News

DWS is reportedly engaged in discussions with Nippon Life to establish a JV focused on asset management in India.
Suntera Global, a provider of bespoke fund, corporate, and private wealth services, has agreed to sell its majority stake to ...
Jump, a provider of AI solutions for financial advisors, has established a partnership with Cetera Financial Group.
UBS Group has established a tie-up with General Atlantic, aiming to support private credit opportunities. This collaboration ...
Elevation Point has obtained a strategic minority investment from Emigrant Partners, a player in the capital and advisory ...
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 ...
For UHNW families with assets, homes, and heirs across multiple jurisdictions, passing on wealth is far from straightforward ...
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 ...