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 ...

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 ...

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

CaerphIlly headquartered financial services group Thomas Carroll has sold its wealth management business to Titan Wealth. The ...

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, ...

Searching for Christmas gift inspiration? Here are seven books to give the entrepreneur in your life - or for entrepreneurs ...

Bill Ackman's old-fashioned dating advice goes viral with 3.6 million views as the billionaire investor shares his simple ...

That’s where Eric Fulton comes in. Known for his calm approach and focus on fairness, he has built a reputation as a voice of ...

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

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