Jump, a provider of AI solutions for financial advisors, has established a partnership with Cetera Financial Group.

Suntera Global, a provider of bespoke fund, corporate, and private wealth services, has agreed to sell its majority stake to ...

Elevation Point has obtained a strategic minority investment from Emigrant Partners, a player in the capital and advisory ...

UBS Group has established a tie-up with General Atlantic, aiming to support private credit opportunities. This collaboration ...

Artificial Intelligence has finally arrived not as a sci-fi spectacle, but as a practical, powerful worker embedded into the ...

VisionPoint Advisory Group has merged with Navitas Wealth Advisors to establish Balefire, an advisory business registered ...

UBS Group has agreed to pay $511m to resolve a US investigation into its subsidiary, Credit Suisse Group, regarding its role ...

Cleveland-based wealth management firm MAI Capital Management partners with fintech iCapital to streamline and scale its ...

Mariner Financial Services has acquired Hyre Personal Wealth Advisors, a firm based in Columbus, Ohio. It will ...

Mercer, a subsidiary of Marsh McLennan, has completed the acquisition of SECOR Asset Management for an undisclosed sum.

The Abu Dhabi Investment (ADIO) has collaborated with Alpheya, aimed at enhancing digital wealth management capabilities ...

Swiss giant UBS Group is in advanced negotiations with General Atlantic to enter the private credit market through a ...