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

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

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.

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

For UHNW families with assets, homes, and heirs across multiple jurisdictions, passing on wealth is far from straightforward ...

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 ...

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

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