Australia's financial planning industry has been experiencing a notable shift, with adviser movements and the efforts of licensees to attract lucrative advice practices becoming increasingly competitive. The landscape is evolving rapidly, with new entities arising and old ones restructuring,
AI adoption in wealth management is emerging rapidly and has created monumental changes in how financial services are operated. Unique AI, leveraging sophisticated AI solutions, is pioneering this transformation within the Asian market. The CEO, Damien Piper, explains their strategy and vision,
The Strathcona Regional District (SRD) has officially greenlit its Financial Plan for 2025-2029, emphasizing strategic investments and responsible management to foster community welfare, climate resilience, and governance. Designed to steer the district’s operations and strategic initiatives, this p
The financial planning landscape in Mansfield, Ohio, has reached a new milestone with the opening of a Northwestern Mutual office led by Tyler Thomas. The firm’s arrival signifies not only the growth and expansion of its services but also the fulfillment of Thomas’s personal ambition to serve his ho
The landscape of wealth management in Asia has evolved significantly, marked by rapid economic growth and increasingly sophisticated financial markets. This evolution presents both opportunities and challenges for wealth management firms, particularly those committed to ethical and client-centric
The Regional Board for the Regional District of Central Okanagan (RDCO) and the Central Okanagan Regional Hospital District (CORHD) adopted the 2025-2029 financial plans on March 20, 2025. With substantial budgetary allocations and strategic planning, these financial blueprints aim to cater to
