Artificial Intelligence (AI), automation, and agile systems are revolutionising the sector, yet many banks, insurers, and ...

Mercer Global Advisors (Mercer Advisors) has acquired Lewis Wealth Management, a Denver, Colorado-based RIA. This transaction ...

The duo will assume their new responsibilities on 1 June 2025. Credit: Sam Davids/Shutterstock. Northern Trust Asset Management (NTAM), a division of Northern Trust, has appointed Michael Hunstad and ...

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 ...

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

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

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

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

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