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
Over the last few years, robo-advisors have become increasingly prominent in the financial services sector, reshaping how Canadians approach investments. These digital platforms use sophisticated algorithms to offer portfolio management with minimal human intervention, providing investors with an
In recent years, the finance sector has witnessed significant shifts in consumer behavior, driven by evolving technology and heightened expectations for personalized and seamless services. The migration of $2 trillion from traditional banks to fintech solutions and high-yield savings accounts