News, Comment & Analysis results for Visa

Investment Strategies
June 9, 2025

Investors Put Chips Back On The Table, But Worries Linger – State Street

Equity exposure and sentiment has gyrated since the November elections. Recent measures of worry

Tax
May 27, 2025

Is The US Acquiring Or Losing “Golden Geese”?

This article examines developments ranging from President Trump's new "gold card" to attract HNW

People Moves
May 5, 2025

"Life Planning" Thought Leader Swaps Massachusetts For UK

George Kinder is a prominent figure in what he calls the Life Planning approach that extends the

M and A
March 31, 2025

Julius Baer Completes Sale Of Domestic Brazil Business

The Swiss bank said it will continue to operate its Brazil international business and is committed

Compliance
March 14, 2025

US Corporate Transparency Act: Compliance Reinstated, Enhanced Enforcement – New Deadline

One of our regular columnists and expert on legal matters writes about new developments affecting

Client Affairs
February 26, 2025

Advisors Welcome Trump's "Gold Card" Idea

The idea is a swerve on the concept of citizenship/residency-by-investment programs that operate

Technology
February 10, 2025

ARK Invest Highlights Innovation Themes Set To Drive Future Growth

ARK Invest, a global thematic exchange-traded funds issuer specializing in disruptive innovation

Technology
December 3, 2024

Evolving AI Use Cases In Wealth Management – The View From Broadridge

From AML controls to personalizing the client experience, the use cases for AI are hot topics for

Uncategorised
November 25, 2024

Digital Assets Are Reshaping The Physical World

Attention is moving to Decentralized Physical Infrastructure Networks, or DePIN. This article

Legal
October 28, 2024

Client Portability Through The Looking Glass

There is much confusion about what restrictions apply to asset, or client portability, and what the

Comment & Analysis results for Visa

Offshore
April 19, 2024

HNW Americans Smile On "Golden Visas" – And What's Next

A marker for globalization and the degree of unfettered movement that people enjoy, the market for