Jupiter has been using Room Zero’s platform since last year to manage data feeds for mutual funds, hedge funds, and ...

WTL has announced a 50/50 joint venture (JV) with Merchant Wealth Partners, the Australian subsidiary of Merchant Wealth ...

Union Bancaire Privée (UBP) has announced the successful completion of its acquisition of UK-based SG Kleinwort Hambros from Societe Generale. As a result, SG Kleinwort Hambos will become Union ...

LPL will fund the acquisition using a mix of corporate cash, debt, and equity. Credit: Michael Vi/Shutterstock. LPL Financial Holdings has reached a definitive agreement to acquire Commonwealth ...

Wealth transfer is the biggest topic in private banking at the moment with trillions sent to change hands. So what is the ...

Hampden Bank posts solid 2024 results with growth across deposits, lending, and clients. Hampden Bank has reported another ...

Doğan founded Türkiye’s first independent multi-family office, Karman Beyond, in response to her own family’s wealth ...

Addepar is a global technology and data company that works with investment professionals to provide guidance but how?

Emirates NBD has entered a memorandum of understanding (MoU) with BlackRock to launch a private markets access platform.

RIA aggregator Waverly Advisors has purchased Baltimore, Maryland-based GGM Wealth Advisor. Financial specifics ...

Indivisible Partners, an RIA founded by former Merill Lynch wealth head John Thiel, has chosen Advyzon as the foundation of ...

Dynasty Financial Partners, a wealth-tech platform for financial advisors, has entered a custody deal with Goldman Sachs.