The Mather Group (TMG) has expanded its foothold in the US with the purchase of Pillar Wealth Management, based in Walnut ...

IQ-EQ has purchased South Watch from the majority shareholder Everlane Equity Partners and principal employee shareholders.

Wealth advisory firm Lido Advisors has partnered with HPS Investment Partners to bolster its growth trajectory.

A partnership between DASH and global fintech S64 will simplify and scale private market investment access for Australian financial advisers and their clients.

Now, Appian’s latest leap, Agentic AI, is poised to reshape how banks deploy automation and AI. Through Agent Studio, companies can create and deploy intelligent agents in minutes, tightly integrated ...

Wealth technology provider Addepar has acquired Arcus, a company that offers enterprise AI workflows. This acquisition is ...

Swiss banking institution UBS has announced the formation of a new unit within its Global Wealth Management (GWM) division ...

Mizuho has announced a partnership with Mercer Japan to provide outsourced chief investment officer (OCIO) services in Japan.

Fintech company Seeds, previously known as Seeds Investor, has raised $10m in a Series A financing round, led by Portage.

Following the Coinbase data breach, Nic Puckrin, crypto analyst, investor and founder of educational platform The Coin Bureau ...

Columbia Threadneedle Investments is set to introduce a selection of four UCITS active equity ETFs in the UK and Europe.

Schroders has named Jamie Fowler as the new head of UK Wealth within its asset management division. Fowler, who has been with ...