Millennium Wealth Management has announced the acquisition of The Protectors Financial as part of an ambitious growth strategy that will see the business expand its footprint across Shropshire while broadening its range of financial services. Pictured are Dan Harris and Neil Baker As part of the transition, the company will be rebranded as The Mortgage Centre, reflecting
KUALA LUMPUR: Tax management has become an integral part of corporate governance strategy as more companies place greater emphasis on tax compliance, risk management, and transparency in their business operations, the Malaysian Inland Revenue Board (IRB) said today. IRB said in a statement today that this development was clearly reflected in the strong response to the
New personal financial management capability helps about 1.5 million NEO customers better understand spending, manage subscriptions and take greater control of their finances Published: Wed 22 Jul 2026, 4:28 PM Reinforcing its commitment to customer-centric digital innovation, Mashreq has launched Money Insights, a new personal financial management capability within Mashreq Mobile App. Designed to help
Sameer to drive growth, investment in wealth management business CHARLOTTE, N.C., July 22, 2026 /PRNewswire/ — Truist Financial Corporation (NYSE: TFC) today announced Shimna Sameer as head of Truist Wealth. Sameer joins the company to accelerate the performance and scale the delivery of Truist’s wealth management business. As head of Truist Wealth, Sameer will have
Rothschild & Co has appointed Samantha Beach as a director and client adviser in its UK Wealth Management business based in Manchester, further strengthening its regional presence. Samantha joins from Barclays Private Bank, where she spent more than a decade advising individuals, founders and families with substantial wealth across the North of England, developing
What Is a Personal Financial Specialist (PFS)? A Personal Financial Specialist (PFS) is a certification for certified public accountants (CPAs) that allows them to expand their expertise and offerings to include financial planning and wealth management. The American Institute of Certified Public Accountants (AICPA) established the Personal Financial Specialist (PFS) credential, which is reserved for
Cresset Capital Management, a multi-family office based in New York overseeing more than $250 billion in client assets, has hired Chris Tiano and Nick Smith as managing directors and wealth advisors in its Los Angeles and New York offices, the firm announced Tuesday. Tiano and Smith previously served as directors for Lazard Wealth for about
Show Quick Read Key points generated by AI, verified by newsroom One-third of urban Indians frequently experience financial anxiety. Financial planning and money management cause significant urban stress. AI tools and social media increasingly guide financial decision-making. Nearly one in three urban Indians frequently experience financial anxiety, with managing money proving to be a bigger
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Gautam Chadda, Executive Director at RBC Wealth Management, says supply bottlenecks mean scarcity in the high-bandwidth memory market could persist for another six to 12 months, with AI enablement and AI infrastructure spending continuing to support memory makers. He also discusses the
RBC Wealth Management has lured a six-person team, KPM Wealth Advisory Group, from Stifel, Nicolaus & Company to its Dallas branch. The advisors had previously overseen $1.6 billion in client assets. The team includes managing directors and financial advisors Donald Kinsey, Travis Moss and Matthew Pickett, along with senior financial associates Shawn Ezzo and Stephanie