As the global population ages at an unprecedented pace, a seismic shift is unfolding that promises to redefine economies and financial landscapes across the world, with projections indicating that by 2050, the number of individuals aged 60 and older will nearly double, reaching an astonishing 2.1
In a financial landscape where strategic growth often defines success, Mercer Global Advisors, Inc., a prominent national Registered Investment Adviser (RIA) headquartered in Denver, Colorado, has taken a significant step forward by acquiring Family Wealth Planning Group and its affiliate, Family
Switzerland stands at a pivotal moment in its fiscal landscape, with a series of tax reforms rolling out or under intense discussion this year, sparking both optimism and contention among policymakers, businesses, and residents alike. These changes, ranging from regional income tax cuts to federal
In the realm of ultra-high-net-worth (UHNW) families, where fortunes often span multiple generations, the emergence of artificial intelligence (AI) is introducing both unprecedented opportunities and significant challenges in wealth management and succession planning. This transformative
In a significant development within the financial advisory sector, AssetMark has made strategic moves to amplify its presence and influence among Registered Investment Advisors (RIA). With the recent appointment of Phill Rogerson as the new head of RIA sales, the company aims to leverage his
The landscape of wealth management in the current era is undergoing significant evolution, profoundly influenced by strategic mergers and acquisitions alongside transformative talent shifts. As the sector grapples with an increasingly complex economic environment, industry leaders are engaging in
