It’s no secret that the financial services landscape is continuing to evolve quite rapidly. With increased regulation, technological advancements, and shifting client expectations, financial advisers are…
Affinity Wealth Management LLC bought a new position in Discover Financial Services (NYSE:DFS) in the 4th quarter, according to the company in its most recent 13F…
Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced that Young Wealth Management, a registered investment adviser (RIA), has joined…
As he often does, Michael Kitces had a way of summing it all up.Kitces, the “chief planning nerd” at Kitces.com, co-founder of the XY Planning Network…
NEW YORK, Nov. 21, 2024 /CNW/ – Galaxy Digital Holdings Ltd. (TSX: GLXY) (“Galaxy”) announced that its affiliate, Galaxy Asset Management, (“GAM”), reported preliminary assets under…
Miami Dolphins are in advanced talks to sell minority stake in team to Ares Management, billionaire Joe TsaiGetty ImagesThe Miami Dolphins are in advanced talks to…
Climate-sensitive industries account for one third of U.S. GDP, or $9.4 trillion, according to the National Oceanic & Atmospheric Administration (NOAA). Applying that to the world is…
Having a reliable and secure way to confirm the identity of customers has become crucial for financial institutions. All over the world, digital payment methods are…
A unified view on risk and complianceFor years, financial institutions have implemented disparate risk management and compliance applications to meet the latest regulatory requirements and reduce…