Financial Management

Creative Planning Acquires SageView to Boost Retirement Focus
Financial Management Creative Planning Acquires SageView to Boost Retirement Focus

In a financial advisory landscape increasingly defined by the need for comprehensive solutions, a major development has emerged that underscores the growing intersection of retirement and wealth management services. Creative Planning, an Overland Park, Kansas-based registered investment advisor

Acquisitions: The Key Exit Strategy for African Startups
Financial Management Acquisitions: The Key Exit Strategy for African Startups

In the ever-evolving landscape of African technology, a seismic shift is reshaping how success is measured and achieved for startups across the continent, with traditional exit routes like initial public offerings (IPOs) proving elusive and venture capital funding facing significant constraints. A

Are Unused Pensions Sparking Family Estate Planning Talks?
Financial Management Are Unused Pensions Sparking Family Estate Planning Talks?

In the United Kingdom, a seismic shift in estate planning is on the horizon, driven by proposed changes to Inheritance Tax (IHT) rules that are set to reshape how families manage wealth transfer. Starting April 6, 2027, unused pension funds will be included in IHT calculations, a policy adjustment

AI Reshapes Financial Advice: Balancing Tech and Trust
Financial Management AI Reshapes Financial Advice: Balancing Tech and Trust

In an era where technology permeates every aspect of life, Artificial Intelligence (AI) is dramatically transforming the financial advice industry, turning a traditionally personal, human-centered practice into a domain driven by algorithms and data. Once reliant on face-to-face interactions and

Who Is Paul Regan Behind the $63M Ponzi Scheme Fraud?
Financial Management Who Is Paul Regan Behind the $63M Ponzi Scheme Fraud?

I'm thrilled to sit down with Marco Gaietti, a veteran in business management with decades of experience in strategic operations and customer relations. Today, we're diving into the murky waters of financial fraud, focusing on the recent high-profile case of an alleged Ponzi scheme that defrauded

Inflation Rises to 2.9% as Jobs Plummet and Fed Struggles
Financial Management Inflation Rises to 2.9% as Jobs Plummet and Fed Struggles

Overview of the Current U.S. Economic Landscape In a startling reflection of economic turbulence, inflation in the United States has climbed to 2.9%, a figure that signals persistent price pressures while job creation stalls dramatically, leaving policymakers and businesses on edge. This unsettling

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