As of May 14, 2025, BF&M Limited, the ultimate parent company of Argus Wealth Management, changed its name to Allshores Limited. On July 1, several Bermuda-based companies within the Allshores Group amalgamated under new names. Learn More
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Source: Yahoo Finance – Analysts are increasingly focused on the risks of an AI-driven market rally, as a growing share of investor capital becomes concentrated in a small group of companies benefiting from the sector's rapid growth.
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Source: CNBC – Stocks in Europe are tracking their Asian counterparts higher after Japan's Nikkei 225 breached 65,000 for the first time.
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Source: CNBC – The comments come against a backdrop of deepening disillusionment among younger investors and rising mistrust in wealth management institutions.
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Source: MSN – The CEO of a wealth management software company said hundreds of good decisions over many years is what preserves riches.
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Source: UBS Wealth Management USA – At the end of the day, it’s not just about wealth. It’s about what your wealth can accomplish. Together, you and your UBS Financial Advisor can help prepare your financial life for today, tomorrow and generations to come – so you can stay focused on what matters most, no matter what the markets are doing. That’s our focus as the world’s largest wealth management firm.
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Source: World Economic Forum – The Strait of Hormuz has been effectively sealed by the Iran war, starving the global economy of essentials. This is how the narrow waterway became so crucial.
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Source: Stuff – Poor planning will eventually come back to bite you.
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Source: Investopedia – Gen Z is rewriting the rules of investing. Here are the surprising ways they're doing it.
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Source: Collaborative Fund – Adam Smith, the 18th century economist, wrote that it’s not uncommon to meet a mother in the Scottish highlands “who…
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Source: CFA Institute Research & Policy Center – The 10 Most Read Enterprising Investor blogs from Q1 highlight key trends in portfolio strategy, global markets, and AI in investment management.
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Source: Money – These moves can help you avoid years of back-breaking interest.
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Source: CNN – Americans are growing more pessimistic about the US economy as the war on Iran continues to roil markets, with sentiment falling across all income groups — including the wealthiest.
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Source: Fox Business – Goldman Sachs economists see inflation moving higher this year than in their previous forecast amid the oil price shock caused by the Iran war's impact on global oil supplies.
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Source: MSN – We sold our big single-family house when we became empty-nesters and downsized to a townhome. It has benefits, like no mortgage, and drawbacks.
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Source: BlackRock – Larry Fink explores how long-term investing can help more people share in their country's growth as geopolitical change and AI are reshaping the global economy.
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