This week’s financial headlines were dominated by a relatively strong showing by the wirehouses and big investment banks, including in their wealth management divisions. And while Bank of America’s Merrill Lynch acknowledged on its earnings call the large registered investment advisor breakaway from last year, OpenArc Corporate Advisory, executives emphasized that advisor attrition remained at
Watch the full webinar, “Collaboration Over Competition: Charting a New Path to Better Patient Care,” above. The health care industry is ripe with opportunities for organizations to partner, from pipeline programs that aim to bolster the workforce to data-sharing initiatives that spread institutional knowledge far and wide. But at a recent Newsweek virtual event, health system leaders disagreed about whether this collaborative spirit is sustainable long-term. The webinar, “Collaboration Over Competition:
As artificial intelligence (AI) moves from novelty to necessity, Alex Kearns, Founder and CEO of DataDasher, is urging private wealth managers to rethink their operating models. In an interview with Hubbis ahead of the Independent Wealth Management Forum – Dubai 2026, Kearns outlined how DataDasher is helping advisers navigate client expectations, rising data complexity, and
Chief investment officers and investment committees in the wealth management space stress the importance of setting up client portfolios for the long-term and avoid overreacting to short-term market disruptions. In addition, aside from a brief, sharp sell-off in response to the tariffs imposed on Liberation Day last spring, markets themselves have become less responsive to
Andy Timmerwilke is a Managing Director at Merrill (Bank of America) in Chicago advising high‑net‑worth families, executives, and business owners on comprehensive wealth management. In January 2026, Forbes announced that Timmerwilke and his colleagues were ranked “#1 best in state (under Chicago High Net Worth).” In 2025, Forbes once again recognized the Oberlander Timmerwilke Group
Almost every industry is adopting AI, for better and for worse. But in the world of wealth management, AI is helping advisors give their clients better advice, faster than ever — without charging 1% of your assets every year. It’s smart to be skeptical of AI, especially when it comes to managing your money. But
Nominate your team to highlight your expertise and client impact. In today’s fast-changing financial landscape, clients rely on skilled wealth management teams to navigate complex markets, plan for the future, and achieve their financial goals. These teams provide strategic guidance and trusted advice, making their role essential for individuals and businesses alike. To honor these
TEMPO.CO, Jakarta – Nowadays, social media has become the main source of health information for people, covering everything from dietary advice to claims about the effectiveness of medications and treatments. However, Professor Zullies Ikawati, a lecturer at the Faculty of Pharmacy, Gadjah Mada University (UGM), believes that a lot of health information in the digital space is
This week on IFA Talk, we’re joined by Martin Lockyer, Co-Founder and Managing Partner at Westminster Wealth Management, to find out from his years of experience as an adviser and running an advice business, what it takes to build and run a successful firm. Martin’s insight into succession planning is particularly thought provoking, and reinforces
KUALA LUMPUR: Maybank Group Wealth Management’s (GWM) total financial assets exceeded RM565 billion as of September 2025, underpinned by strong momentum in Islamic wealth management. Maybank Community Financial Services group chief executive officer (CEO) Syed Ahmad Taufik Albar said total wealth fees rose 23.5 per cent year-on-year, driven by a 32.8 per cent expansion in investment assets under management. He