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 ...

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

Cahill Wealth Management will operate under the Edelman brand and be fully integrated into the firm’s operations. Credit: Michael Vi/Shutterstock. Edelman Financial Engines (EFE) has acquired Cahill ...

Having joined the board on 1 September 2017, Mark Tucker became group chairman on 1 October 2017. Credit: HSBC Group. HSBC has announced that group chairman Mark Tucker intends to retire before the ...

Mercer, a subsidiary of Marsh McLennan, has completed the acquisition of SECOR Asset Management for an undisclosed sum.

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

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