First American Bank (FAB) has turned to InvestCloud to upgrade its digital wealth management platform. The alliance ...

Attivo Investments, an investment firm focused on redefining solutions for financial planners, has been launched.

US-based asset manager BlackRock is reducing its employee headcount by approximately 1%, affecting around 200 employees.

Merrill Wealth Management, a division of Bank of America, has established its ultra-high-net-worth (UHNW) advisory group.

Global structured Palmer Square Capital Management introduces three innovative ETFs targeting European institutional ...

Harrison, a law firm specialising in private wealth planning, has merged with Washington, DC-based estate planning firm Birchstone Moore.

Independent wealth manager completes a multi-year reorganisation, introducing a team-based approach and 100% employee ...

The AmeriFlex Group, a fast-growing hybrid RIA known for its innovative financial planning solutions, closed 2024 with a ...

BTG Pactual has sealed a deal to buy Swiss private banking group Julius Baer’s Brazilian domestic wealth management ...

EP Wealth Advisors has expanded its footprint in the US with the acquisition of Michigan-based Executive Wealth Management ...

Iowa State Bank, an 80-year-old community bank managing $450m in assets, has joined forces with Osaic, a provider of wealth ...