WEALTH MANAGEMENT

Oct 24 2025BUSINESS

NatWest's Big Win: Profits Up, Future Looking Bright

NatWest, a major bank in the UK, just shared some exciting news. They made a lot of money last quarter, more than they did last year and even more than experts thought they would. This is a big deal because it shows they're doing well. They also shared that they expect to make even more money this year than they first thought. This is because they're lending more mo...

reading time about 1 minute
Oct 22 2025FINANCE

From Filing Clerk to Finance Guru: A Journey in Wealth Management

Anna DerParseghian's career path took an unexpected turn when she was just 20 years old. She started as a filing clerk, but a mentor saw potential in her and sent her to a firm in Westwood that was looking for an account manager. That decision changed everything. Today, she's a managing partner at PTD Business Management, a firm that handles the finances of some of t...

reading time about 1 minute
Jul 22 2025FINANCE

Managing Money Made Easy: A Fresh Take on Investment Tracking

Many people struggle with managing their finances because schools don't teach much about money. Things like savings, investments, and pensions are often left to individuals to figure out on their own. This is where tools like Ghostfolio can make a big difference. Ghostfolio is a self-hosted app designed to help people keep track of their investments and other assets....

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Jan 31 2025BUSINESS

Leadership Change at City National Bank: What This Means For Young Budding Bankers of the Future

Big changes are coming to top positions here - A major switch in managing leadership has happened at City National Bank Two key people are stepping in to oversee entertainment banking and private wealth. Kelly did a great job leading that group. But she's stepping away for new challenges. This means the bank's focus on entertainment, wealth management, and ...

reading time about 2 minutes
Sep 16 2024TECHNOLOGY

The Crypto Market's Biggest Test: Will It Pass?

The past week has been a rollercoaster ride for the crypto market, with a sell-off that wiped out $367 billion in value. But instead of fleeing, institutional investors took advantage of the dip to buy in. Spot ether exchange-traded funds saw net inflows of around $120 million, with most traders buying in on Monday and Tuesday when ether was down 42% from its March p...

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Sep 11 2024BUSINESS

Goldman Sachs Takes a Hit, But What's Its Next Move?

Goldman Sachs is warning of a $400M writeoff, but is it a wake-up call for the bank or just a speed bump? The storied investment bank is expecting a 10% decline in trading revenue due to tough fixed-income conditions and year-over-year comparisons. But what's behind this unexpected hit? Was it a hasty exit from the consumer arena, or a necessary step towards a bright...

reading time less than a minute