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 ...

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 ...

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

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

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

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 ...

Mariner Financial Services has acquired Hyre Personal Wealth Advisors, a firm based in Columbus, Ohio. It will ...

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