On 31 October 2025, the FCA published its findings from a multi-firm review of consolidation in the financial advice and wealth management sector.

At Schwab Impact, Lisa Salvi discusses how advisors balance AI adoption with human talent while optimizing workflows and data ...

Shawn Lytle, CEO, Nomura Asset Management International, said: “The newly combined business has a strong foundation, with a ...

Christoph Heidler’s career spans almost 30 years in executive IT management, including four CIO roles across Swiss SMI and German DAX-listed companies. He first encountered Swiss Interim Management in ...

Key Takeaways Experts warn that AI tools can sound convincing but often rely on outdated info and lack personal context.Specialized platforms like Quest IndexGPT and AIEQ ETF offer institutional, data ...

Goldman Sachs to acquire Innovator Capital Management, a provider of defined outcome exchange-traded funds (ETFs), for up to ...

Near (Hire With Near) reports that optimizing distributed employee teams enhances flexibility, cost-efficiency, and talent retention.

Meena Lakdawala-Flynn said you can develop the grit and work ethic she learned in gymnastics from a devotion to any craft, ...

Tucker York, global head of Goldman Sachs Wealth Management, speaks with Global Finance about the shifting private banking ...

Advances made by a taxpayer in its business of managing an arena were not bona fide debt, and the taxpayer was not entitled ...

One of the clearest examples of AI transforming retail banking is the rise of AI-powered chatbots. Today, these digital ...

Clifton Wealth Partnership (CWP) has completed its tenth acquisition of the year by snapping up Lifestyle Financial Advice.