Glenda Maree Rogan: A Financial Advisor Who Betrayed Trust
Glenda Maree Rogan, A Financial Advisor With A Scandalous Past Glenda Maree Rogan, a financial advisor from Wollongong, has been banned from providing financial services for 10 years by the…
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Separating Business and Personal Finances: A Key to Financial Success
Blurring the lines between personal and business finances can lead to complications and financial instability. Establishing clear boundaries between personal and business transactions is crucial for financial success and stability….
Estate Planning Alpha: Harnessing The Power Of Certainty
Estate Planning Alpha: Harnessing The Power Of Certainty In the financial services industry, “alpha” refers to a manager’s ability to outperform a benchmark over a given period. For investment firms…
KeyState Appoints Gayle Espinosa as Senior Vice President and Chief Financial Officer
KeyState, a leading provider of portfolio management, solar tax credit investments, captive insurance solutions, and entity management services for community banks and corporate clients, has appointed Gayle Espinosa as Senior…
Australia’s Corporate Watchdog Cracks Down on Social Media Influencers
The Australian Securities and Investments Commission (ASIC) has taken a strong stance against social media influencers who promote high-risk financial products without a licence, warning 18 individuals that their actions…
Canada’s Capital Markets: A Shrunken Ecosystem
Consolidation and Concentration Globally, IPO activity is declining and the universe of public companies is shrinking. In Canada, our private markets are currently insufficient to offset the decrease in our…
The Capital Group Companies, Inc. and its Subsidiaries
The Capital Group Companies, Inc. is a multinational financial services company that operates through several subsidiaries, each with its own distinct business model and set of services. Capital Research and…
Investors Seek Resilience and Selective Opportunities Amidst Economic Uncertainty
The global economy is experiencing unprecedented levels of uncertainty, with investors increasingly turning to active management to strengthen portfolio resilience and capture specific investment opportunities. A recent survey by Schroders,…
Hudson Structured Capital Management’s Rachel Bardon Joins Compre as Chief Underwriting Officer
Bermuda-based International Specialty Reinsurance Group Appoints Seasoned Industry Expert Rachel Bardon has been appointed to the newly-created role of Chief Underwriting Officer (CUO) at Compre, the Bermuda-domiciled international specialty reinsurance…
High Cash Holdings by Mutual Funds Signal Caution Amid Investment Challenges
Synopsis When fund managers err on the side of caution The mutual fund industry is witnessing high cash holdings as of March 2025, which might signal to investors a cautious…