Green, Yellow or Red Zone Client?
Assessing personal and family complexity in wealth advising
-
-
Dollar Eases on Euro and Yen Strength
The dollar index (DXY00) fell by -0.04% on Wednesday. The dollar posted modest losses on Wednesday amid a mild recovery in the euro and the yen. The euro rose ahead of Thursday’s ECB meeting, and the yen recovered slightly from Tuesday’s 39-year low on the prospect of faster BOJ interest rate hikes. Losses in the…
-
EU Fines Google Under Digital Markets Act (CMA), His Tech Firm With €890 Million Penalty
The European Commission has penalized global tech firm Google [Alphabet] (NASDAQ:GOOG) under the Digital Markets Act (DMA) for the transgression of allegedly preferencing its own services on search over competitors. Google has been fined €890 million (over $1 billion). The EU claims that Google obfuscated alternative or potentially cheaper services from users. Google was previously…
-
KPMG working with OpenAI to advance new “headless” enterprise tech model
Big Four firm KPMG announced a strategic alliance with OpenAI, the company behind ChatGPT, to develop and deploy AI solutions that reflect a new vision for enterprise software in the modern era for both staff and customers, beginning with joint development of a supply chain and fulfillment solutions platform. Processing Content The two companies will…
-
The Diamond Podcast: Cyndeo Wealth Partners’ Matt Kilgroe
Five years after launching Cyndeo Wealth Partners from UBS, Matt Kilgroe returns to the podcast to discuss what happens after independence. Rather than focusing on the transition itself, Louis and Matt explore the next phase of growth: scaling an advisory business, attracting talent, developing niche expertise, taking on outside capital, and building an enterprise designed…
-
Six technology and innovation investment trusts to consider
Technology, and its ever-present subsector artificial intelligence (AI), are perhaps the hottest topics in investment – and have been for several years. Information technology officially accounts for 32% of the MSCI ACWI Index. Yet in reality, what we’d all intuitively think of as ‘tech’ companies account for a greater proportion of this, since MSCI officially…
-
Adani Energy Solutions Sees Positive Jefferies Outlook As Energy Trading Drives Growth
Adani Energy Solutions (AESL) receives a positive outlook from Jefferies, which hikes the price target to Rs 2,060 due to rising energy trading contributions and a robust medium-term growth trajectory across transmission, distribution, and smart metering. The energy solutions platform shows potential for additional capacity and higher EBITDA, reinforcing AESL as a top utility pick….
-
Oprah Was Offended When People Called Her a Brand. Her Authenticity Is What Scaled
Your truth is your strongest marketing strategy.
-
Monetary policy decisions
23 July 2026 The Governing Council today decided to keep the three key ECB interest rates unchanged. The outlook for energy prices, while highly volatile, currently stands close to the baseline of the June Eurosystem staff projections and well above the levels recorded prior to the conflict in the Middle East. Uncertainty remains high and…
-
The hidden cost of AI: Why your town is negotiating with Amazon and Microsoft
The future of data centers isn’t being decided in Silicon Valley boardrooms or Washington backrooms. It’s being shaped on Main Street, in town councils and utility commissions across America. What’s emerging is a new “community contract” that delivers for both sides – joining the data center boom with key local investments and benefits. That contract…
