Financial Management

Imagine a world where nearly two-thirds of global investors are betting big on one sector to drive their portfolios forward, even as economic clouds loom on the horizon. That’s the reality painted by a recent comprehensive survey of over a thousand investment professionals spanning 26 countries and

Imagine a wealth management landscape where independent advisory firms face the constant challenge of balancing personalized client service with the need for cutting-edge technology and scalable operations—a delicate dance that can make or break their success. In this dynamic environment, Osaic

A curious split defined the week as Australian savers flocked to read-ups and calculators about Investment Retirement Accounts while equities, credit spreads, and currency markets barely twitched despite the swell in attention pouring through finance forums and broker dashboards. The divergence

Investors hunting for mispriced assets often find the clearest opportunities hiding in plain sight when a diversified company’s best parts are blended into an all-in-one multiple that pleases no one and obscures what matters most about cash flow, growth, and risk. DuPont’s decision to separate its

As inflation continues to erode purchasing power across Europe, the recent announcement of a 3.7% pension increase for German retirees in 2026 has sparked widespread debate about its adequacy in supporting an aging population amidst rising living costs. This adjustment, intended to provide relief,

In a year when private banks either clung to familiar playbooks or blinked under volatility, one Swiss player leaned into change with an unambiguous mandate to simplify, reduce risk, and get closer to clients who generate wealth across cycles and borders while expecting institutional-grade