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In London’s financial sector, having taken an advanced course in Excel is a plus when it comes to looking for employment or ...

Understanding Forex Trading in Nigeria. Forex, or foreign exchange, is the market where currencies are traded. In Nigeria, trading is legal through regulated brokers and recognize ...

Artificial intelligence can be a valuable tool for client communications and other time-consuming tasks, allowing advisors ...

The percentage of advisors who report being able to buy crypto directly in client accounts rose to 42% in 2025, up from 35% ...

The team at AI notetaker and meeting automation platform Jump has analyzed a veritable mountain of unstructured data from over 12,000 advisor-client meetings to develop its inaugural 2026 Financial ...

Cerulli research shows bond-focused ETFs attracting stronger flows as issuers roll out more taxable, municipal, and active ...

Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.

Ben Zwief is a client advisor at Crescent Grove Advisors. Zwief specializes in creating and implementing personalized financial strategies for C-suite executives, entrepreneurs, business owners and ...

The collaboration brings together Schwab's industry-leading custody infrastructure with NDEX's advanced data and workflow automation, giving wealth managers, RIAs, and family offices a more seamless, ...

Client portfolios have produced double digit gains in 2025 for the third year in a row and in line with benchmark returns for most clients. Gold, which has been a material portion of client portfolios ...

BNY Pershing and Goldman Sachs Ayco are entering the client custodial referral market, a space previously dominated by Charles Schwab and Fidelity Investments, with further competitors likely to join ...