquisition of Canadian asset manager 3iQ Corp. The deal, which closed earlier this quarter, represents more

Do Even Financial Experts Need a Planner?
Capital, Risk & Assets Do Even Financial Experts Need a Planner?

Even the most seasoned professionals in a given field often recognize the inherent value of seeking external expertise, a principle that holds profoundly true within the intricate world of personal finance. While it may seem counterintuitive for an individual with a deep understanding of market

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