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

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 ...

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

Insignia Financial has secured an indicative non-binding buyout offer from CC Capital Partners, a family office led by ...

Hawksmoor Investment Management, an investment and fund management business, has appointed Michael Bishop as its new managing ...

Investment firm Balfour Capital Group has named Hersh Oberoi as the head of its Australia division. Oberoi’s experience in ...

Singapore-based Clifford Capital expands its reach with a new asset management arm and names chief investment officer.

TONCASH, a crypto cashback and rewards platform native to Telegram, has secured strategic investment from TON Ventures, the flagship fund of The Open Network (TON). The funding will accelerate TONCASH ...

Indivisible Partners has announced its official launch and onboarded Woodring I LeRoy Capital Advisors, a team managing $640m ...