Mercer Global Advisors (Mercer Advisors) has acquired Lewis Wealth Management, a Denver, Colorado-based RIA. This transaction ...

Artificial Intelligence (AI), automation, and agile systems are revolutionising the sector, yet many banks, insurers, and ...

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 ...

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

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

Artificial Intelligence has finally arrived not as a sci-fi spectacle, but as a practical, powerful worker embedded into the ...

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

Elevation Point has obtained a strategic minority investment from Emigrant Partners, a player in the capital and advisory ...

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

The duo will assume their new responsibilities on 1 June 2025. Credit: Sam Davids/Shutterstock. Northern Trust Asset Management (NTAM), a division of Northern Trust, has appointed Michael Hunstad and ...

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