April 29, 2026

Wealth Management

Wealth Management

AHA participates in health care cybersecurity summit 

John Riggi, AHA’s national advisor for cybersecurity in risk, participated July 18 as the opening keynote speaker in the Information Security Media Group’s Healthcare Cybersecurity Summit in New York City to discuss emerging threats, defense measures and other cybersecurity issues within the health care sector. The event included sessions about threat detection using artificial intelligence,

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Wealth Management

2,094 Shares in JPMorgan Chase & Co. (NYSE:JPM) Bought by 49 Wealth Management LLC

49 Wealth Management LLC purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 2,094 shares of the financial services provider’s stock, valued at approximately $417,000. Other hedge funds and other

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Wealth Management

ClearTax and Grip Invest join forces to simplify tax management for investors

The partnership aims to simplify income tax filing and enhance financial well-being for modern investors. In a significant move to empower modern investors who are making high-yield investments, ClearTax, India’s leading online tax filing platform, and Grip Invest, India’s largest high-yield investment platform, have joined forces to deliver a seamless and user-centric tax-filing solution. This

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Wealth Management

Decoding Elevance Health Inc (ELV): A Strategic SWOT Insight

Robust Revenue Growth Despite Market Challenges Strategic Acquisitions Bolstering Market Reach Investment in Technology and Services Driving Competitive Advantage Regulatory Pressures and Market Dynamics Pose Ongoing Threats On July 17, 2024, Elevance Health Inc (NYSE:ELV) filed its 10-Q report, revealing a comprehensive overview of its financial performance and strategic positioning. As one of the leading

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Wealth Management

Deutsche Bank looks to Asia-Pacific wealth management business to drive core growth

“There is not one of our Asian markets where I would say that there is no growth. Asia-Pacific will drive a significant part of the growth in Deutsche Bank going forward.” The Frankfurt-headquartered bank generated the largest share of its revenue – 44 per cent – in its home market of Germany last year, according

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Wealth Management

HMRC sticks with Capgemini for tax management platform

Image source: istsock.com/bariz ozer HM Revenue and Customs (HMRC) has retained Capgemini for its role in supporting its Enterprise Tax Management Platform (ETMP) and end of period statements (EOPS). They have agreed on a new five-year contract valued at £402 million up to £574 million. This comes after the company was awarded the original contract

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Wealth Management

Nebraska Court Rules Tax Apportionment Provisions Trump State Law

In Shaddick v. Hessler, 316 Neb. 600 (May 10, 2024), the Nebraska Supreme Court decided that explicit tax apportionment provisions in a decedent’s revocable trust trumped the state law rule that all beneficiaries proportionally share in the inheritance tax burden. Michael Hessler established a revocable trust as part of his initial estate plan. Later, he

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Wealth Management

Natural Bridge Caverns checks in on health of property by counting fish

In the heat of a July afternoon, Brad and his brother Travis Wuest joined aquatic biologist Cody Craig in the shallow waters of the Cibolo Creek. The creek runs through the heart of the Natural Bridge Caverns property, owned by the Wuests. It was a busy day of wading in the water and dragging a

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Wealth Management

AI is taking over personal finance: Does this mean a brighter investment future for us?

Artificial intelligence (AI) is emerging as a transformative force in personal finance, revolutionising how you manage your money, save for the future, and invest intelligently. Take a look on how advanced algorithms powered by AI are enabling unprecedented levels of automation and customisation, making financial management more accessible and efficient than ever before. Mohamed Hashad,

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Wealth Management

Why in-house insurance is becoming a core RIA offering

Independent RIAs, once viewed as outliers where brokerages and private banks held sway, are now power players in wealth management — and their access to smart insurance strategies is only deepening this trend. Along with adherence to the fiduciary standard, access to state-of-the-art technologies and investment offerings, RIAs have doubled down on personal service, adding

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