The financial planning fintech company, Facet, recently announced a successful $35 million funding round, pushing its total fundraising to an impressive $210 million. This recent influx of capital was led by Multiplier Capital and saw participation from several other notable investors, including
Investment strategies play a critical role in achieving financial goals and ensuring long-term wealth accumulation. They provide a roadmap for making informed decisions about where and how to allocate resources. Understanding different investment strategies helps investors manage risks and optimize
HSBC Holdings plc, under the leadership of Nader Guirguis, CEO of HSBC Private Wealth Services (Canada), has laid out ambitious plans to double its private client base in Canada over the coming three to four years. HSBC's commitment to expanding its private wealth management services in Canada is
In the wake of recent natural disasters, specifically Hurricanes Milton and Helene, the Small Business Administration (SBA) is grappling with a significant shortage of funds in its disaster loan program. This development poses serious challenges for disaster survivors, raising concerns about the
In a significant shift for Clarion Wealth Planning Limited, the financial planning firm based in Alderley Edge, founder Ron Walker has sold the majority of his shareholding to the existing management team through a management buyout (MBO). This move is crucial in preserving the company’s
Remote work has revolutionized business operations, offering unmatched flexibility and cost savings. However, this shift has also introduced significant cybersecurity challenges, amplifying the importance of robust IT Asset Management (ITAM). As businesses navigate this new landscape, effective