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Financial Market News
You are at:Home»Posts Tagged "Wealth" (Page 4)

10 key stories on AI and wealth management in 2024

By FinMar NewsDecember 16, 2024

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…

Norway wealth fund sells shares in Israel’s Bezeq over telecom services to

By FinMar NewsDecember 4, 2024

Norway’s sovereign wealth fund, the world’s largest, has sold all of its shares in Israel’s Bezeq, which provides telecommunications services to Israeli settlements in the occupied West…

Swiss wealth manager Lombard Odier indicted for money laundering

By FinMar NewsNovember 29, 2024

A pedestrian walks by the entrance to Lombard Odier in Geneva, Switzerland.Bloomberg | Bloomberg | Getty ImagesLombard Odier — one of Switzerland’s oldest private banks —…

Most affluent advice seekers want a one-stop wealth shop – but they’re

By FinMar NewsOctober 18, 2024

While nine-tenths are satisfied with their financial advisor and would look to their current provider first for a new service, firms can’t let their guard down,…

94% of Asian private wealth is investing or considering crypto: Report

By FinMar NewsOctober 16, 2024

A new report from Aspen Digital estimates that 76% of private wealth in Asia has already dabbled in digital assets, with an additional 18% planning future…

Rolls-Royce NYC Private Office showroom caters to top-tier clients

By FinMar NewsOctober 8, 2024

Rolls-Royce has opened its first U.S. “Private Office,” a secret VIP design studio for ultra-wealthy clients who want highly personalized cars.The Private Office, in Manhattan’s trendy…

Broadridge’s Securities-based Lending Capabilities and Wealth Lending

By FinMar NewsSeptember 15, 2024

The collaboration enables independent advisors to deliver holistic advisory services across the full balance sheet with integrated SBL capabilities to see the borrowing power for portfolios.…

Soaring sports team values pressure owners on taxes, succession

By FinMar NewsSeptember 3, 2024

A detail view of a NFL shield logo paint of the field during a preseason game between the Los Angeles Rams and the Houston Texans at…

Cannabis industry targets luxury consumers in New York

By FinMar NewsSeptember 2, 2024

The Travel Agency on Fifth Avenue in New York Cityis an adult-use recreational marijuana dispensary.Courtesy: The Travel AgencyCannabis consumption has turned a corner — and now…

Where to stay and how to spend your money in Singapore

By FinMar NewsAugust 19, 2024

For many, Singapore — the city that inspired “Crazy Rich Asians” — is synonymous with luxury, with top-tier accommodations, high-end shopping and restaurants.But where to stay,…

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