PE activity in the wealth management sector dates to over a decade ago, but the pace of investment activity and industry consolidation has significantly accelerated over the last four or five ...

Many investors today favour sustainable impact investing, seeking to funnel their wealth into investments that will produce ...

2024 was a productive year for merger-and-acquisition activity across the wealth management landscape ... NEPC, which is an investment consultant and private wealth advisor, oversees more than ...

Private-equity funds have long played a dominant role in providing outside capital for independent wealth management firms.

For wealth-management and investment brokerage firms ... Merger-and-acquisition activity has been shaping the wealth management and registered adviser industries, thanks in part to large, private ...

This branch will offer multiple services, including investment advice ... Martin Maurel group partner and head of wealth and asset management activities Alain Massiera said: "We are delighted ...

Wealthfront continues to solidify its position as a partner for young professionals seeking to transform their savings into ...

Machine learning algorithms can detect anomalies in transactions and flag suspicious activities ... complex world of wealth management. The information provided here is not investment, tax ...

Wealth management is an investment advisory service that uses ... Some managers also provide banking services or advice on philanthropic activities. Generally speaking, wealth management offices ...

Focus Financial Partners will merge two of its hub firms at the end of the year, the company confirmed.

Artificial intelligence (AI) is penetrating every sphere of existence, including stock trading where it is taking on the role of registered investment ... approach to wealth management by ...

Central Wealth Group Holdings Limited announced its investment in ... on investment and asset management. The company is involved in various business development activities to enhance shareholder ...