Finance News
Hong Kong Monetary Authority Appoints HKMA Executive Director & Former Exchange Fund CIO Clara Chan as CEO of $7.92 Billion Hong Kong Investment Corpo
Hong Kong Monetary Authority Appoints HKMA Executive Director & Former Exchange Fund CIO Clara Chan as CEO of $7.92 Billion Hong Kong Investment Corporation, Clara Chan Resigns from HKMA and Joins HKIC on 9th October 2023, Daryl Ho Succeeds Clara Chan
By NB
Oct 4, 2023
Creative Planning Picks Up $1B Kistler-Tiffany Advisors
Creative Planning announces its first acquisition since it agreed to buy Goldman Sachs' Personal Financial Management business.
By NB
Oct 4, 2023
Adjusted for Risk: Incorporating Macro Drivers in Investment Decisions with Katherine Krantz
Katherine Krantz, the CEO at Center for the Macro Specialist Designation, explains why financial advisors should use macro data and events when building investment portfolios.
By NB
Oct 4, 2023
What to Do When a Client Experiences a Windfall
Here are some best practices to help your client manage their newfound wealth responsibly.
By NB
Oct 4, 2023