Bain Capital and CC Capital have further sweetened their buyout offers for Australian wealth manager Insignia Financial.

CI Wealth, CI Financial’s Canadian wealth unit, has partnered with Conquest Planning, a provider of AI-powered financial ...

Zocks, an AI-driven client intelligence platform designed for financial services, has secured $13.8m in a Series A funding ...

Wealth management firm Close Brothers Asset Management has rebranded as TrinityBridge, marking a fresh chapter as an ...

Osaic has partnered with Jump and Zocks, both AI-powered platforms for advisors, to streamline its wealth management ...

UK-based fintech ZILO has supported State Street in the launch of its transfer agency offering in the UK and the onboarding ...

Canaccord Wealth has taken a significant step in its global expansion by opening a permanent office in Dubai’s financial hub, ...

Goldman Sachs is reportedly planning to reduce its headcount by 3% to 5% during its annual performance review this spring.

Private equity firm Aquiline has agreed to purchase the Family Office Services business from SEI for $120m. The acquired ...

Dutch banking group ING has agreed to acquire a 17.6% stake in wealth manager Van Lanschot Kempen from Reggeborgh Groep.

With March marking Free Wills Month, a study by Charles Stanley revealed that 26% of people aged 55 and over still do not ...

In an era where cyber threats loom large over every industry, asset managers find themselves in an increasingly precarious ...