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Maybe this stuff works on TV or on the stump. But it doesn’t work on Wall Street, where people can count.
Many advisors spend years mastering investments, but for affluent families, portfolio management is often just the starting point. Jason Diamond welcomes Constantine Hatzivassiliou, partner at Certuity, to discuss how his journey from aspiring professional golfer to leader of a nearly $5 billion multi-family office shaped his approach to client service. Their conversation explores why trust…
The linear model of traditional business payments is breaking apart thanks to embedded payments, instant rails and artificial intelligence (AI). “Payments went from being just a line on a P&L [profit and loss statement] to the thing that can actually drive product roadmaps [and] customer retention,” Ron Griswold, director of strategic alliances at WEX, told PYMNTS during a…
There are times when you can understand the argument being made by a Monetary Policy Committee (MPC) member even if you fundamentally disagree with the conclusion they have reached. However, I am increasingly struggling to understand Huw Pill’s apparent determination to push bank base rate (BBR) higher in the current environment. To be fair…