August 28, 2026

Wealth Management

Wealth Management

EBC Financial Group Expands Asset Management Capabilities

SYDNEY, Oct. 16, 2024 (GLOBE NEWSWIRE) — In a significant move toward expanding its global asset management footprint, EBC Financial Group (EBC) has successfully obtained an Australian Financial Services Licence (AFSL) for Asset Management from the Australian Securities & Investments Commission (ASIC). This acquisition strengthens EBC’s ability to provide sophisticated investment solutions to institutional investors,

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Wealth Management

Commonwealth Rolls Out Tax Planning, Efficiency Tools for Advisors

What You Need to Know Commonwealth Financial Network is rolling out a series of new tax-focused planning tools for its advisors. Newly revealed planning solutions cover direct indexing, portfolio tax optimization, UMAs and more. CEO Wayne Bloom says the suite of solutions is designed to help advisors win back more time to serve clients. The

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Wealth Management

Search committee formed to identify next Bloomberg School of Public Health dean

By Hub staff report / Published Oct 15, 2024 A 17-member search committee has been appointed to help lead a global search for the next dean of the Johns Hopkins Bloomberg School of Public Health, JHU President Ron Daniels announced in a message to the university community today. The committee will be chaired by Provost

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Wealth Management

CA Indosuez Expands Investment Options by Connecting to

Press release Paris, Vaduz – 15 October 2024 – CA Indosuez is now offering its private banking and high-net-worth clients the opportunity to trade on the ARTEX Global Markets trading venue and benefit from Indosuez’s comprehensive investment services. ARTEX GM is a multilateral trading facility (MTF) where shares in world-famous, iconic works of art are

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Wealth Management

Neonomics launches Nello, a Personal Finance Manager app

Neonomics has introduced a new product suite called Nello, aimed at elevating Open Banking through AI-driven solutions and simplified payment experiences. Neonomics is authorised by the Norwegian FSA as a licensed payment institution throughout Europe and provides payment initiation and account information services to various businesses.   Nello AI and Nello Pay launch

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Wealth Management

Business Administration Degree vs. Finance Degree

A business administration or finance degree can lead to opportunities in large and small organizations in the public and private sectors or prepare an entrepreneur to start a business. Introductory coursework often overlaps for students, and both degrees require accounting, statistics, economics, and business law. According to the U.S. Bureau of Labor Statistics (BLS), employment

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Wealth Management

John Harbaugh Provides Health Update on His Brother, Jim Harbaugh

Family and football is a common refrain, and family comes first. So when Jim Harbaugh, John’s brother, experienced a health issue during Sunday’s Chargers-Broncos game, the Ravens and General Manager Eric DeCosta interrupted John’s postgame press conference to give him the update. Jim turned out to be fine. After going in the blue medical tent

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Wealth Management

Latin America: The New Wealth Battleground

The race for Latin American and Caribbean ultrawealthy assets is on, as global powerhouses compete with local giants.  Multinational and behemoth private banks increasingly view Latin America as a cornerstone of their growth strategy. Recently, global giants including Citi, UBS, BBVA, and Santander have revamped their teams and opened new divisions in the region, aiming

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Wealth Management

Credit score: When a small debt becomes a big problem

In today’s fast-paced financial environment, a strong credit score can be the difference between success and stagnation for businesses. Credit scores serve as a key determinant for accessing capital, managing cash flow, and fostering business growth. Kelvin Waitherero, the credit administration officer at Credit Bank explains that a credit score is a numerical representation of

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Wealth Management

Jeff Levine Joins Tax Planning Faculty at American College

The financial planning expert Jeff Levine is joining the American College of Financial Services as a professor of practice in tax planning. American College President and CEO George Nichols made the announcement on LinkedIn and in a longer post on the college’s website, noting that Levine has already worked closely with the institution in the development of

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