Wealth management firm Focus Financial has announced merger of its partner firms Brownlie & Braden and Prairie Capital ...

BNP Paribas Cardif, part of French banking group BNP Paribas, has entered a share purchase agreement to acquire AXA’s asset ...

American private equity house TA Associates has agreed to invest in New Zealand-based wealth management company Craigs ...

InvestCloud has introduced Private Markets Account (PMA), a new private-markets account offering intended to simplify ...

Financial services professionals worldwide are bracing for a significant boost in bonuses in 2025, with an average expected ...

New Jersey-based investment advisory firm Summit Financial (Summit) has picked a minority stake in North Carolina-based ...

From regulatory advancements to next-gen sustainability priorities, UAE family offices are leading a change in global wealth ...

Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment ...

Wealth management Titan Wealth has acquired Independent Wealth Planners (IWP), a UK financial planning provider, subject to ...

Atlanta, Georgia-based wealth management firm Merit Financial Advisors has expanded in the Pacific Northwest with the ...

Italian Exhibition Group is an Italian company in the organisation of international trade fair events. Through its IMI ...

Santander Corporate & Investment Banking (Santander CIB) has strategically partnered with two prominent US equity research ...