Eqbac

October 14, 2025 / October 14, 2025 by EQBAC

Establishing a personal brand is increasingly important for independent financial advisors and wealth managers. The fact that a clear and consistent brand helps attract and retain clients is common knowledge. Yet many advisors face significant challenges in developing their own identity. The nature of the challenge is structural, operational, and regulatory. The key factors behind […]

Read more »

Eqbac

September 16, 2025 / September 16, 2025 by EQBAC

High-net-worth investors are increasingly asking their advisors about opportunities beyond Indian markets. They want access to global funds, international bonds, innovative structures, and early-stage companies before they go public. For many IFAs and wealth managers, meeting this demand has been difficult. Regulatory barriers, fragmented providers, and complex execution models often turned global investing into an […]

Read more »

Eqbac

August 14, 2025 / August 14, 2025 by EQBAC

While much of the world remains fixated on U.S.-China tensions, a quieter recalibration is unfolding in Southeast Asia, one that carries significant implications for capital allocation, trade flows, and long-term investment themes. The Association of Southeast Asian Nations (ASEAN) is actively repositioning itself as a strategic and increasingly investible middle ground. Over the past two […]

Read more »

Eqbac

July 18, 2025 / July 18, 2025 by EQBAC

You can delegate your rebalancing. You can automate your tax harvesting. But can you trust an algorithm to tell an investor when to stay the course during a market panic? Artificial intelligence has been realized in portfolio management and is reshaping how trades are executed, risks are modeled, and asset classes are evaluated. But here’s […]

Read more »

Eqbac Market Insights

June 16, 2025 / June 16, 2025 by EQBAC

The past two years have served as a reminder that the US equity market is not just resilient—it’s adaptive. Following consecutive annual gains of 24% in 2023 and 23% in 2024, 2025 opened with cautious optimism. Not because of momentum alone, but due to shifting fundamentals that are changing the complexion of returns. Broader earnings […]

Read more »