Wealth Management

With a recent Forbes recognition as a 2025 Best In State Wealth Advisor and deep roots in the community, founding partner Josh Schlieman is guiding his firm into its next chapter. As it becomes Schlieman Wealth, he and his brother Austin are reinforcing a legacy of personalized guidance and a

A landmark acquisition in the African fintech sector signals a potential tectonic shift away from traditional card-based networks and towards a future built on direct bank-to-bank infrastructure. The all-stock transaction, which saw US-based payment technology giant Flutterwave acquire Nigerian

Global banking giant HSBC has appointed Chaoni Huang, a seasoned executive from BNP Paribas, to lead its sustainable finance operations in Asia. This hire comes as the bank faces intense scrutiny for backtracking on climate commitments. The move raises a central question: can one executive steer

With mortgage rates descending to their lowest point in over a year, the current market presents a compelling opportunity for prospective homeowners who have been patiently waiting for the right moment to make a move. This shift creates a window for both first-time buyers and existing homeowners

The fierce competition for affluent clients in Asia has prompted Standard Chartered to make a decisive strategic maneuver, poaching top-tier talent directly from its most formidable rivals in a bid to significantly enhance its wealth management capabilities. This calculated investment in human

The year 2025 will be remembered not for a single disruptive innovation but for the powerful convergence of foundational technologies and strategic leadership shifts that collectively reset the operational playbook for the entire financial services industry. Across the sector, long-discussed